Top Series 53 Tutors serving Quebec City
Aaron: Quebec City Series 53 tutor
...pursuit 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...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 53
- CFP
- Series 65
- Series 66
- +7 subjects
James: Quebec City Series 53 tutor
...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, and employed approximately 300 licensed personnel. I coordinated and...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 53
- Series 63
- Series 27
- Series 3
- +24 subjects
Victoria: Quebec City Series 53 tutor
...Business 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,...
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 51
- Series 24
- Series 26
- +35 subjects
Jim: Quebec City Series 53 tutor
...industry for over 20 years and have a good understanding of many different areas. I will do my best to help the student by simplifying the material and using everyday tasks as examples. Exams I have taken (and passed on the first try): Series 7 (General Securities), Series 24 (General Securities Principal), Series 4 (Registered...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Subject Expertise
- Series 53
- Insurance License
- Series 27
- Series 7 - General Securities Representative Exam (Stockbroker)
- +16 subjects
Private Series 53 Tutoring in Quebec City
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