Top Series 63 Tutors serving Waterloo
Matthew: Waterloo Series 63 tutor
...than just a subject matter to me, it became a part of my lifestyle! Everywhere I go I look at different businesses and try to understand what they do, how did they get there, why are they there and what would I do if I need to improve their business? One of the many reasons...
Education & Certification
- East Carolina University - Bachelor of Science, Finance
Subject Expertise
- Series 63
- Series 7
- Series 24
- Series 66
- +14 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 7
- SIE
- Series 66
- +1 subjects
Edward: Waterloo Series 63 tutor
...helping others learn how financial markets work. I have passed the Series 6, 7, 24, 26, and 66 exams, and held the Massachusetts Life and Health insurance licenses. I coached basketball and football both at the youth and high school levels. I love music and am an active member of 2 bands.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 79
- Series 65
- +27 subjects
Raul: Waterloo Series 63 tutor
...lies in fostering a supportive learning environment where I can help students achieve their academic and personal goals. I utilize a student-centered approach that emphasizes understanding individual learning styles, ensuring that each student feels valued and empowered. Beyond academics, I am an author on various subjects and enjoy exploring the arts, which enriches my teaching...
Education & Certification
- Tarleton State University - Bachelor in Arts, Music Teacher Education
- University of Nevada-Las Vegas - Master of Arts, Music
- Chapman University - Masters in Education, Education
- University of Nebraska-Lincoln - Doctor of Philosophy, Music
- Alfred University - Masters in Business Administration, Business, General
Subject Expertise
- Series 63
- Series 7
- Series 65
- Series 66
- +24 subjects
Daniel: Waterloo Series 63 tutor
...entry strategies, go-to-market planning, and business development for technology companies. I have successfully completed over 40 market entry projects, helping clients navigate the complexities of the U.S. market. My expertise lies in identifying prospective clients and partnerships, and providing strategic leadership and direction. I also have experience working on private placements with US-based family offices...
Education & Certification
- Nottingham Trent University - Bachelor of Science, International Relations
Subject Expertise
- Series 63
- SIE
- FINRA - Financial Industry Regulatory Authority
- Series 82
- +1 subjects
Scot: Waterloo Series 63 tutor
...State University. 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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 63
- Series 4
- Series 65
- Series 22
- +12 subjects
Michael: Waterloo Series 63 tutor
...and flight to student pilots. I really like teaching in general, and enjoy when I can learn something and then pass it on to others. That is what brought me to earn my PhD and my flight instructor certificate, allowing me to teach various areas in finance, such as corporate finance, personal finance, and securities...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 63
- Series 7
- Series 79
- Series 10
- +16 subjects
Monica: Waterloo Series 63 tutor
...believe in fostering a supportive learning environment where students feel empowered to ask questions and explore the intricacies of wealth management. My extensive background in the financial services industry (over 20 years) enhances my ability to connect with students. I am dedicated to inspiring the next generation of financial professionals. Outside of tutoring, I enjoy...
Education & Certification
- Strayer College - Master's/Graduate, Business
Subject Expertise
- Series 63
- Series 10
- Series 6
- SIE
- +16 subjects
Hajra: Waterloo Series 63 tutor
...passing the exams in the allotted time frames given. I am passionate about helping people pass the professional exams and achieving their goals. I aim to be a resource to people, and letting them set the pace. I enjoy traveling when I can, either locally or internationally. Some of my favorite jaunts are those unassuming...
Education & Certification
- American International College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 82
- Series 6
- +9 subjects
Ben: Waterloo Series 63 tutor
...homework assignments. Upon graduation, I began a career as a financial professional, where I advised families, individuals, and businesses by taking complex (and often confusing) financial subject matter and breaking them down into simple steps. I've always been passionate about learning, and I believe any subject (yes, even the "boring" ones) if given proper care...
Education & Certification
- Lee University - Bachelor of Science, Health Services Administration
Subject Expertise
- Series 63
- Series 6
- SIE
- Microsoft Office
- +45 subjects
David: Waterloo Series 63 tutor
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 63
- SIE
- Series 7
- Series 6
- +16 subjects
Dana: Waterloo Series 63 tutor
Dana Johnson is a Business Instructor, Bitcoin enthusiast, Motivator, and a Financial Consultant who started his career in the music business after graduating from the American College of Switzerland. He also worked as a Financial Advisor for JP Morgan Chase, Merrill Lynch, and Santander Bank before starting his own firm Johnson Capital Global Advisory.
Education & Certification
- American College of Switzerland - Bachelor in Arts, Economics
- New York University - Master of Arts, Music Management and Merchandising
Subject Expertise
- Series 63
- Series 65
- Insurance License
- Series 31
- +27 subjects
Karen: Waterloo Series 63 tutor
...Stevens. I graduated with a master's degree from Ashwood University in business administration. In addition, I hold an English teaching certificate. Since I graduated, I've taught or coached in several areas. However, my primary focus has been on Series licensing. I help students with all licenses such as SIE, 6, 63, 7 65.66, 24 and...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- SIE
- Series 24
- Series 26
- +24 subjects
John: Waterloo Series 63 tutor
...recruited, hired, trained and/or supervised over 500 financial advisors. I have studies Retirement Planning along with having the following FINRA Licenses: Series 7, 8 (9/10), 66, 63. While I tutor a broad range of subjects' financial literacy, I have proven experience in helping individuals master the content and successfully prepare to pass the following FINRA...
Education & Certification
- Chicago State University - Bachelor of Science, Applied Psychology
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 10
- Series 6
- +9 subjects
Robin: Waterloo Series 63 tutor
Senior Associate in Equity Research | UCLA Economics/Finance Alumni To me, Finance is the intersection between art and science.
Education & Certification
- University of California-Los Angeles - Bachelor of Science, Economics
Subject Expertise
- Series 63
- Series 86
- SIE
- Series 7
- +10 subjects
Myles: Waterloo Series 63 tutor
...the study habits I was taught, I was able to pass all exams on my first attempt and in a relatively short time frame. I hope to pass on to more students the study habits that I was blessed to be taught from some of the best in the industry. I have taught on a...
Education & Certification
- Lamar University - Bachelor in Arts, Communication, General
Subject Expertise
- Series 63
- Series 65
- Series 66
- Series 7
- +4 subjects
James: Waterloo Series 63 tutor
As an adjunct professor of finance, I enjoy helping individuals find their way within the finance and business worlds. As a swimming coach, I enjoy helping individuals reach their goals. I am patient and kind and have been in your shoes. I am a strong tutor with the Series 65, 66, and 7.
Education & Certification
- Wittenberg University - Bachelor in Arts, Biology, General
- Baldwin-Wallace College - Masters in Business Administration, Business, General
Subject Expertise
- Series 63
- CFP
- Series 24
- Series 86
- +25 subjects
Victoria: Waterloo Series 63 tutor
...about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex exams, we always seem to have the most success when we have discovered the student's learning style and thought-process. I believe learning should be an engaging, inspiring activity where the student can envision how their new knowledge will...
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 63
- Series 53
- Series 24
- Series 26
- +35 subjects
Lonie: Waterloo Series 63 tutor
...source of income; I teach because I enjoy helping 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...
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
- Insurance License
- Series 6
- Series 7
- +21 subjects
David: Waterloo Series 63 tutor
Independent Financial Advisor and Political Junkie. If you need to pass your series exams or need to learn about our political system here in The United States I'm your guy!
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- Series 63
- SIE
- Series 7
- Series 65
- +9 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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