Top Series 65 Tutors serving Waterloo
Aleta: Waterloo Series 65 tutor
...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. I own a financial consulting firm providing financial coaching, financial educational presentations/events, academic...
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 6
- Series 66
- Insurance License
- +27 subjects
Blake: Waterloo Series 65 tutor
...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 accounting. After working in the financial planning industry for 4 years, I became one of the youngest CFP Professionals in the country in 2019. My best areas to...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- SIE
- CFP
- Study Skills
- +71 subjects
Valentina: Waterloo Series 65 tutor
...SIE since it is a pre-requisite for Series 7. I have also been FINRA licensed in Series 63 and Series 65. The exams are very challenging, but there is nothing there that you will not be able to comprehend and nail from the first attempt. Therefore, I am standing by to help you with these...
Education & Certification
- Colorado Mesa University - Bachelor of Science, Computer and Information Sciences, General
Subject Expertise
- Series 65
- SIE
- Series 7
- Series 66
- +4 subjects
Daniel: Waterloo Series 65 tutor
...my students! My teaching philosophy and style has always been one of flexibility. As a philosopher and lawyer, I have discovered that there is no true one size fits all so I meet with my students and tailor my approach to fit their learning styles and goals. Outside of Academia a few passions of mine...
Education & Certification
- Illinois State University - Bachelor in Arts, Philosophy
- College of William and Mary - Juris Doctor, Legal Studies
Subject Expertise
- Series 65
- Bar Exam
- Florida Bar Exam
- World Religions
- +53 subjects
Peter: Waterloo Series 65 tutor
...a better understanding of investments, and exploring it as a career. You possibly are in college and wanting an internship at an investment firm. You are hired in the business and need to pass the SIE and the other FINRA exams thereafter. Please understand that these tests are NOT EASY. You must be committed to...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 65
- IBEW - International Brotherhood of Electrical Workers
- Series 10
- Series 24
- +42 subjects
Gary: Waterloo Series 65 tutor
I tutor securities licensing exam prep courses for NASAA & FINRA registrations (Series 6,7,63,65,66 and a few others). I own a financial practice, hold the Series 65 and a CRPC designation, and my experience, knowledge and research are current and relevant.
Education & Certification
- Columbia College - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 15 - Foreign Currency Options Exam
- Series 26
- Series 24
- +72 subjects
Giustina: Waterloo Series 65 tutor
I am a test account.
Subject Expertise
- Series 65
- CDR - Commission on Dietetic Registration
- Series 79
- NCLEX
- +56 subjects
Hal: Waterloo Series 65 tutor
...the Securities Industry Essentials Exam (SIE), and retook the Uniform Investment Adviser Law Exam (Series 65), and the National Commodities Futures Exam (Series 3), passing each on a single sitting. Over the past two years, I've tutored well over 200 students, balancing that with authoring a couple of investment-related textbooks and teaching aids. I look...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 65
- CFA
- Series 22
- Series 26
- +171 subjects
Ernesto: Waterloo 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 63
- Series 24
- Series 6
- +20 subjects
Brendan Daniel : Waterloo Series 65 tutor
...and recently founded my own firm. Currently, I am a level 3 CFA candidate and portfolio manager for my digital asset hedge fund. I focus on the fund's DeFi investment strategy, blockchain research, and protocol risk management. For students, (and interns), I have taught solidity, python, CFA level 1 and 2 material, Series 7, 63,...
Subject Expertise
- Series 65
- Series 16
- Series 26
- Series 57
- +62 subjects
Aaron: Waterloo Series 65 tutor
...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 service, back office roles, compliance, management, personal advising and planning and retirement consulting. When I'm not focusing on my craft I enjoy spending time with my family and am an avid...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 4
- Series 66
- +7 subjects
Eric: Waterloo Series 65 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 65
- Series 22
- Series 7
- Series 63
- +16 subjects
Danny: Waterloo Series 65 tutor
...to get there. I love to play golf and I love all sports. I'm a family man, and they always come first. I'm not going to pull any punches, and I'm going to give you honest feedback along the journey. If you're looking for a disciplined approach to get to test day, I'm the person...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 9
- Series 24
- +11 subjects
Raymond: Waterloo Series 65 tutor
I am committed to developing the talent I possess and sharing my life with others. I always enjoyed teaching but more importantly human development. As Socrates said so long ago, the unexamined life is not worth living. Sometimes, the gravity of questions outweigh all in life.
Education & Certification
- Fordham University - Bachelor of Science, Classics
Subject Expertise
- Series 65
- Series 22
- Series 66
- Series 86
- +7 subjects
Scot: Waterloo Series 65 tutor
...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 in my life provided an engaging and entertaining learning experience, and I strongly believe that these are very important characteristics of an impactful education! I look forward to helping...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 82
- Series 6
- Series 24
- +12 subjects
David: Waterloo Series 65 tutor
...Technology where I had a research assistantship and completed a 6 month Co-op Education position with IBM. I still play golf, belong to a backgammon club, and help manage my parents Charitable Remainder Trust investments. I spent 2 years tutoring elementary children reading and writing and have just joined a high school/college mentoring program in the...
Education & Certification
- Hobart William Smith Colleges - Bachelor in Arts, Economics
- Rochester Institute of Technology - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 7
- Exam IFM - Investment and Financial Markets
- Series 66
- +151 subjects
Lonie: Waterloo Series 65 tutor
...as a primary 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...
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 65
- Series 63
- Series 7
- Insurance License
- +21 subjects
David: Waterloo Series 65 tutor
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- Series 10
- Series 66
- Series 6
- +16 subjects
Albert: Waterloo Series 65 tutor
...over 30 students achieve high GRE (160+ on each section) and GMAT (650+) scores. I'm currently studying at Columbia University. I have an MBA degree from UCLA and London Business School in England; My study concentration is Finance, Economics, and Investments. I own two undergraduate degrees: Bachelor of Arts in Journalism and Bachelor of Engineering...
Education & Certification
- Wuhan University - Bachelor in Arts, Broadcast Journalism
- University of California-Los Angeles - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 7
- Series 63
- CFA
- +46 subjects
Kim: Waterloo Series 65 tutor
...can range from a person who is a non-native English speaker to someone with ADHD/Autism. If you need to take a certification test, I can quell your nerves. I will tutor/coach/mentor you through the subject at hand and in process, impart in you a set of skills you will be able to use the rest...
Education & Certification
- University of Alaska Anchorage - Bachelor of Science, Political Science and Government
- International Seminary for Distance Education in Theology - Bachelor of Theological Studies, Theology
Subject Expertise
- Series 65
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +46 subjects
Private Series 65 Tutoring in Waterloo
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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You can learn more efficiently and effectively because the teaching style is tailored to you.
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