Top Series 65 Tutors serving Waterloo
Donald: Waterloo Series 65 tutor
...began my work as a financial manager. I applied for grad school and began my MBA with a concentration in finance shortly after from LSUS. It was at this point that I knew that I wanted to make finance a career. I currently hold the Certified Financial Planner, Chartered Financial Consultant and Retirement Income Certified...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 66
- SIE
- ChFC - Chartered Financial Consultant
- +35 subjects
William: Waterloo Series 65 tutor
...ensuring they grasp not just the "how," but also the "why" behind financial principles. Inspired by my mother's teaching career and my own experiences helping my brother with dyslexia, I strive to create a supportive environment where students feel comfortable asking questions. My goal is to empower them to apply their knowledge in practical ways,...
Education & Certification
- Manhattan College - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Insurance License
- Series 66
- Series 7
- +4 subjects
David: Waterloo Series 65 tutor
...Smith Colleges where I was President of 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...
Education & Certification
- Hobart William Smith Colleges - Bachelor in Arts, Economics
- Rochester Institute of Technology - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- CPA
- Exam IFM - Investment and Financial Markets
- Series 7
- +151 subjects
Kyle: Waterloo Series 65 tutor
...love to teach and educate others. I have worked my entire professional career in financial services utilizing series exam information on a daily basis. I have a Masters of Finance from the University of Notre Dame and work as a investment analyst at a private investment firm. Open to giving career mentorship as well!
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- University of Notre Dame - Current Grad Student, Finance
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- Series 63
- +11 subjects
Nancy: Waterloo Series 65 tutor
...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 test...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- Series 6
- +99 subjects
Aleta: Waterloo Series 65 tutor
...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. I own...
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- Series 66
- +27 subjects
Peter: Waterloo Series 65 tutor
...to the present two exams being the SIE and the Series 7 top off. I passed the Series 3 exam, the National Commodities Futures Exam. If you want to obtain the SIE license, you probably are in one of these categories. You may be doing for the fun of it, looking to get a better...
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 57
- Series 23
- Series 3
- +42 subjects
Roman: Waterloo Series 65 tutor
...I'm passionate about personal finance and love helping others understand the concepts needed to pass these exams. Finance is a great field to work in, so I truly enjoy whenever I'm able to help someone pass their exams! My goal as your tutor is simple: To help you pass the exam on the first attempt....
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFP
- American Council on Exercise (ACE)
- +60 subjects
Valentina: Waterloo Series 65 tutor
...be able to comprehend and nail from the first attempt. Therefore, I am standing by to help you with these challenging exams. Additionally, I have been teaching as a licensed teacher for several years in public schools. My qualifications are Highly Qualified, and my teaching endorsements are in Business, Technology, and Mathematics.
Education & Certification
- Colorado Mesa University - Bachelor of Science, Computer and Information Sciences, General
Subject Expertise
- Series 65
- Series 63
- FINRA - Financial Industry Regulatory Authority
- Series 66
- +4 subjects
James: Waterloo Series 65 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 65
- Series 66
- Series 6
- SIE
- +25 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 86
- Series 79
- Series 27
- +72 subjects
Michael: Waterloo Series 65 tutor
...planning industries, I provide insights and tips that go beyond standard study materials. Proven Strategies: Learn the most effective test-taking strategies and techniques to tackle challenging questions and manage exam stress. Interactive Sessions: Engage in dynamic, interactive sessions that make complex concepts easier to grasp and retain. Support and Accountability: Benefit from continuous support and...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 65
- Series 9
- CFP
- SIE
- +12 subjects
Howard: Waterloo Series 65 tutor
Knowledge is power. If you need to help better understand the Series 7, 63 or 65 , consider me. My score on the Series 7 was 92.
Education & Certification
- Tulane University of Louisiana - Bachelor of Science, Biology, General
Subject Expertise
- Series 65
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 10
- +23 subjects
William: Waterloo Series 65 tutor
...Series 65, Economics as well as Elementary Social Studies and High School World History. My teaching philosophy centers on creating a supportive and engaging learning environment where students feel empowered to ask questions and explore complex concepts. I am passionate about helping students connect theoretical knowledge to real-world applications, fostering their critical thinking skills. Outside...
Education & Certification
- University of Chicago - Bachelor's, Economics
- Regis University - Master's/Graduate, Data Science
Subject Expertise
- Series 65
- Series 7
- CFP
- Macroeconomics
- +9 subjects
Michael: Waterloo Series 65 tutor
...online universities, teaching finance, accounting, and emergency management. I am also a Commercial Pilot and Certified Flight Instructor at a local airport where I teach ground school 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...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 65
- Series 63
- Series 66
- FINRA - Financial Industry Regulatory Authority
- +16 subjects
Dana: Waterloo Series 65 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 65
- Insurance License
- Series 63
- Series 31
- +27 subjects
Karen: Waterloo Series 65 tutor
...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, 7, 63, 7 65.66, 24 and many more. Many...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 24
- Series 66
- Series 99
- +23 subjects
Joseph: Waterloo Series 65 tutor
...their goals and objectives. I am very compassionate and patient with my students, especially those studying for FINRA and State Insurance Licensing exams. I have created unique study plans and practice exam questions that have assisted my students to pass their exams without any doubt about their capabilities. I'm happy to help you succeed in...
Education & Certification
- Yeshiva University - Bachelor of Science, Economics
- Western Governors University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 82
- Series 6
- Series 24
- +48 subjects
Glenn: Waterloo Series 65 tutor
...to the markets, I light up and my enthusiasm comes to life. Having come from a family of educators and pastors, shifting into the education realm comes naturally to me. I've led think-tanks, served as a prison chaplain and regularly educated business bankers about the markets. I'd be honored and privileged to work with you!
Education & Certification
- Georgia State University - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- NMLS - Nationwide Mortgage Licensing System
- Insurance License
- Math
- +4 subjects
Nicholas: Waterloo 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
- SIE
- Series 66
- Series 7
- +8 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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