Edward: Waterloo Series 6 test prep instructor
...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 and football both at the youth and high school levels. I love music and am an active...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 6
- Series 65
- Series 7
- Series 79
- +27 subjects
Joseph Fon: Waterloo Series 6 test prep instructor
...management professional, I have learned that my personal success is tied to how well I succeed in managing my clients wealth and that my success is tied to their success. As their wealth increases, so too does my satisfaction, happiness and compensation. As a Varsity Instructor, I will maintain the same values even though there...
Education & Certification
- University of New Orleans - Bachelor of Science, Business Administration and Management
- University of Alabama - Master of Science, Economics
Subject Expertise
- Series 6
- SIE
- Series 22
- UK A Level Business
- +5 subjects
Purvis: Waterloo Series 6 test prep instructor
...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 not just a job for me; it's a fulfilling journey that allows me to share my knowledge and experience while witnessing...
Education & Certification
- Columbia University - Master's/Graduate, Finance
Subject Expertise
- Series 6
- Series 66
- Series 65
- SIE
- +5 subjects
Matthew: Waterloo Series 6 test prep instructor
...tough concept, I'm here to help you gain confidence and succeed! Outside of finance and tutoring, I'm passionate about health and fitness, personal development, and lifelong learning. I enjoy weight training, building audio systems, and working on DIY home and car projects. I also have a deep interest in language learningI'm currently studying Japaneseand I...
Education & Certification
- Texas A&M University - College Station - Bachelor's, Finance
Subject Expertise
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- Series 63
- +53 subjects
James: Waterloo Series 6 test prep instructor
...families and small business owners. I have taught personal finance at a university and enjoy guiding people through financial planning discussions -- including investment planning, insurance planning, retirement planning, estate planning and tax planning. In addition, I spent 25 years as an EMT and paramedic and have taught many medical classes at high schools and...
Education & Certification
- Asbury University - Bachelor in Arts, Ancient Near Eastern and Biblical Languages
- Liberty University - Master of Arts, Theology
- The American College - Master of Science, Financial Planning
- Auburn University - Doctor of Philosophy, Vocational-Technical Education
Subject Expertise
- Series 6
- Series 10
- Series 79
- CFP
- +31 subjects
Ernesto: Waterloo Series 6 test prep instructor
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 6
- Series 63
- Series 66
- NASAA - North American Securities Administration Association
- +22 subjects
Kevin: Waterloo Series 6 test prep instructor
...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 space, I work with the student to help select mutually convenient locations. In my spare time, I enjoy biking, hiking, swimming, tennis, reading, movies,...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 6
- Series 30
- Series 66
- CPA
- +41 subjects
Lonie: Waterloo Series 6 test prep instructor
...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 leave it...
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 6
- Series 7
- Series 65
- Series 63
- +21 subjects
Joseph: Waterloo Series 6 test prep instructor
...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 all FINRA and State Insurance Exams tutoring. Your passing grade is both of our goals! I...
Education & Certification
- Yeshiva University - Bachelor of Science, Economics
- Western Governors University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 6
- Series 27
- Series 24
- SIE
- +48 subjects
Daniel: Waterloo Series 6 test prep instructor
I am a CPA with a background in teaching and tutoring. I can work with you on most finance, business, and accounting subjects. I help simplify the material and highlight the core lessons. I've been told it's very effective and helpful!
Education & Certification
- Malone University - Bachelor in Arts, Organizational Leadership
- Baldwin-Wallace College - Masters in Business Administration, Accounting
Subject Expertise
- Series 6
- Series 66
- CPA
- CLU - Chartered Life Underwriter
- +25 subjects
Benjamin: Waterloo Series 6 test prep instructor
Glad to help students prepare for the CFP, Series 7, and Series 66 industry exams!
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 6
- Series 24
- Series 79
- Series 7 - General Securities Representative Exam (Stockbroker)
- +24 subjects
Nancy: Waterloo Series 6 test prep instructor
...(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 preparation, or through SAT/ACT prep, or through AP/SAT subject test prep in English Literature, Human Geography,...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 6
- Series 24
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +99 subjects
Warrick: Waterloo Series 6 test prep instructor
...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 days when I was a student in need of help.
Education & Certification
- The University of Florida - Bachelor in Business Administration, Finance
Subject Expertise
- Series 6
- Series 7
- Series 63
- Series 66
- +26 subjects
Peter: Waterloo Series 6 test prep instructor
...CFP courses but I have also taught undergraduate accounting and finance courses. I like helping students as the memory of struggling through a class is still fresh with me. Tutoring gives me the opportunity to reduce or eliminate that same feeling a student may have. As a college professor my approach has been to "be...
Education & Certification
- Hofstra University - Bachelor in Business Administration, Finance
- Long Island University-C W Post Campus - Masters in Business Administration, Finance
Subject Expertise
- Series 6
- Series 79
- Series 86
- Series 99
- +18 subjects
Barbara J.: Waterloo Series 6 test prep instructor
...doctorate in psychology, which allows me to easily adapt to your learning style and adapt quickly when need be. I am also a published author who is currently working on two books. I have taught and proctored for over 20 years and nothing makes me happier than when I see that a student has grasped...
Education & Certification
- Utrecht University - Doctorate (PhD), Forensic Behavioral Psychology
Subject Expertise
- Series 6
- CSCP - Certified Supply Chain Professional
- NPTE - National Physical Therapy Examination
- SHRM-CP - Society for Human Resource Management- Certified Professional
- +220 subjects
Krista: Waterloo Series 6 test prep instructor
...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 and previous students that I have tutored have as well.
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 6
- Series 63
- Series 65
- Series 66
- +18 subjects
Ben: Waterloo Series 6 test prep instructor
...club to assist the kiddos with their homework assignments. Upon graduation, I began a career as a financial professional, where I advised families, individuals, and businesses by taking complex (and often confusing) financial subject matter and breaking them down into simple steps. I've always been passionate about learning, and I believe any subject (yes, even...
Education & Certification
- Lee University - Bachelor of Science, Health Services Administration
Subject Expertise
- Series 6
- Series 63
- SIE
- Elementary School Reading
- +45 subjects
Paul: Waterloo Series 6 test prep instructor
...a student must pass can seem daunting. My goal is to add clarity and help students fully understand the necessary concepts and terminology. I have a Bachelors in religious studies. I've completed CLU / ChFC courses from American College and graduate studies in business at Wharton. I've always had a passion for helping others, in...
Education & Certification
- Cincinnati Christian University - Bachelor in Arts, Religious Studies
Subject Expertise
- Series 6
- SIE
- Series 79
- Series 86
- +17 subjects
Nicholas: Waterloo Series 6 test prep instructor
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 6
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +8 subjects
Isaac: Waterloo Series 6 test prep instructor
...team study for their series exams (SIE, series 6, 7, 63, 65, and 66). I graduated from Missouri State University with a degree in Finance with an emphasis in Financial Planning. I have my CFP, and have passed the Series 6, Series 7, Series 63, Series 65, and Series 66 exams. I also have my...
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- Series 6
- Series 7
- SIE
- Insurance License
- +12 subjects