Top Series 63 Tutors serving Montreal
Aleta: Montreal Series 63 tutor
...as a tutor. During my career, I obtained the Certified Series 7, 6, 63, and 65 and the Life, Health, Annuities and Variable Contracts Producer License within various states. I also hold an MBA in finance. I own a financial consulting firm providing financial coaching, financial educational presentations/events, academic instruction and money management skills individually...
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 63
- Series 24
- Series 66
- SIE
- +27 subjects
Garth: Montreal Series 63 tutor
...I am FINRA Series 7, Series 6, Series 63, Series 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...
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 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- +26 subjects
David: Montreal Series 63 tutor
Communication is key to any role, and I strive for clarity by relying on the subject matter to speak for itself. My goal is to communicate the knowledge to the best of my ability and leave any opinions, biases and judgements out of the equation.
Education & Certification
- Boston College - Bachelor in Arts, Economics
- Boston College - Bachelor in Arts, Romance Languages
Subject Expertise
- Series 63
- Series 6
- Real Estate License
- Insurance License
- +31 subjects
Heath: Montreal Series 63 tutor
...from my time at the Texas A&M Writing team, to coaching associates at my day job through Series 7, 63 and SIE exams. I have obtained a Bachelor of Science Degree from Texas A&M University, majoring in Economics. After graduation I complete my FINRA Series 7,63, 9, 10 and SIE certifications. I have also completed...
Education & Certification
- Texas A & M University-College Station - Bachelor of Science, Economics
Subject Expertise
- Series 63
- SIE
- Series 7
- Series 9
- +24 subjects
Dennis: Montreal Series 63 tutor
...trader, analyst and writer. I started at the NY brokerage firm Bear Stearns at 17 years old and earned some licenses along the way (7, 63, 55 and 24 supervisory principal). Life is easiest when armed with a variety of skill sets. So learn a little of everything but specialize in something that you feel...
Education & Certification
- Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
Subject Expertise
- Series 63
- Series 55
- Series 24
- SIE
- +49 subjects
Robin: Montreal Series 63 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 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- SIE
- +23 subjects
DeSean: Montreal Series 63 tutor
...B.S.B.A. in Personal Financial Planning, a B.S.B.A. in Finance, and a B.A. in Communication Studies. I do not like micromanagement, although I do believe a tutor and student should have a vested interest to benefit the student. In my free time, I enjoy long walks with my wife and playing the alto. saxophone.
Education & Certification
- Kutztown University of Pennsylvania - Bachelor of Science, Finance
- Kutztown University of Pennsylvania - Bachelor of Science, Financial Planning
- Kutztown University of Pennsylvania - Bachelor in Arts, Communication, General
Subject Expertise
- Series 63
- SIE
- Series 6
- Series 7
- +14 subjects
Nicholas: Montreal Series 63 tutor
Through almost a decade as a financial planner, I enjoy helping others enter the field and continue to develop their expertise. I tutor the Series 6, 63, 65 and 7 exams and the CFP Board exam.
Education & Certification
- Susquehanna University - Bachelor of Science, Finance
Subject Expertise
- Series 63
- Series 66
- Insurance License
- SIE
- +8 subjects
Andrew: Montreal Series 63 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 63
- Series 7
- Series 3
- Series 56 - Proprietary Trader Qualification Exam
- +70 subjects
Jim: Montreal Series 63 tutor
...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 for a wide range of FINRA securities licenses. My teaching philosophy centers on creating a supportive, engaging learning environment where...
Education & Certification
- University of Wisconsin – Stout - Bachelor's, Hotel & Restaurant Management
- Madison Area Technical College - Associate in Science, Finance
Subject Expertise
- Series 63
- Series 9
- Series 57
- Series 66
- +11 subjects
Private Series 63 Tutoring in Montreal
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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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.
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