Top Series 66 Tutors serving Waterloo

Jennifer: Waterloo Series 66 tutor
...I have got tips and tricks on how to pass these exams in one sitting. In addition, I will incorporate real-world examples that will expand on the knowledge base of any student and enable him/her to ace the exam(s). I believe students who actively participate and take responsibility for their learning succeed the most.
Education & Certification
- Fort Valley State University - Bachelor of Science, Biology, General
Subject Expertise
- Series 66
- Series 63
- Series 87
- Series 7 - General Securities Representative Exam (Stockbroker)
- +18 subjects

Kristin: Waterloo 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
- SIE
- Series 7
- Series 63
- +1 subjects

Bryan: Waterloo Series 66 tutor
...within the industry since 2018. While I tutor a variety of subjects, I especially enjoy helping students with the material covered in FINRA Licensing Exams (SIE, Series 7, Series 63/66). In my experience helping students prepare for Licensing Exams, I have enjoyed seeing learners become more confident in their knowledge of financial products, industry regulations,...
Education & Certification
- University of Utah - Bachelor in Arts, Finance
Subject Expertise
- Series 66
- Series 63
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +5 subjects

Joseph: Waterloo Series 66 tutor
...coaching positions has allowed me to develop a unique perspective and flexible tutoring style. While I tutor a range of subjects on business and financial topics, I am most passionate about FINRA and Insurance regulatory examinations. I am a firm proponent of continuing education throughout one's lifetime and in sharing knowledge with others as much...
Education & Certification
- University of Phoenix - Associate in Science, Business, General
Subject Expertise
- Series 66
- Series 4
- Series 6
- Series 65
- +30 subjects

Sarah: Waterloo Series 66 tutor
...such as learning disabilities, test anxiety, and other mental blocks. My flexibility and deep understanding of exam content stem from years of close collaboration with students across various categories. I am dedicated to being available for my students, offering the flexibility to learn at their own pace, whether that means intensive preparation in a month or...
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
- CFP
- +36 subjects

Raman: Waterloo Series 66 tutor
...Life & Health Insurance License, the CFP curriculum and the exam, ChFC curriculum and anything related to the finance and financial services industry. Reading material and memorizing it is one thing, understanding how to strategically take these exams and understanding the concept is where my skills will help you successfully achieve your goal of passing...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- Series 66
- Series 7
- Series 6
- Series 65
- +25 subjects
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- Series 66
- Series 6
- CPA
- Series 7
- +14 subjects
Education & Certification
- Purdue University - Bachelor in Arts, Education
- Indiana University - Master of Science, Public Finance
Subject Expertise
- Series 66
- Series 65
- SIE
- Series 63
- +20 subjects

Jorge: Waterloo Series 66 tutor
...Certificate in Financial Planning from Bryant University. Preparing for a certification exam can be a daunting and stressful experience. I strive to help my students isolate their strengths and weaknesses, then help them construct a plan to approach the material in a disciplined and structured manner. By doing so, they gain confidence and focus on...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- Series 66
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- +36 subjects

Kyle: Waterloo Series 66 tutor
...and capital markets and 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...
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
- Series 63
- Series 65
- +11 subjects

Natalie: Waterloo Series 66 tutor
...lending and real estate matters. On my free time I like to go cycling, volunteer locally and enjoy keeping up with the latest fashion trends and home decor. I also am part of a roller hockey league and play left defender. I am very passionate about economic empowerment and have seen slowly but surely that...
Education & Certification
- Seton Hall University - Bachelor in Arts, Political Science and Government
Subject Expertise
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- Series 63
- +151 subjects
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- Series 66
- CFP
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects

Aaron: Waterloo Series 66 tutor
...received my Bachelor's in Finance from the University of Nebraska-Omaha. During that time, I obtained my Series 7 and 66 licenses. Shortly after obtaining those licenses, I then obtained the Series 4, 24 and 53 licenses. To continue my pursuit of growth, I went on to earn my Certified Financial Planner (CFP) designation. A short...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 66
- Series 4
- Series 65
- CFP
- +7 subjects

Krista: Waterloo Series 66 tutor
...I also hold a Certified Financial Planner designation. I help candidates studying for their Life/Health, SIE, Series 7, Series 6, Series 66 (63/65), and CFP designations. I am eager to pass on various tips and tricks I have learned for the various exams. I have various study tips and tricks that I have found helpful...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Business Administration and Management
- Capella University - Masters in Business Administration, Project Management
Subject Expertise
- Series 66
- Series 63
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- +18 subjects

Gary: Waterloo Series 66 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 66
- Series 47 - Japanese Module of the General Securities Exam
- Series 16
- Series 79
- +72 subjects
Subject Expertise
- Series 66
- Series 65
- SIE
- Series 63
- +24 subjects

Evan: Waterloo Series 66 tutor
...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 as a Director of Finance...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 66
- Series 24
- Series 65
- Series 63
- +27 subjects

Garth: Waterloo Series 66 tutor
...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 have experience working with first time test takers...
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
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +26 subjects

Chunhua: Waterloo Series 66 tutor
...guidance to students. I am a visual learning and tutoring using illustrations and examples to improve the recall of information and concepts. I have hosted and participated in my speaking engagements both in public and corporate board. I enjoy challenges and have consistently grown within the industry by enhancing my shills and obtaining additional licenses...
Education & Certification
- Wuhan University - Bachelor of Science, Computer and Information Sciences, General
- Wuhan University - Doctor of Philosophy, Management Information Systems
Subject Expertise
- Series 66
- Series 63
- Real Estate License
- Series 7
- +7 subjects

Melissa: Waterloo Series 66 tutor
...world experience in business. I can teach the following licenses: SIE, Series 7, Series 63, and Series 66. I am a current licensed senior broker at a large firm. I have assisted with in-person training to pass these licenses and have worked teaching adults my entire career. Cannot wait to work with you!
Education & Certification
- The University of Texas at Arlington - Bachelor in Arts, Anthropology
- Capella University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- SIE
- Series 63
- Series 7
- +1 subjects
Private Series 66 Tutoring in Waterloo
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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