Barrett: Waterloo SIE test prep instructor
...function of how it's defined, I consider my own success to be helping my students along a journey to attaining their respective goals. But that journey begins with a first step, at times a humbling step. As a coach and mentor, I value my role as your trusted resource in helping you take those initial...
Education & Certification
- Florida International University - Bachelor of Science, Criminal Justice
- Louisiana State University and Agricultural Mechanical College - Doctor of Laws, Law Enforcement Administration
Subject Expertise
- SIE
- Series 79
- Series 65
- Series 51
- +26 subjects
Robin: Waterloo SIE test prep instructor
...students because I believe in empowering them to reach their full potential, both academically and professionally. Throughout my career, I have been dedicated to mentoring individuals, guiding them through complex financial and business concepts, and helping them build confidence in their skills. My experience as a professor and my hands on experience in the investment...
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
- SIE
- Series 7
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +23 subjects
Donald: Waterloo SIE test prep instructor
...I am committed to lifelong learning and always improving myself and others. I am excited to share my experiences in order to show that education CAN BE fun and that it can open many doors for you in life.... it's just all about perspective! I attended the United States Naval Academy and was a linebacker...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- SIE
- CFP
- Series 66
- RICP - Retirement Income Certified Professional
- +35 subjects
Rute: Waterloo SIE test prep instructor
...Bucknell University with a Bachelor's degree in Business Administration (with a focus in Finance) and a second degree in French and Francophone Studies. Throughout college, I held several student support rolesincluding tutor, mentor, career educator, and residential advisorwhich deepened my passion for education and student success. After graduation, I began my current role as a...
Education & Certification
- Bucknell University - Bachelor's, Finance and French
Subject Expertise
- SIE
- AACN - American Association of Colleges of Nursing
- Algebra
- Math Substitute
- +16 subjects
Heberto: Waterloo SIE test prep instructor
...The University of Colorado, Boulder and Harvard Kennedy School. I received my Bachelor of Arts in Economics and my Master in Public Policy with a focus on international and global affairs. Since graduation, I have worked in investment banking and management consulting, though I also have worked on government relations. While I tutor a broad...
Education & Certification
- University of Colorado Boulder - Bachelor of Science, Economics
- Harvard University - Master of Science, Public Policy Analysis
Subject Expertise
- SIE
- Series 63
- Series 79
- CFA
- +47 subjects
Joseph: Waterloo SIE test prep instructor
...inspire my student to attain their goals and objectives. I am very compassionate and patient with my students, especially those studying for FINRA and State Insurance Licensing exams. I have created unique study plans and practice exam questions that have assisted my students to pass their exams without any doubt about their capabilities. I'm happy...
Education & Certification
- Yeshiva University - Bachelor of Science, Economics
- Western Governors University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 86
- Series 6
- Series 7
- +48 subjects
Mark: Waterloo SIE test prep instructor
...Series # 7 Tutor I like to help people pass: The Series # 7 - # 63 - # 65 & # 66 The Life, Health and P&C Insurance test The Real Estate Agent and the Real Estate Broker test TEST TAKING SKILLS are a vital part of passing any test I will demonstrate how....
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- SIE
- Real Estate License
- Series 57
- Series 87
- +73 subjects
John: Waterloo SIE test prep instructor
...dedicated tutor with a Bachelor's degree in Finance and Accounting from Pace University, where I also gained valuable experience tutoring my peers. With over 2 years of tutoring experience, I specialize in Series 65, SIE, accounting, and corporate finance. My teaching philosophy is centered on making complex topics accessible through real-world applications and tailored lesson...
Education & Certification
- Pace University-New York - Bachelor in Business Administration, Accounting and Finance
Subject Expertise
- SIE
- Series 7
- CFA
- Series 65
- +24 subjects
Nikita: Waterloo SIE test prep instructor
...passing them doesn't have to feel impossible. I know because I've done it. I passed the SIE and Series 7 on my very first attempts, and the Series 66 shortly after. Many finance professionals stumble on these same exams, but my study system and test-taking strategy gave me the edge. That's the exact framework I...
Education & Certification
- University of Memphis - Bachelor of Science, Public Relations
Subject Expertise
- SIE
- Series 66
- Series 9
- Series 7
- +19 subjects
Raul: Waterloo SIE test prep instructor
...Escalation Lead at JP Morgan Wealth Management, I bring a diverse background that includes experience as a college professor and a music educator in public schools. With a Doctorate in Music from the University of Nebraska-Lincoln and various teaching certifications across multiple states, I have over 20 years of teaching experience. My passion lies in...
Education & Certification
- Tarleton State University - Bachelor in Arts, Music Teacher Education
- University of Nevada-Las Vegas - Master of Arts, Music
- Chapman University - Masters in Education, Education
- University of Nebraska-Lincoln - Doctor of Philosophy, Music
- Alfred University - Masters in Business Administration, Business, General
Subject Expertise
- SIE
- Series 7
- Series 66
- Series 63
- +24 subjects
Aaron: Waterloo SIE test prep instructor
...of Bucknell University, where I earned a B.S.B.A. degree Summa Cum Laude in finance and minored in economics. I hold over 2 years of experience working in investment banking and private equity. During college, I was a teaching assistant for courses covering investment banking, political economy and macro- and microeconomics, the last of which I...
Education & Certification
- Bucknell University - Bachelor in Business Administration, Accounting and Finance
Subject Expertise
- SIE
- Series 79
- Series 63
- Financial Accounting
- +31 subjects
Joseph Fon: Waterloo SIE test prep instructor
...I have learned that my personal success is tied to how well I succeed in managing my clients wealth and that my success is tied to their success. As their wealth increases, so too does my satisfaction, happiness and compensation. As a Varsity Instructor, I will maintain the same values even though there will be...
Education & Certification
- University of New Orleans - Bachelor of Science, Business Administration and Management
- University of Alabama - Master of Science, Economics
Subject Expertise
- SIE
- Series 6
- Series 22
- UK A Level French
- +5 subjects
Sang-Hoon: Waterloo SIE test prep instructor
...in Columbia University in 1996 with a degree in Economics. I look forward to teaching students and learners and have a positive influence in your education and experience. I have a track record of increasing scores in SSAT to SAT and also achieve passing grades in college courses. I am copyrighting my tutoring method that...
Education & Certification
- Columbia University in the City of New York - Bachelor of Science, Economics
Subject Expertise
- SIE
- CAIA Level I
- CFA
- Series 63
- +103 subjects
Robert: Waterloo SIE test prep instructor
I am passionate about lifting up the next generation of business leaders. I had amazing tutors when I was in college and business school and I am ready to pay it forward.
Education & Certification
- Carnegie Mellon University - Masters in Business Administration, Business Statistics
Subject Expertise
- SIE
- FINRA - Financial Industry Regulatory Authority
- Series 7
- Series 63
- +25 subjects
LaKeisha: Waterloo SIE test prep instructor
...in Dr. Seuss' quote, "The more that you read, the more things that you will know. The more that you learn, the more places you'll go." Based on this quote, reading and learning have certainly helped me to increase my knowledge about various subjects as well as to go many places. For instance, I graduated...
Education & Certification
- Wesleyan University - Bachelor in Arts, English
- Augusta State University - Master of Public Policy, Public Administration
- Capella University - Doctor of Philosophy, Human Services
Subject Expertise
- SIE
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +27 subjects
Robin: Waterloo SIE test prep instructor
Senior Associate in Equity Research | UCLA Economics/Finance Alumni To me, Finance is the intersection between art and science.
Education & Certification
- University of California-Los Angeles - Bachelor of Science, Economics
Subject Expertise
- SIE
- Series 63
- Series 86
- CFA
- +10 subjects
Paul: Waterloo SIE test prep instructor
...assisting students to enter into a financial career. I've spent over three decades as a successful Financial Advisor. The multiple exams a student must pass can seem daunting. My goal is to add clarity and help students fully understand the necessary concepts and terminology. I have a Bachelors in religious studies. I've completed CLU /...
Education & Certification
- Cincinnati Christian University - Bachelor in Arts, Religious Studies
Subject Expertise
- SIE
- Series 86
- Series 63
- Series 79
- +17 subjects
Myles: Waterloo SIE test prep instructor
...Lamar University, I started my career in banking to pursue my love for finance. My professional journey in banking, investments, and business ownership, has led me to acquire the Series 7, 65, 63, SIE, and Life Insurance licenses. In addition, I am a Chartered Retirement Planning Counselor and Certified Financial Planner. Because of the study...
Education & Certification
- Lamar University - Bachelor in Arts, Communication, General
Subject Expertise
- SIE
- Series 63
- Series 6
- Series 66
- +4 subjects
John: Waterloo SIE test prep instructor
...the securities industry, I bring a fresh perspective along with a deep understanding of the SIE and Series 7 exams. Having recently earned my own licenses, I developed a proven strategy that helped me succeed, and I am now offering tutoring services to help others do the same. With a tailored approach that simplifies complex...
Education & Certification
- Northeastern Illinois University - Bachelor of Science, Marketing
Subject Expertise
- SIE
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- FINRA - Financial Industry Regulatory Authority
- +1 subjects
Ben: Waterloo SIE test prep instructor
...of Lee University, receiving my Bachelor of Science in Healthcare Administration with a minor in biblical studies. During my time there, I traveled extensively and was involved in several social service clubs, campus choir, and I also volunteered my time at the local Boys and Girls club to assist the kiddos with their homework assignments....
Education & Certification
- Lee University - Bachelor of Science, Health Services Administration
Subject Expertise
- SIE
- Series 6
- Series 63
- Math
- +45 subjects