Top Series 65 Tutors serving Halifax
Blake: Halifax Series 65 tutor
...what has helped me in my life and career the most: someone coming alongside me and helping me with things I didn't even know I didn't know. I strive to teach and help in a relevant, understandable, and helpful way. I attended Oakland University on a full-tuition academic scholarship and majored in finance and minored in...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- CFP
- SIE
- Psychology
- +71 subjects
Sebastian: Halifax Series 65 tutor
I'm here to help you pass in a fun way. I have over 20 years of Wall Street experience. I have worked as a trader, analyst, investment product specialist, portfolio manager and investment strategist.
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- CAIA
- FRM
- Series 7 - General Securities Representative Exam (Stockbroker)
- +14 subjects
Vincent : Halifax Series 65 tutor
...Learner. I have successfully taken and passed the Securities Industry Essentials (SIE), the General Securities Representative (Series 7), the Uniform Securities Agent State Law (Series 63), and the Uniform Investment Advisor Law (Series 65) examinations. Due to my experience in financial services, I will be able to incorporate real-world examples into my sessions in order...
Education & Certification
- University of Central Florida - Bachelor of Science, Business and Managerial Economics
- Georgian Court University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 7
- Series 63
- SIE
- +14 subjects
Zachary: Halifax Series 65 tutor
...and an agent of a broker dealer. I work for a large firm in the industry and give investment advice to our high networth clients 1mm+ in assets. I passed the SIE and Series 65 will I was still in college and was put through a TD Ameritrade's training program to pass the Series 7...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- Series 24
- SIE
- Series 63
- +12 subjects
Raul: Halifax Series 65 tutor
...Morgan Wealth Management, I bring a diverse background that includes experience as a college professor and a music educator in public schools. With a Doctorate in Music from the University of Nebraska-Lincoln and various teaching certifications across multiple states, I have over 20 years of teaching experience. My passion lies in fostering a supportive learning...
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 65
- Series 7
- CBEST - The California Basic Educational Skills Test
- PRAXIS
- +24 subjects
TATIANE: Halifax Series 65 tutor
...helping others learn and understand new concepts. I recently passed the Series 65 exam, and I am passionate about sharing the strategies and knowledge that helped me succeed with other students who are preparing for the same goal. My focus is on supporting students in a clear, patient, and structured way, helping them feel confident...
Education & Certification
- other - Bachelor's, Computer Science
- other - Master's/Graduate, Management and Business
Subject Expertise
- Series 65
- Professional Certifications
Edward: Halifax Series 65 tutor
...industry. I have been involved with advising and counseling both clients and advisors, and am passionate about 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...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 7
- Series 24
- Insurance License
- +27 subjects
Aaron: Halifax Series 65 tutor
...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 roles from client...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 65
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 4
- +7 subjects
William: Halifax Series 65 tutor
...Manhattan College and over two years of tutoring experience, I am passionate about making complex financial concepts accessible to all. My tutoring focuses on subjects such as the SIE, Series 6, Series 7, Series 65, and Series 66 where I emphasize real-world applications and understanding the intricacies of financial planning. My teaching philosophy centers on...
Education & Certification
- Manhattan College - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 7
- CFP
- Series 66
- +4 subjects
Nancy: Halifax Series 65 tutor
...college economics major with an MBA, and as former investment banker with many years of experience there (now retired), I enjoy teaching finance, accounting, and econ as well as the various secrutities licensing tests. But my avocations are history and literature and I love teaching them as well--whether through assisting with regular school homework and...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 6
- Series 79
- SIE
- +85 subjects
Nicholas: Halifax Series 65 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 65
- Series 7
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- +8 subjects
David: Halifax Series 65 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 65
- Series 10
- SIE
- Series 63
- +9 subjects
Warrick: Halifax Series 65 tutor
...focuses on allowing them to learn in a way that suits their learning style, whether visual or auditory. I make an earnest attempt to allow the student to learn in a fashion that is most effective in promoting retention and understanding. I will show much patience and empathy. I will never forget the days when...
Education & Certification
- The University of Florida - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- Insurance License
- Series 6
- Series 86
- +25 subjects
Victoria: Halifax Series 65 tutor
...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, leadership, personal finance,...
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 65
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 26
- +35 subjects
Jacquelyn: Halifax Series 65 tutor
...learn personally and professionally. As a Mom and a Business Leader in the community, mentoring, and coaching, I have assisted many others in accomplishing their educational goals. 1. Parenting my children at home on how to do well in class and on tests. 2. Advising employees on how to study to obtain professional licenses to...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- Series 65
- SIE
- Series 6
- ARM-P - Associate in Risk Management for Public Entities
- +18 subjects
Glenn: Halifax Series 65 tutor
...a degree in Finance. With career-long fascination of the securities markets, I was co-founder of an equity research firm and later formed my own business, Glenn Turner Investments. When you engross yourself in the things of Wall Street, you quickly learn how smart and creative people are! It is an exciting industry and it can...
Education & Certification
- Georgia State University - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- NMLS - Nationwide Mortgage Licensing System
- Insurance License
- Professional Certifications
- +4 subjects
Kevin: Halifax Series 65 tutor
...focus on math, science, history, government, geography, accounting, finance and related business topics. One of my goals for each tutoring session is to keep the student engaged and challenged yet not overwhelmed. I use a number of teaching methods, including practice questions and topical computer related tools. I often ask for feedback and appreciate candid...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 79
- Series 6
- Series 66
- +41 subjects
Peter: Halifax Series 65 tutor
...is in OPTIONS and MARGIN. I started a broker-dealer from scratch, was a manager of other reps, and was a producer. To see my career path including all the licenses I obtained, view me at Broker Check: https://brokercheck.finra.org/individual/summary/1313689 and see that I had all the licenses. I also was the prime lead instructor for a...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 65
- Series 66
- Series 27
- Series 4
- +42 subjects
Ernesto: Halifax Series 65 tutor
I have decades of experience both in academe as well as in the financial services field, and have helped thousands of adults reach their academic and professional licensing goals.
Education & Certification
- University of Miami - Master of Science, General Literature
- University of Florida - Master of Science, Business Administration and Management
- Argosy University-Chicago - Doctor of Science, Organizational Leadership
Subject Expertise
- Series 65
- Series 27
- SIE
- Series 9
- +22 subjects
Valentina: Halifax Series 65 tutor
...with the preparation for the FINRA exams. I have been in the financial industry for over 20 years, and I am FINRA licensed in Series 7, Series 66, and of course, in SIE since it is a pre-requisite for Series 7. I have also been FINRA licensed in Series 63 and Series 65. The exams...
Education & Certification
- Colorado Mesa University - Bachelor of Science, Computer and Information Sciences, General
Subject Expertise
- Series 65
- Series 66
- FINRA - Financial Industry Regulatory Authority
- SIE
- +4 subjects
Private Series 65 Tutoring in Halifax
Receive personally tailored Series 65 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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