Top Series 65 Tutors serving Ottawa
William: Ottawa Series 65 tutor
...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 breaking down problems and guiding students through the thought process, ensuring they grasp not just the "how," but also the "why" behind financial principles. Inspired by my mother's teaching...
Education & Certification
- Manhattan College - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 6
- Series 66
- Insurance License
- +4 subjects
Aleta: Ottawa Series 65 tutor
...financial services industry, I have passionately seen my primary role as an educator. This is equally important to me 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....
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 66
- Series 6
- Series 24
- +27 subjects
Zachary: Ottawa Series 65 tutor
...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 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...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- SIE
- Series 24
- Series 7
- +12 subjects
Evan: Ottawa Series 65 tutor
...of my class) from Northwestern University with a degree in economics. I subsequently passed all 3 levels 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...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- Series 63
- Series 7
- Series 24
- +27 subjects
Nhan: Ottawa Series 65 tutor
...expected to finish my second Master in Fall of 2019, and I will start my Doctorate program for Business and Corporate Strategies in August 2019. My primary areas of focus are Finra licensing, such as Series 7 and Series 65, along with Economics, Finance and General Accounting. I believe in a thorough and rational approach...
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 65
- Series 66
- CPA
- Series 63
- +78 subjects
Joshuah: Ottawa Series 65 tutor
...it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost, I will make sure that we progress with content at a speed that fits you until you are confident for test day. There are no stupid questions, only impatient...
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- Series 65
- CPA
- SIE
- Series 7
- +14 subjects
Nancy: Ottawa Series 65 tutor
...a 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...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 63
- Series 6
- SIE
- +85 subjects
Vikram: Ottawa Series 65 tutor
...holding MBA (Fin) and CFA qualifications. Teaching is my hobby and I taught nearly 60 CFA level 1 students. I have 18 years of professional experience as an investment professional. Completed FINRA Exams, Series 7 and Series 66. Making difficult concepts easy to understand with examples from day-to-day life is a gift to me.
Education & Certification
- ICFAI - Master's/Graduate, Investment
- CFA Institute - Professional (JD, MD, DMD, etc), Investment
- London Business School - Master of Arts, Finance
Subject Expertise
- Series 65
- Exam IFM - Investment and Financial Markets
- CFA
- Series 63
- +29 subjects
Roman: Ottawa Series 65 tutor
...exams, including, the CFP, Series 7, Series 66 Series 63, SIE, Life Ins, Health Ins, and LTC Ins - And I've passed all of them on the first attempt. I've actually passed the Series 7 twice! I'm passionate about personal finance and love helping others understand the concepts needed to pass these exams. Finance is...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- Series 65
- Insurance License
- SIE
- Series 7
- +60 subjects
Karen: Ottawa Series 65 tutor
...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 many more. Many students struggle with the concepts of the SIE exam. I can break it down for you and relate it to something that makes sense for you.
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 24
- Series 6
- Real Estate License
- +24 subjects
Private Series 65 Tutoring in Ottawa
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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