Top Series 7 Tutors serving Waterloo
Education & Certification
- Harvard College - Current Undergrad Student, Philosophy
Subject Expertise
- Series 7
- CPA
- SAT Math
- High School Computer Science
- +66 subjects
Andrew: Waterloo Series 7 tutor
...recently completed my MS in Finance from Georgetown. I have worked for the Federal Reserve Board of Governors, investment banks, and a private equity firm; so, I have experience in the applied application of academic theory. I am adept at teaching economics and finance, as well as topics in math, statistics, business administration, and standardized...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 7
- CPA
- Series 63
- Series 56 - Proprietary Trader Qualification Exam
- +70 subjects
Victoria: Waterloo Series 7 tutor
...previously taught financial literacy classes to high school students. While I tutor a broad range of subjects, I am most passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex exams, we always seem to have the most success when we have discovered the student's learning style...
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Exam IFM - Investment and Financial Markets
- Series 53
- Series 66
- +35 subjects
Subject Expertise
- Series 7
- Series 63
- Series 66
- Series 65
- +24 subjects
Ben: Waterloo Series 7 tutor
...portfolio manager, strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA, FRM
Education & Certification
- University of Amsterdam - Bachelor of Economics, Economics
- University of Southern California - Masters in Business Administration, Economics
Subject Expertise
- Series 7
- Series 86
- Series 5 - Interest Rate Options Exams
- FRM
- +38 subjects
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 66
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects
David: Waterloo Series 7 tutor
...I had a research assistantship and completed a 6 month Co-op Education position with IBM. I still play golf, belong to a backgammon club, and help manage my parents Charitable Remainder Trust investments. I spent 2 years tutoring elementary children reading and writing and have just joined a high school/college mentoring program in the area. I...
Education & Certification
- Hobart William Smith Colleges - Bachelor in Arts, Economics
- Rochester Institute of Technology - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- AIFA - Applied Investment and Finance Analyst Certification Exam
- Series 65
- Series 66
- +151 subjects
Matthew: Waterloo Series 7 tutor
...spent a couple years working in Finance and later moved on to start my own real estate company. Business is more than just a subject matter to me, it became a part of my lifestyle! Everywhere I go I look at different businesses and try to understand what they do, how did they get there,...
Education & Certification
- East Carolina University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Real Estate License
- Series 66
- Series 63
- +14 subjects
Robin: Waterloo Series 7 tutor
...business concepts, and helping them build confidence in their skills. My experience as a professor and my hands on experience in the investment world has allowed me to engage with students at various stages of their educational journeys, tailoring my approach to suit their unique needs. I hold an MBA from Stetson University and a...
Education & Certification
- University of British Columbia - Bachelor in Arts, Psychology
- Daytona State College - Associate in Arts, Accounting
- Stetson University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- SIE
- Series 6
- Series 66
- +23 subjects
Peter: Waterloo Series 7 tutor
...Berkeley College in New York City teaching both onsite and online. I primarily teach the CFP courses but I have also taught undergraduate accounting and finance courses. I like helping students as the memory of struggling through a class is still fresh with me. Tutoring gives me the opportunity to reduce or eliminate that same feeling...
Education & Certification
- Hofstra University - Bachelor in Business Administration, Finance
- Long Island University-C W Post Campus - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- Series 82
- ChFC - Chartered Financial Consultant
- Series 99
- +18 subjects
Peter: Waterloo Series 7 tutor
...exams being the SIE and the Series 7 top off. I passed the Series 3 exam, the National Commodities Futures Exam. If you want to obtain the SIE license, you probably are in one of these categories. You may be doing for the fun of it, looking to get a better understanding of investments, and...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 7
- Series 4
- Series 86
- Series 66
- +42 subjects
Michael: Waterloo Series 7 tutor
...to succeed. My passion for helping students stems from a deep commitment to making this journey as smooth and rewarding as possible. I believe that learning should be engaging and memorable. That's why I bring a creative approach to my tutoring, using fun and innovative methods to simplify complex concepts and make exam content stick....
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 7
- Series 6
- Series 24
- Series 10
- +12 subjects
Christopher: Waterloo Series 7 tutor
...outs of the stock market! I went to school for electrical engineering, but my passion has always been in finance. I have had experience trading stocks on my own, and eventually used that knowledge to become licensed (SIE, Series 7, Series 63) and become a successful broker through E*TRADE! I love kayaking and other outdoor...
Education & Certification
- Chattahoochee Technical College - Associate in Science, Biomedical Engineering
Subject Expertise
- Series 7
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Professional Certifications
- +7 subjects
James: Waterloo Series 7 tutor
...continue to teach adults. I'm a financial planner and provide financial planning services to families and small business owners. I have taught personal finance at a university and enjoy guiding people through financial planning discussions -- including investment planning, insurance planning, retirement planning, estate planning and tax planning. In addition, I spent 25 years as...
Education & Certification
- Asbury University - Bachelor in Arts, Ancient Near Eastern and Biblical Languages
- Liberty University - Master of Arts, Theology
- The American College - Master of Science, Financial Planning
- Auburn University - Doctor of Philosophy, Vocational-Technical Education
Subject Expertise
- Series 7
- CPA
- RICP - Retirement Income Certified Professional
- EMT - Emergency Medical Technicians
- +31 subjects
Sean: Waterloo Series 7 tutor
...eager to share my tips and tricks to passing these exams with flying colors. When teaching I prefer to apply real world application of topics in order to gain a deeper understanding and truly gain knowledge around different subjects. My ultimate goal is to get my students to the end goal of passing their exam...
Education & Certification
- Arizona State University - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 7
- Series 6
- SIE
- Insurance License
- +2 subjects
Kent: Waterloo Series 7 tutor
...since 2003 and performed all financial management functions, including P&L, budgeting, forecasting, all cash management, taxes, and analyses, as well as, reports to management, including the financial statements. He received his MBA in 2006 and his DBA. from the University of Phoenix in 2012. Dr. Acheson has over 20 years experience with team collaboration, team...
Education & Certification
- University of Oklahoma Norman Campus - Bachelor in Arts, Economics
- University of Phoenix - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- CPA
- Business Ethics
- Test Prep
- +37 subjects
Alex: Waterloo Series 7 tutor
...stems from watching someone work hard to accomplish a goal and then finally accomplish that goal. Whether it be retiring, buying a new home, landing a new job, or passing a big test. I am always striving to make an impact in those around me and to "Add Value" in any way possible.
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Business Communications
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- Series 86
- +12 subjects
Patrick: Waterloo Series 7 tutor
...educator with more than 20 year of experience, and in that time I've developed techniques to make the material understandable. I've led test prep courses for Kaplan for the GMAT, SAT, ACT, and GRE and was also a Kaplan teacher-trainer, so I was entrusted to teach other test prep professionals best practices. My personal goal...
Education & Certification
- University of Louisville - Bachelors, Mathematics
- University of Louisville - Masters, MBA
Subject Expertise
- Series 7
- Statistics Graduate Level
- Pre-Algebra
- ACT Science
- +37 subjects
Garth: Waterloo Series 7 tutor
...24, and Series 66 registered in all 53 jurisdictions. In previous roles, I was responsible for mentoring and supporting associates tasked with passing various FINRA licenses, as well as the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning Counselor (CRPC). I have experience working with first time test takers as well...
Education & Certification
- Lebanon Valley College - Bachelor of Science, Business Administration and Management
- Loyola University Maryland - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFP
- +26 subjects
Scot: Waterloo Series 7 tutor
...& Families Wealth Management, with my wife, Lindsey; and in December of that year, I became a CERTIFIED FINANCIAL PLANNER. The most influential teachers in my life provided an engaging and entertaining learning experience, and I strongly believe that these are very important characteristics of an impactful education! I look forward to helping you in...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- Series 22
- Series 57
- Series 65
- +12 subjects
Private Series 7 Tutoring in Waterloo
Receive personally tailored Series 7 lessons from exceptional tutors in a one-on-one setting. We help you connect with the best tutor for your particular needs while offering flexible scheduling to fit your busy life.
Your Personalized Tutoring Program and Instructor
Our knowledgeable directors help you choose your tutor with your learning profile and personality in mind.
Your tutor can customize your lessons and present concepts in engaging easy-to-understand-ways.
You can learn more efficiently and effectively because the teaching style is tailored to you.
With the flexibility of online tutoring, your tutor can be arranged to meet at a time that suits you.