Top Series 7 Tutors serving Windsor
Aaron: Windsor Series 7 tutor
...designation. A short time later, I enrolled at Kansas State University and earned a Master's degree in Personal Financial Planning. Recently, I've earned the Behavioral Financial Advisor (BFA) designation and the Retirement Income Certified Professional (RICP) designation. I've worked in several industry roles from client service, back office roles, compliance, management, personal advising and planning...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 7
- Series 4
- Series 65
- Series 53
- +7 subjects
Evan: Windsor Series 7 tutor
...undergraduate/graduate level Finance, Economics, Math, or Accounting work, or CFA exam 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...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 7
- Series 24
- SIE
- Series 63
- +27 subjects
LaKeisha: Windsor Series 7 tutor
...1, American Government, and Investments. I believe that learning should be a memorable and relatable experience for students to enjoy and to apply in their life. My desire is for students to be able to experience the countless opportunities and places that reading and learning can take them as Dr. Seuss said. Reading and learning...
Education & Certification
- Wesleyan University - Bachelor in Arts, English
- Augusta State University - Master of Public Policy, Public Administration
- Capella University - Doctor of Philosophy, Human Services
Subject Expertise
- Series 7
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +27 subjects
Brent: Windsor Series 7 tutor
...Finance and Strategy / Entrepreneurship, Currently working on Masters of Science in Accounting at SMU. Level II CFA (Chartered Financial Analyst) candidate, 20 years as an Investment Speaker and sales Executive for Fortune 100 firms. I was Academic Decathlon, Whiz-Quiz and Olympics of the Mind participant in High School, (Plano and Lewisville Gifted and Talented).
Education & Certification
- Univ North Texas - Bachelors, Finance
- Southern Methodist University - Masters, Finance/ Strategy /Accounting
Subject Expertise
- Series 7
- 1st Grade Writing
- High School Economics
- AP US History
- +120 subjects
Michael: Windsor Series 7 tutor
...make your path to certification a successful and 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,...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 7
- Series 66
- Series 9
- CFP
- +12 subjects
Benjamin: Windsor Series 7 tutor
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 7
- Series 9
- Series 66
- Series 57
- +24 subjects
Kent: Windsor Series 7 tutor
...Kent Acheson is the VP of Finance and Operations for Acheson Consulting, LLC. He has managed Acheson Consulting since 2003 and performed all financial management functions, including P&L, budgeting, forecasting, all cash management, taxes, and analyses, as well as, reports to management, including the financial statements. He received his MBA in 2006 and his DBA....
Education & Certification
- University of Oklahoma Norman Campus - Bachelor in Arts, Economics
- University of Phoenix - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- CPA
- College Economics
- Math
- +37 subjects
Karen: Windsor Series 7 tutor
...8+ years of experience tutoring students from ages 7-40 years old. Patience with each of my students is what helps me be the best tutor in their learning process. I don't teach students but rather I involve them in the learning process so that they can be confident when solving the problems at hand. What...
Education & Certification
- Indiana University-Bloomington - Bachelor of Science, Accounting and Finance
- Indiana University-Bloomington - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 7
- Exam FM - Financial Mathematics
- AP Microeconomics
- AP Music Theory
- +61 subjects
Zachary: Windsor Series 7 tutor
...a large firm in the industry and give investment advice to our high networth clients 1mm+ in assets. I passed the SIE and Series 65 will I was still in college and was put through a TD Ameritrade's training program to pass the Series 7 and Series 63 Licenses. The program I have learned is...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 7
- SIE
- Series 66
- Series 28
- +12 subjects
Sean: Windsor Series 7 tutor
...apply real world application of topics in order to gain a deeper understanding and truly gain knowledge around different subjects. My ultimate goal is to get my students to the end goal of passing their exam as quickly and efficiently as possible. I received my undergraduate degree from Arizona State University and have been working...
Education & Certification
- Arizona State University - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 7
- SIE
- Insurance License
- Series 6
- +2 subjects
Private Series 7 Tutoring in Windsor
Receive personally tailored Series 7 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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