Top Series 66 Tutors serving Ottawa
John: Ottawa Series 66 tutor
...all types of investments and planning. I enjoy reading 3 to 5 articles a day regarding topics in the financial industry. I have been married for 25+ years and have 2 adult children, in their 20's, that both have successfully completed their bachelor's degrees. I am an avid golfer, enjoy yoga and cross-fit type exercises.
Education & Certification
- Chicago State University - Bachelor of Science, Applied Psychology
Subject Expertise
- Series 66
- Series 6
- Series 24
- Series 7
- +9 subjects
Sarah: Ottawa Series 66 tutor
...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 a wide range of learning styles, personality...
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 66
- Series 65
- SIE
- Series 6
- +36 subjects
Nicholas: Ottawa Series 66 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 66
- Series 7
- Insurance License
- CFP
- +8 subjects
Sean: Ottawa Series 66 tutor
...world for over 20+ years I find myself ready to give back. As a life long learner I can promise we will not only learn the subject you need but also learn how you best learn. My Style is to teach you where you are, really get to know you and how you process information...
Education & Certification
- Western Governors University - Bachelor in Business Administration, Information Resources Management
Subject Expertise
- Series 66
- Series 7
- FINRA - Financial Industry Regulatory Authority
- Personal Finance
- +17 subjects
Kyle: Ottawa Series 66 tutor
...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 66
- Series 7
- Insurance License
- Series 6
- +11 subjects
Michael: Ottawa Series 66 tutor
...enjoyable experience. Why Choose My Tutoring Services? Customized Help: I assess your strengths and weaknesses to create a personalized study plan that focuses on areas needing improvement, ensuring efficient and effective preparation. Expert Knowledge: With extensive experience and deep understanding of the securities and financial planning industries, I provide insights and tips that go beyond...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 66
- Series 10
- Series 6
- Series 24
- +12 subjects
Joshuah: Ottawa Series 66 tutor
...Level I CFA exam. All of which are completely unimportant because 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...
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- Series 66
- Series 86
- CPA
- Series 65
- +14 subjects
Nathalie: Ottawa Series 66 tutor
...to was on the other side of the country. I came back home to Florida to complete my MBA in Finance, and currently work as a Financial Analyst. I am very passionate about my work and hope to help you learn to love math as much as I do! I look forward to working with...
Education & Certification
- University of Central Florida - Bachelor of Science, Biology, General
- University of North Florida - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- CPA
- Series 7
- +34 subjects
Hal: Ottawa Series 66 tutor
...of Options and followed that as the designated options trader for a firm. I have over twenty years of teaching experience at the college and university level in addition to having served as a national educator in investments for a Fortune 20 firm. My background includes having been licensed as a Certified Public Accountant, Certified...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 66
- Series 65
- Series 10
- Series 52
- +171 subjects
Valentina: Ottawa Series 66 tutor
...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 that you will not be able to comprehend and nail...
Education & Certification
- Colorado Mesa University - Bachelor of Science, Computer and Information Sciences, General
Subject Expertise
- Series 66
- Series 63
- Series 65
- Series 7
- +4 subjects
David: Ottawa Series 66 tutor
...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 spent 2 years tutoring elementary children reading and writing and have...
Education & Certification
- Hobart William Smith Colleges - Bachelor in Arts, Economics
- Rochester Institute of Technology - Masters in Business Administration, Finance
Subject Expertise
- Series 66
- Exam IFM - Investment and Financial Markets
- Series 65
- Series 7
- +151 subjects
Peter: Ottawa Series 66 tutor
...see today. My peers, other broker-dealers, had enough confidence in me to elect me to two different FINRA offices. One was regional office and the other a national position. I sat in on the meetings when FINRA changed the Series 7 test from a single 6 hour exam to the present two exams being the...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 66
- Series 79
- Series 7
- Series 15 - Foreign Currency Options Exam
- +42 subjects
Jacquelyn: Ottawa Series 66 tutor
...have assisted many 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...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- WMCP - Wealth Management Certified Professional
- Exam FM - Financial Mathematics
- +18 subjects
Vikram: Ottawa Series 66 tutor
...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 66
- Series 7
- Series 63
- Exam IFM - Investment and Financial Markets
- +29 subjects
Kevin: Ottawa Series 66 tutor
...each tutoring session is to keep the student engaged and challenged yet not overwhelmed. I use a number of teaching methods, including practice questions and topical computer related tools. I often ask for feedback and appreciate candid communication. I try to be flexible with my time. To ensure that we have a quiet and comfortable study...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 66
- Series 3
- Series 24
- CPA
- +41 subjects
Natalie: Ottawa Series 66 tutor
I am passionate about teaching students about finance. I have 5 years of tutoring experience and am a former teacher. I have classroom experience in teaching from ages Pre-K into High School and Graduate School settings.
Education & Certification
- Seton Hall University - Bachelor in Arts, Political Science and Government
- Seton Hall University - Bachelors, Political Science
- Boston University - Masters / Graduate, Business
- Drew University - Masters / Graduate, Divinity
Subject Expertise
- Series 66
- Series 7
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- +151 subjects
Garth: Ottawa Series 66 tutor
...I am FINRA Series 7, Series 6, Series 63, Series 24, and Series 66 registered in all 53 jurisdictions. In previous roles, I was responsible for mentoring and supporting associates tasked with passing various FINRA licenses, as well as the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning Counselor (CRPC). I...
Education & Certification
- Lebanon Valley College - Bachelor of Science, Business Administration and Management
- Loyola University Maryland - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- CFP
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +26 subjects
Alex: Ottawa Series 66 tutor
...helping people stems from watching someone work hard to accomplish a goal and then finally accomplish that goal. Whether it be retiring, buying a new home, landing a new job, or passing a big test. I am always striving to make an impact in those around me and to "Add Value" in any way possible.
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Business Communications
Subject Expertise
- Series 66
- Insurance License
- Series 86
- Series 63
- +12 subjects
Warrick: Ottawa Series 66 tutor
...approach that focuses on allowing them to learn in a way that suits their learning style, whether visual or auditory. I make an earnest attempt to allow the student to learn in a fashion that is most effective in promoting retention and understanding. I will show much patience and empathy. I will never forget the...
Education & Certification
- The University of Florida - Bachelor in Business Administration, Finance
Subject Expertise
- Series 66
- Series 65
- SIE
- Series 7
- +26 subjects
Kristin: Ottawa Series 66 tutor
I just obtained my licenses within the last year: 6, 63, 66, 7. While my employer provided me with the books, I was not given study support which I think would have been incredibly helpful to me. I look forward to helping you pass on your first try!
Education & Certification
- Eastern Illinois University - Bachelor of Science, Special Products Marketing Operations
- Lewis University - Masters in Business Administration, Agricultural Business
Subject Expertise
- Series 66
- Series 7
- SIE
- Series 63
- +1 subjects
Private Series 66 Tutoring in Ottawa
Receive personally tailored Series 66 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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