Top Series 63 Tutors serving Halifax

Garth: Halifax Series 63 tutor
...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 as students who require multiple attempts. Additionally, my background prepares me to tutor students in a variety of...
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 63
- CFP
- Series 65
- Series 7
- +26 subjects

Zachary: Halifax Series 63 tutor
...TD Ameritrade's training program to pass the Series 7 and Series 63 Licenses. The program I have learned is designed specifically to teach you the information you need to know to pass and skip out on all the fluff. I have a vast understanding of the "test world" concepts and their real world applications. If...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 63
- Series 28
- Series 65
- SIE
- +12 subjects

Melissa: Halifax Series 63 tutor
...experience in business. I can teach the following licenses: SIE, Series 7, Series 63, and Series 66. I am a current licensed senior broker at a large firm. I have assisted with in-person training to pass these licenses and have worked teaching adults my entire career. Cannot wait to work with you!
Education & Certification
- The University of Texas at Arlington - Bachelor in Arts, Anthropology
- Capella University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 66
- Series 7
- SIE
- +1 subjects

James: Halifax Series 63 tutor
...Mount Union where I majored in Sport Business and Business management. Since then I have completed my MBA with Walden University in 2018 and will be completing my Masters of Science in Leadership and Management with Purdue Global in 2022. I have a passion for coaching and sharing my experiences in hopes of allowing other...
Education & Certification
- University of Mount Union - Bachelor in Arts, Business Administration and Management
- Walden University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- SIE
- Series 6
- Technology and Coding
- +34 subjects

Claudio: Halifax Series 63 tutor
...level 1 candidate with diversified graduate-level education in econometrics, derivatives, corporate finance, economics and financial statement analysis. I am a team player, goal oriented, trustworthy. I am fluent in Spanish and English and I am the former President of the Latino Student Association at BYU- Hawaii. I have been educated in 3 different continents. Registered...
Education & Certification
- Brigham Young University-Hawaii - Bachelor of Science, Business Administration and Management
- Trinity College - Master of Science, Finance
Subject Expertise
- Series 63
- Series 66
- Series 6
- Series 7
- +34 subjects
Education & Certification
- SUNY College at Old Westbury - Bachelor in Arts, Political Economy
Subject Expertise
- Series 63
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +52 subjects

Lonie: Halifax Series 63 tutor
...People don't care what you know until they know that you care. I'm supposed to write something here about my own achievements. I have an impressive resume by most peoples' standards. But my achievements don't amount to anything unless they translate into helping YOU pass your exam. Let's just leave it at that.
Education & Certification
- Bowling Green State University-Main Campus - Bachelor of Science, German
- West Virginia University - Bachelor of Science, Statistics
- Xavier University - Master of Science, Business Administration and Management
Subject Expertise
- Series 63
- SIE
- Series 7
- Series 65
- +21 subjects
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFP
- CPA
- +24 subjects

Robin: Halifax Series 63 tutor
...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 world has allowed me to engage with students at...
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 63
- Series 7
- Series 65
- Series 6
- +23 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 63
- Series 6
- Series 9
- Series 7
- +16 subjects

Jorge: Halifax Series 63 tutor
...Bachelor of Arts Degree, I had the opportunity to enter the world of Finance and have enjoyed a rewarding career of over 20 years. Along the way, I have earned my Certificate in Financial Planning from Bryant University. Preparing for a certification exam can be a daunting and stressful experience. I strive to help my...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- Series 63
- Series 66
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +38 subjects

Joseph: Halifax Series 63 tutor
...subjects on business and financial topics, I am most passionate about FINRA and Insurance regulatory examinations. I am a firm proponent of continuing education throughout one's lifetime and in sharing knowledge with others as much as possible. I am a Certified Financial Educator (CFEd), and hold the Corporate Trainer Certified, and Remote Workforce Management Certified...
Education & Certification
- University of Phoenix - Associate in Science, Business, General
Subject Expertise
- Series 63
- Series 4
- Series 65
- Series 24
- +30 subjects

Kyle: Halifax Series 63 tutor
...capital markets and love to teach and educate others. I have worked my entire professional career in financial services utilizing series exam information on a daily basis. I have a Masters of Finance from the University of Notre Dame and work as a investment analyst at a private investment firm. Open to giving career mentorship...
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- University of Notre Dame - Current Grad Student, Finance
Subject Expertise
- Series 63
- Insurance License
- Series 6
- Series 7
- +11 subjects

Jarrett: Halifax Series 63 tutor
...bank. Currently I am working as an analyst for a digital marketing firm. I love statistics and how businesses and leaders can gain better understanding and make more informed decisions with the use of analytics. I am also passionate about the power of education because I have seen firsthand in my own life how transformative...
Education & Certification
- University of Phoenix-Philadelphia Campus - Bachelor of Science, Management Science
- University of Phoenix-Philadelphia Campus - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 6
- Series 65
- Series 7
- +20 subjects

Evan: Halifax Series 63 tutor
...of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I served as a Director of Finance for a Private Equity owned enterprise. I have helped many students in statistics, economics, managerial accounting, financial accounting and finance....
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 63
- Series 7
- Series 24
- Series 66
- +27 subjects

Raymond: Halifax Series 63 tutor
I am committed to developing the talent I possess and sharing my life with others. I always enjoyed teaching but more importantly human development. As Socrates said so long ago, the unexamined life is not worth living. Sometimes, the gravity of questions outweigh all in life.
Education & Certification
- Fordham University - Bachelor of Science, Classics
Subject Expertise
- Series 63
- Insurance License
- Series 31
- Series 6
- +7 subjects

Scot: Halifax Series 63 tutor
...I received my degree in Marketing in 2010 and became a licensed financial advisor in June of 2011. In February of 2017, I co-founded my financial planning firm, Providers & 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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 63
- Series 10
- Series 4
- Series 7
- +12 subjects

Michael: Halifax Series 63 tutor
...in Finance from Capella University. Since earning my PhD in 2020, I have been instructing at three online universities, teaching finance, accounting, and emergency management. I am also a Commercial Pilot and Certified Flight Instructor at a local airport where I teach ground school and flight to student pilots. I really like teaching in general,...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 63
- Series 66
- Exam IFM - Investment and Financial Markets
- SIE
- +16 subjects

Daniel: Halifax Series 63 tutor
...trade contracts for British companies. I have extensive experience in preparing reports, presentations, and briefing documents to effectively communicate the impact of trade and investment policies. I am adept at coordinating and attending high-level meetings and trade negotiations with foreign governments. I have also trained and mentored junior officers and staff members, and actively engaged...
Education & Certification
- Nottingham Trent University - Bachelor of Science, International Relations
Subject Expertise
- Series 63
- FINRA - Financial Industry Regulatory Authority
- Series 82
- SIE
- +1 subjects

Eric: Halifax Series 63 tutor
My passion is helping to educate my clients in the areas they need assistance with. As a financial advisor and investment advisor representative, this is what I do on a daily basis, and I look forward to helping you accomplish your goals.
Education & Certification
- Appalachian State University - Bachelor of Science, Psychology
- University of Hartford - Master of Science, Industrial and Organizational Psychology
Subject Expertise
- Series 63
- Series 52
- Series 10
- Series 86
- +16 subjects
Private Series 63 Tutoring in Halifax
Receive personally tailored Series 63 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.
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