Award-Winning Series 9 Tutors serving Waterloo

Monica: Waterloo Series 9 tutor

...including the SIE, Series 7, and Series 66. My approach centers on translating complex concepts into relatable, real-world scenarios, ensuring students grasp not just the material but also the strategies behind successful test-taking. I believe in fostering a supportive learning environment where students feel empowered to ask questions and explore the intricacies of wealth management....

David: Waterloo Series 9 tutor

Michael: Waterloo Series 9 tutor

...exams on the first try, I know firsthand the dedication and strategic approach needed to succeed. My passion for helping students stems from a deep commitment to making this journey as smooth and rewarding as possible. I believe that learning should be engaging and memorable. That's why I bring a creative approach to my tutoring,...

Heath: Waterloo Series 9 tutor

...with many students from my time at the Texas A&M Writing team, to coaching associates at my day job through Series 7, 63 and SIE exams. I have obtained a Bachelor of Science Degree from Texas A&M University, majoring in Economics. After graduation I complete my FINRA Series 7,63, 9, 10 and SIE certifications. I...

Daniel: Waterloo Series 9 tutor

I have been in the financial service industry for over 18 years and I would like to pass on my knowledge and experiences so that others can benefit .

Andrea: Waterloo Series 9 tutor

...Corporate Finance from Washington University in St. Louis and a Bachelor's Degree from the University of Central Missouri, and have developed a deep understanding of the principles of finance, accounting, economics, investment products, and business. In addition to my professional experience, I have a proven record of tutoring finance-related subjects and served as lead business...

Danny: Waterloo Series 9 tutor

...began my journey from the battlefield to the corporate office. I am happy to share my knowledge and experiences with you and help you achieve your goals. I have been a sales leader in the financial services industry for over 25 years and I retired a senior NCO in the Army Reserve serving for 23...

Michael: Waterloo Series 9 tutor

...2020, I have been instructing at 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...

Hal: Waterloo Series 9 tutor

...background includes having been licensed as a Certified Public Accountant, Certified Financial Planner, Certified Trust and Investment Advisor, Regulation 144 Specialist, Retirement Planning Specialist, Certified Senior Advisor, and a variety of other qualifications. In 2019, as I began tutoring and realized that it had been decades since I originally passed my securities licensing exams, I...

Nhan: Waterloo Series 9 tutor

...in another Master program, this one is for Accountancy, specialized in Auditing. I am expected to finish my second Master in Fall of 2019, and I will start my Doctorate program for Business and Corporate Strategies in August 2019. My primary areas of focus are Finra licensing, such as Series 7 and Series 65, along...

Aimee: Waterloo Series 9 tutor

...through intensive instruction. I have lived in rural Alaska - a.k.a. the "Bush" and used to live in the community where the TV show "The Alaskan Bush People" was filmed! I love helping all students learn, no matter their level, and helping them set their own goals to grow long after they work with me....

Brian: Waterloo Series 9 tutor

...a graduate of Portland State University. I received a Bachelor of Science with honors in Finance and Law. I also received a certificate in Black Studies with honors. I have a graduate degree from the Stonier Graduate School of Banking as well. I started a financial consulting business while in college then sold it a...

Edward: Waterloo Series 9 tutor

...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 member of 2 bands.

Jim: Waterloo Series 9 tutor

...every student I work with. I hold a Bachelor's degree from the University of WisconsinStout and a Finance degree from Madison Area Technical College, and I have spent much of my career leading teams and supporting individuals preparing for a wide range of FINRA securities licenses. My teaching philosophy centers on creating a supportive, engaging...

Frank: Waterloo Series 9 tutor

I love to teach finance/business/math. I'm happy to share how key concepts and tools are applied in practice, and how they are connected with each other.