Top SIE Tutors serving Vancouver
Nicholas: Vancouver SIE 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
- SIE
- Series 6
- CFP
- Series 7
- +8 subjects
Nikita: Vancouver SIE tutor
...the material or bouncing back from a retake, I'll meet you where you are and guide you step by step toward mastery. With experience at top global investment banking institutions, I bring insider-level knowledge of the industry. And with a background in education, I know how to translate dense, technical content into clear, practical lessons...
Education & Certification
- University of Memphis - Bachelor of Science, Public Relations
Subject Expertise
- SIE
- Series 7
- Series 65
- Series 66
- +1 subjects
Hal: Vancouver SIE tutor
...where I worked as a financial planner, wire-house broker (stockbroker), trust advisor, and wealth advisor. I worked the broker-dealer channel, the bank channel, and the independent channel. I developed and took an introducing brokerage firm through the entire FINRA (then NASD) creation and registration process. I attended what was then a week-long Brokers Option Course...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- SIE
- Series 66
- Series 57
- Series 63
- +171 subjects
Kyle: Vancouver SIE tutor
...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
- SIE
- Series 63
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +11 subjects
Lonie: Vancouver SIE tutor
...enjoy helping others enough to do it 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...
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
- SIE
- Series 65
- Series 6
- Insurance License
- +21 subjects
Daniel: Vancouver SIE tutor
...partnerships, and providing strategic leadership and direction. I also have experience working on private placements with US-based family offices through my affiliation with Crestmont Investments. Prior to Envoy West, I served as the Capital Investment Director at the Department for International Trade in Washington, D.C. I led a high-performing team responsible for delivering significant growth...
Education & Certification
- Nottingham Trent University - Bachelor of Science, International Relations
Subject Expertise
- SIE
- Series 63
- Series 82
- FINRA - Financial Industry Regulatory Authority
- +1 subjects
Ryan: Vancouver SIE tutor
...top financial institutions, I bring a practical, hands-on approach to CFA and Series 7 tutoring. My teaching is rooted in my own academic success, having graduated Magna Cum Laude with a BBA in Corporate Finance & Alternative Investments from University of Massachusetts-Amherst. I'm passionate about helping students not only succeed but feel confident and excited...
Education & Certification
- University of Massachusetts Amherst - Bachelor of Science, Finance
Subject Expertise
- SIE
- FINRA - Financial Industry Regulatory Authority
- Series 3
- Series 7
- +6 subjects
Hajra: Vancouver SIE tutor
...in the allotted time frames given. I am passionate about helping people pass the professional exams and achieving their goals. I aim to be a resource to people, and letting them set the pace. I enjoy traveling when I can, either locally or internationally. Some of my favorite jaunts are those unassuming places that my...
Education & Certification
- American International College - Bachelor of Science, Business Administration and Management
Subject Expertise
- SIE
- Series 63
- Series 6
- Series 86
- +9 subjects
Scot: Vancouver SIE tutor
...co-founded my financial planning firm, Providers & Families Wealth Management, with my wife, Lindsey; and in December of that year, I became a CERTIFIED FINANCIAL PLANNER. The most influential teachers in my life provided an engaging and entertaining learning experience, and I strongly believe that these are very important characteristics of an impactful education! I...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- SIE
- Series 9
- Series 16
- CFP
- +12 subjects
Edward: Vancouver SIE tutor
...been involved with advising and counseling both 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....
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- SIE
- Series 63
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- +27 subjects
Private SIE Tutoring in Vancouver
Receive personally tailored SIE 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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