Hal: Waterloo Series 24 test prep instructor
...each person and each person, who has the interest, will benefit from the best possible learning situation that can be provided and consequently contribute to the whole of society. No one method applies to all. It is my goal to focus on the individual, adapt my methods to their needs, and inspire them to succeed....
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 24
- Series 63
- Series 57
- Insurance License
- +171 subjects
Victoria: Waterloo Series 24 test prep instructor
...students. While I tutor a broad range of subjects, I am most passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex exams, we always seem to have the most success when we have discovered the student's learning style and thought-process. I believe learning should be an...
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 24
- Series 6
- Series 7
- CFP
- +35 subjects
Karen: Waterloo Series 24 test prep instructor
...Stevens. I graduated with a master's degree from Ashwood University in business administration. In addition, I hold an English teaching certificate. Since I graduated, I've taught or coached in several areas. However, my primary focus has been on Series licensing. I help students with all licenses such as SIE, 6, 7, 63, 7 65.66, 24...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 24
- Real Estate License
- Series 66
- SIE
- +23 subjects
Aaron: Waterloo Series 24 test prep instructor
...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 and retirement consulting. When I'm not focusing on my craft I enjoy spending time with my family and am an avid college and professional football fan.
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 24
- Series 65
- Series 7
- CFP
- +7 subjects
Nhan: Waterloo Series 24 test prep instructor
...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 with Economics, Finance and General Accounting. I believe in a thorough and rational approach to learning, where individual problem can be...
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 24
- Series 65
- Series 7
- CPA
- +78 subjects
Ben: Waterloo Series 24 test prep instructor
...portfolio manager, strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA, FRM
Education & Certification
- University of Amsterdam - Bachelor of Economics, Economics
- University of Southern California - Masters in Business Administration, Economics
Subject Expertise
- Series 24
- Series 79
- FRM
- Series 63
- +38 subjects
Brian: Waterloo Series 24 test prep instructor
...analyst and investment specialist for a brokerage firm. I abruptly changed direction and joined the military where I spent close to a decade serving in the United States Army Special Forces. I approach tutoring with a "no quit" attitude as I have done with many things in my life. Together we will make it happen!
Education & Certification
- Johnson Wales University-Providence - Bachelor in Arts, Finance
Subject Expertise
- Series 24
- Series 63
- PMP
- Series 66
- +18 subjects
edward: Waterloo Series 24 test prep instructor
...situation. I am 100% committed I graduated from the University of South Florida in 1986 and got my Real Estate License from the State of Florida that same year. In addition, I achieved the status as a Licensed Real Estate Broker in 1992 and have owned and managed various brokerages throughout my career as the...
Education & Certification
- University of South Florida-Main Campus - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 24
- Series 7
- Series 79
- Series 86
- +7 subjects
Dennis: Waterloo Series 24 test prep instructor
...some licenses along the way (7, 63, 55 and 24 supervisory principal). Life is easiest when armed with a variety of skill sets. So learn a little of everything but specialize in something that you feel like learning, even if there will be no test or recognition. Your education is really for yourself and those...
Education & Certification
- Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
Subject Expertise
- Series 24
- Series 63
- SIE
- Series 55
- +49 subjects
Michael: Waterloo Series 24 test prep instructor
...enjoy when I can learn something and then pass it on to others. That is what brought me to earn my PhD and my flight instructor certificate, allowing me to teach various areas in finance, such as corporate finance, personal finance, and securities markets, and anything dealing with aviation. I have recently changed my career...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 24
- Series 3
- SIE
- Series 63
- +16 subjects
Steven: Waterloo Series 24 test prep instructor
...and teach skiing part time as well. For the past 7 years I have been a small business owner. I love the teaching and learning process. For several years I have taught skiing. Skiing is a superb example of a skill that can be broken down to basic components and mastered through practice, repetition, and...
Education & Certification
- The University of Montana - Bachelor in Business Administration, Finance
- Yale University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 24
- FINRA - Financial Industry Regulatory Authority
- CFA
- Series 56 - Proprietary Trader Qualification Exam
- +70 subjects
Michael: Waterloo Series 24 test prep instructor
...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, I provide insights and tips that go beyond standard study materials. Proven Strategies: Learn the most effective test-taking strategies and techniques to tackle challenging questions...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 24
- Series 6
- Series 79
- Series 10
- +12 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 24
- Series 65
- Series 66
- Series 9
- +16 subjects
Danny: Waterloo Series 24 test prep instructor
...to play golf and I love all sports. I'm a family man, and they always come first. I'm not going to pull any punches, and I'm going to give you honest feedback along the journey. If you're looking for a disciplined approach to get to test day, I'm the person for you. Thank you and...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 24
- Series 65
- Series 66
- Insurance License
- +11 subjects
Education & Certification
- Saint Peters College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 24
- Series 10
- Series 63
- Series 9
- +4 subjects
Nancy: Waterloo Series 24 test prep instructor
...subjects. As a college economics major with an MBA, and as former investment banker with many years of experience there (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...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 24
- Series 66
- Series 65
- Series 63
- +99 subjects
Andrea: Waterloo Series 24 test prep instructor
...style and needs. I enjoy spending my time with my family and two dogs. We love all things outdoors whether it's hiking, walking, grilling, or spending the day at the park. I also enjoy listening to and singing along to music, although not everyone around me finds that part as enjoyable. My favorite study setting...
Education & Certification
- Washington University in St Louis - Master of Science, Finance
Subject Expertise
- Series 24
- Series 9
- Series 79
- Series 7 - General Securities Representative Exam (Stockbroker)
- +57 subjects
Edward: Waterloo Series 24 test prep instructor
...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. I...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 24
- Series 27
- Series 79
- Series 7
- +27 subjects
Education & Certification
- Purdue University - Bachelor in Arts, Education
- Indiana University - Master of Science, Public Finance
Subject Expertise
- Series 24
- Insurance License
- Series 63
- Series 7
- +20 subjects
Education & Certification
- Tulane University of Louisiana - Bachelor of Science, Biology, General
Subject Expertise
- Series 24
- Series 52
- Series 9
- Series 7
- +23 subjects