Top Series 65 Tutors serving Windsor
Jacquelyn: Windsor Series 65 tutor
...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 achieve passing scores. It has been a great accomplishment for me. When your children graduate with Honors, and your student employees...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- Series 65
- ARM - Associate in Risk Management
- Series 66
- ARM-P - Associate in Risk Management for Public Entities
- +18 subjects
James: Windsor Series 65 tutor
...finance, I was hired on Wall Street investment banking where I stayed until starting my own advisory firm 27 years ago, also during this time I started 9 start up companies in various industries. I love being with my family and grandchildren in my down time or traveling to major cities and reading.
Education & Certification
- University of Michigan-Dearborn - Bachelor in Arts, Business, General
Subject Expertise
- Series 65
- Series 56 - Proprietary Trader Qualification Exam
- Insurance License
- Stock Trading 101: Investing Basics
- +33 subjects
Julie: Windsor Series 65 tutor
...a Certified Financial Planner, Certified Financial Therapist - I with a Master of Science in Finance and a Bachelor of Business Administration. While I am a fee-only fiduciary advisor now, I have taken and passed the Series 7, Series 65, and Series 66 exams as well as the rigorous Certified Financial Planner examination. I am...
Subject Expertise
- Series 65
- SIE
- CFP
- Series 7
- +5 subjects
Carlyle: Windsor Series 65 tutor
...for professional certifications (FINRA exams), admissions to undergraduate, graduate, and professional schools for 15 years or so, and my students have found my method quite effective. I also tutor some subjects: math, English (including grammar), and writing. I am eager to work with students who are falling behind as well as those who want to...
Education & Certification
- Northwestern University - Bachelor in Arts, Psychology
Subject Expertise
- Series 65
- Series 7
- Series 24
- Series 66
- +70 subjects
Edward: Windsor Series 65 tutor
...plus year veteran of the Financial Services 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...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- SIE
- Series 66
- Series 24
- +27 subjects
David: Windsor Series 65 tutor
...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 spent 2 years tutoring elementary children reading and writing and have just joined a...
Education & Certification
- Hobart William Smith Colleges - Bachelor in Arts, Economics
- Rochester Institute of Technology - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Insurance License
- ASCP Board of Certification - American Society for Clinical Pathology Board of Certification
- Exam IFM - Investment and Financial Markets
- +151 subjects
Robin: Windsor Series 65 tutor
...individuals, guiding them through complex financial and business concepts, and helping them build confidence in their skills. My experience as a professor and my hands on experience in the investment world has allowed me to engage with students at various stages of their educational journeys, tailoring my approach to suit their unique needs. I hold...
Education & Certification
- University of British Columbia - Bachelor in Arts, Psychology
- Daytona State College - Associate in Arts, Accounting
- Stetson University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 6
- Series 63
- SIE
- +23 subjects
Nicholas: Windsor Series 65 tutor
Have been tutoring on and off in a variety of subject areas since the 7th grade. My areas of specialty are in the science and in money-related topics such as securities, insurance, economics, finance, and accounting.
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- Series 65
- CFA
- Series 31
- Series 6
- +43 subjects
Vikram: Windsor Series 65 tutor
...a seasoned Investment Professional 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...
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
- CFA
- Series 63
- Series 66
- +29 subjects
William: Windsor Series 65 tutor
...in the wealth management industry. I also was raised by a mother who is a math teacher and a father who is a history teacher. While at the University of Chicago, I spent four years tutoring High School students. I specialize in CFP certification, FINRA Series 65, Economics as well as Elementary Social Studies and...
Education & Certification
- University of Chicago - Bachelor's, Economics
- Regis University - Master's/Graduate, Data Science
Subject Expertise
- Series 65
- Series 7
- CFP
- Economics
- +9 subjects
Kevin: Windsor Series 65 tutor
...comes from a life long passion for learning. Im a Masters Degree graduate of Washington University in St. Louis (Olin School of Business: Finance emphasis) and also received my Bachelor of Science in Accounting from Truman State University. Both students and parents say that I help students succeed and realize their own potential with improved...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 30
- CPA
- SIE
- +41 subjects
Purvis: Windsor Series 65 tutor
...7 and 63. My passion for teaching is deeply rooted in my desire to empower students to achieve their goals and navigate the complexities of the financial world. I adopt a student-centered approach, tailoring my methods to meet individual learning styles and fostering a supportive environment where questions are encouraged. Mentoring aspiring finance professionals is...
Education & Certification
- Columbia University - Master's/Graduate, Finance
Subject Expertise
- Series 65
- Series 7
- Series 6
- Series 66
- +5 subjects
Evan: Windsor Series 65 tutor
...prep I graduated Summa Cum Laude (top 5% 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...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- Series 63
- SIE
- Series 7
- +27 subjects
Claudio: Windsor Series 65 tutor
...with diversified graduate-level education in econometrics, derivatives, corporate finance, economics and financial statement analysis. I am a team player, goal oriented, trustworthy. I am fluent in Spanish and English and I am the former President of the Latino Student Association at BYU- Hawaii. I have been educated in 3 different continents. Registered Representative (Series 7)
Education & Certification
- Brigham Young University-Hawaii - Bachelor of Science, Business Administration and Management
- Trinity College - Master of Science, Finance
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- Series 7
- +34 subjects
Howard: Windsor 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
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 9
- Series 24
- +23 subjects
William: Windsor Series 65 tutor
...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 breaking down problems and guiding students through the thought process, ensuring they grasp not just the "how," but also the "why"...
Education & Certification
- Manhattan College - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 66
- Series 7
- SIE
- +4 subjects
Glenn: Windsor Series 65 tutor
...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 change your life. I'm told that, when the conversation shifts to the markets, I light up and my enthusiasm comes to...
Education & Certification
- Georgia State University - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- Insurance License
- NMLS - Nationwide Mortgage Licensing System
- Personal Finance
- +4 subjects
Sarah: Windsor Series 65 tutor
...everyday language, and I provide a variety of accessible learning portals, eliminating the need for additional expenses on materials. My extensive resource library includes both my own unique materials and traditional ones (Kaplan, PassPerfect, and Achievable), ensuring a comprehensive learning experience. As a financial advisor and recent MBA graduate, I've been trained to cater to...
Education & Certification
- University of upper Iowa - Bachelor in Business Administration, Business Administration and Management
- University of Wisconsin-Madison - Masters in Business Administration, Accounting and Business Management
Subject Expertise
- Series 65
- SIE
- Series 63
- Series 6
- +36 subjects
Michael: Windsor Series 65 tutor
...three 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...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 31
- Series 9
- +16 subjects
Peter: Windsor Series 65 tutor
...make money doing so. These licenses are so valuable, that you have the potential to make as much money, if not more money than doctors and lawyers. You do not need a secondary degree, you just need to pass the tests. You would want me as at tutor mainly because of my experience. My expertise...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 65
- Insurance License
- Series 9
- Series 15 - Foreign Currency Options Exam
- +42 subjects
Private Series 65 Tutoring in Windsor
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.
Your Personalized Tutoring Program and Instructor
Our knowledgeable directors help you choose your tutor with your learning profile and personality in mind.
Your tutor can customize your lessons and present concepts in engaging easy-to-understand-ways.
You can learn more efficiently and effectively because the teaching style is tailored to you.
With the flexibility of online tutoring, your tutor can be arranged to meet at a time that suits you.