Top Series 65 Tutors serving Waterloo
Aleta: Waterloo Series 65 tutor
...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. I own a financial consulting firm providing financial coaching,...
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 66
- Insurance License
- Series 63
- +27 subjects
Blake: Waterloo Series 65 tutor
...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 accounting. After working in the financial planning industry...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- CFP
- SIE
- Trigonometry
- +71 subjects
Valentina: Waterloo Series 65 tutor
...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 are very challenging, but there is nothing there...
Education & Certification
- Colorado Mesa University - Bachelor of Science, Computer and Information Sciences, General
Subject Expertise
- Series 65
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- FINRA - Financial Industry Regulatory Authority
- +4 subjects
Daniel: Waterloo Series 65 tutor
...love to share that passion with 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...
Education & Certification
- Illinois State University - Bachelor in Arts, Philosophy
- College of William and Mary - Juris Doctor, Legal Studies
Subject Expertise
- Series 65
- Florida Bar Exam
- Bar Exam
- Personal Finance
- +53 subjects
Peter: Waterloo Series 65 tutor
...fun of it, looking to get 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...
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 3
- Series 63
- Series 87
- +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 47 - Japanese Module of the General Securities Exam
- Series 5 - Interest Rate Options Exams
- Series 7 - General Securities Representative Exam (Stockbroker)
- +72 subjects
Giustina: Waterloo Series 65 tutor
I am a test account.
Subject Expertise
- Series 65
- CFA
- Series 79
- NCLEX
- +56 subjects
Hal: Waterloo Series 65 tutor
...my securities licensing exams, I took 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...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 65
- Real Estate License - New York
- CFP
- Series 51
- +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 7
- NASAA - North American Securities Administration Association
- +20 subjects
Brendan Daniel : Waterloo Series 65 tutor
...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, and 65. I have also taught financial modeling, smart contract development, data analysis, and machine learning model development in python. (CFA material includes micro/macro economics, financial statement analysis, equity/fixed income...
Subject Expertise
- Series 65
- Series 10
- Series 4
- CPA
- +62 subjects
Aaron: Waterloo Series 65 tutor
...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 service, back office roles, compliance, management, personal advising...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 65
- Series 66
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +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 63
- Insurance License
- Series 10
- +16 subjects
Danny: Waterloo Series 65 tutor
...for success. I will set you up to the best of my abilities for test day and make sure you have given 100% 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...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 9
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- +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 86
- Insurance License
- Series 31
- +7 subjects
Scot: Waterloo Series 65 tutor
...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 in my life provided an engaging and entertaining learning experience, and...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 7
- Series 4
- SIE
- +12 subjects
David: Waterloo Series 65 tutor
...my fraternity and played on the golf team. I received an M.B.A in Finance from the Rochester Institute of 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...
Education & Certification
- Hobart William Smith Colleges - Bachelor in Arts, Economics
- Rochester Institute of Technology - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- AIFA - Applied Investment and Finance Analyst Certification Exam
- CPA
- ASCP Board of Certification - American Society for Clinical Pathology Board of Certification
- +151 subjects
Lonie: Waterloo Series 65 tutor
...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 exam. Let's just...
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
- SIE
- Series 63
- Series 7
- +21 subjects
David: Waterloo Series 65 tutor
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- Series 9
- Series 63
- SIE
- +16 subjects
Albert: Waterloo Series 65 tutor
...SAT. I am particularly good at coaching Maths, Verbal, and Writing skills. Within the past one year working with Varsity Tutors, I helped 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...
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
...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 of your life. As a certified NLP coach as well as someone who studies neurofeedback, I have seen borderline miracles in learning take place. Bring your desire to learn along...
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
- Series 7
- SIE
- Series 79
- +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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