Top Series 63 Tutors serving Waterloo

Andrew: Waterloo Series 63 tutor
...in Economics and Psychology, with a Math minor. I also have a MBA from UNC's Kenan-Flagler Business School with a Finance Concentration. I 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...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 63
- Series 55
- Series 3
- CPA
- +70 subjects

Luke: Waterloo Series 63 tutor
...a trainer at JP Morgan brokerage. My engaging teaching style and years in the business will allow you to separate critical information from the noise on the 7 65 and 66. We can practice together or come up with a personalized strategy to get you over the finish line and pass! Look forward to meeting...
Education & Certification
- Shippensburg University of Pennsylvania - Bachelor of Science, Business, General
- University of Pittsburgh-Pittsburgh Campus - Master of Science, Business, General
Subject Expertise
- Series 63
- FINRA - Financial Industry Regulatory Authority
- Series 65
- Series 6
- +5 subjects

Isaiah: Waterloo Series 63 tutor
...in Mathematics. Currently, I am in my last semester of finishing up my Master's Degree in Mathematics. For four years I taught math in Montgomery Public School system (Montgomery, AL). The subjects ranged from pre-algebra to calculus. I taught grades 6th, 9th, 10th, 11th, & 12th. During my last year of teaching high school, I...
Education & Certification
- Alabama State University - Bachelor of Science, Mathematics
- Alabama State University - Master of Science, Mathematics
Subject Expertise
- Series 63
- Series 65
- Insurance License
- Series 26
- +29 subjects
Education & Certification
- SUNY College at Old Westbury - Bachelor in Arts, Political Economy
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- Insurance License
- +52 subjects

Kristin: Waterloo Series 63 tutor
I just obtained my licenses within the last year: 6, 63, 66, 7. While my employer provided me with the books, I was not given study support which I think would have been incredibly helpful to me. I look forward to helping you pass on your first try!
Education & Certification
- Eastern Illinois University - Bachelor of Science, Special Products Marketing Operations
- Lewis University - Masters in Business Administration, Agricultural Business
Subject Expertise
- Series 63
- Series 66
- Series 7
- SIE
- +1 subjects

Joseph: Waterloo Series 63 tutor
...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 to help you succeed in all FINRA and State...
Education & Certification
- Yeshiva University - Bachelor of Science, Economics
- Western Governors University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 9
- Insurance License
- Series 6
- +48 subjects

Claudio: Waterloo Series 63 tutor
...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 Representative (Series...
Education & Certification
- Brigham Young University-Hawaii - Bachelor of Science, Business Administration and Management
- Trinity College - Master of Science, Finance
Subject Expertise
- Series 63
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +34 subjects

James: Waterloo Series 63 tutor
...was a college baseball player at the University of 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...
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

Jarrett: Waterloo Series 63 tutor
...Master's in Business Administration and my life hasn't been the same since. After graduation I began a career in finance and banking. Along the way I have been a financial advisor, licensed stock broker, and a district executive for a regional bank. Currently I am working as an analyst for a digital marketing firm. I...
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 7
- Series 65
- +20 subjects
Education & Certification
- Carnegie Mellon University - Masters in Business Administration, Business Statistics
Subject Expertise
- Series 63
- Series 7
- SIE
- FINRA - Financial Industry Regulatory Authority
- +25 subjects

Robin: Waterloo 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 66
- Series 65
- Series 6
- +23 subjects

edward: Waterloo Series 63 tutor
...I am 100% committed I graduated from the University of South Florida in 1986 and got my Real Estate License from the State of Florida that same year. In addition, I achieved the status as a Licensed Real Estate Broker in 1992 and have owned and managed various brokerages throughout my career as the Broker...
Education & Certification
- University of South Florida-Main Campus - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +7 subjects

Lonie: Waterloo Series 63 tutor
...others enough to do it in my spare time. 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...
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 6
- Insurance License
- +21 subjects

Paul: Waterloo Series 63 tutor
...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 / ChFC courses from American College and graduate studies in...
Education & Certification
- Cincinnati Christian University - Bachelor in Arts, Religious Studies
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- SIE
- +17 subjects

Michael: Waterloo Series 63 tutor
...pressures of pursuing certification and licensing exams. Having passed several exams on the first try, I know firsthand the dedication and strategic approach needed to succeed. My passion for helping students stems from a deep commitment to making this journey as smooth and rewarding as possible. I believe that learning should be engaging and memorable....
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 63
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +12 subjects

Chi-Sun: Waterloo Series 63 tutor
...concepts and reasoning behind math, and not just learn how to apply formulas and do well on tests. Although they may get good grades, this will be useless later in life. In my teaching experience, when students actually learn the concepts and logic, not only does their math vastly improve, but they also learn to...
Education & Certification
- Massachusetts Institute of Technology - Bachelor of Science, Computer Science
Subject Expertise
- Series 63
- Exam IFM - Investment and Financial Markets
- Exam FM - Financial Mathematics
- Series 3
- +112 subjects

Eric: Waterloo 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
- Insurance License
- Series 72
- Series 65
- +16 subjects

Garth: Waterloo Series 63 tutor
...financial services industry. Currently I manage a sales team at T. Rowe Price. 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:...
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
- Series 6
- Series 66
- Series 7
- +26 subjects

Michael: Waterloo 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
- Series 9
- SIE
- +16 subjects

John: Waterloo Series 63 tutor
...in the areas of history, math, and finance. I have taught middle school math and US History for almost 20 years and am passionate about helping students in those areas. I also would work with people looking for help with exams to gain financial licenses such as the series 6 or 63.
Education & Certification
- Lycoming College - Bachelor in Arts, Economics
- Alvernia University - Masters in Education, Urban Education and Leadership
Subject Expertise
- Series 63
- Series 6
- SIE
- FINRA - Financial Industry Regulatory Authority
- +57 subjects
Private Series 63 Tutoring in Waterloo
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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