Top Series 53 Tutors serving Calgary
Aaron: Calgary Series 53 tutor
...of growth, I went on to earn my Certified Financial Planner (CFP) designation. A short time later, I enrolled at Kansas State University and earned a Master's degree in Personal Financial Planning. Recently, I've earned the Behavioral Financial Advisor (BFA) designation and the Retirement Income Certified Professional (RICP) designation. I've worked in several industry roles...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 53
- Series 7
- CFP
- Series 4
- +7 subjects
Victoria: Calgary Series 53 tutor
...Administration and I am a Certified Financial Planner. I also have several industry licenses; series 7, 66, 51, 24, and 2-15. I am passionate about personal financial literacy and have 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,...
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 53
- Series 6
- Series 63
- Series 23
- +35 subjects
James: Calgary Series 53 tutor
...Officer (CEO) and its Chairman of the Board. During my tenure, I held, among others, SEC Series Licenses 3, 4, 7, 15, 24, 27, 53, and 63. As the firm's primary SEC Licensed Principal, I grew this financial services conglomerate to $21 million in annual revenues, with over $700 million in customer assets under management,...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 53
- Series 63
- Series 27
- Series 24
- +24 subjects
Jim: Calgary Series 53 tutor
...in the Finance and Wealth Management industry, I bring a deep passion for education and mentorship to every student I work with. I hold a Bachelor's degree from the University of WisconsinStout and a Finance degree from Madison Area Technical College, and I have spent much of my career leading teams and supporting individuals preparing...
Education & Certification
- University of Wisconsin – Stout - Bachelor's, Hotel & Restaurant Management
- Madison Area Technical College - Associate in Science, Finance
Subject Expertise
- Series 53
- Series 52
- SIE
- Series 7
- +11 subjects
Jim: Calgary Series 53 tutor
...have taken (and passed on the first try): Series 7 (General Securities), Series 24 (General Securities Principal), Series 4 (Registered Options Principal), Series 27 (Financial and Operations Principal), Series 53 (Municipal Securities Principal), Series 66 (Investment Advisor Representative) and PA Life and Health Insurance agent exam. My goal is to have the student pass the...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Subject Expertise
- Series 53
- Series 7
- Series 6
- Series 65
- +16 subjects
Private Series 53 Tutoring in Calgary
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