Top Series 63 Tutors serving Cardiff
Kyle: Cardiff Series 63 tutor
I have a passion for financial and capital markets and love to 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...
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- University of Notre Dame - Current Grad Student, Finance
Subject Expertise
- Series 63
- Series 7
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- +11 subjects
Claudio: Cardiff Series 63 tutor
...level 1 candidate with diversified graduate-level education in econometrics, derivatives, corporate finance, economics and financial statement analysis. I am a team player, goal oriented, trustworthy. I am fluent in Spanish and English and I am the former President of the Latino Student Association at BYU- Hawaii. I have been educated in 3 different continents. Registered...
Education & Certification
- Brigham Young University-Hawaii - Bachelor of Science, Business Administration and Management
- Trinity College - Master of Science, Finance
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- Series 66
- +34 subjects
John: Cardiff Series 63 tutor
...in financial services for over 28 years. I am a passionate management professional accomplished in successfully recruiting talent, managing change, and mentoring individuals. I have successfully recruited, hired, trained and/or supervised over 500 financial advisors. I have studies Retirement Planning along with having the following FINRA Licenses: Series 7, 8 (9/10), 66, 63. While I...
Education & Certification
- Chicago State University - Bachelor of Science, Applied Psychology
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 79
- Series 24
- +9 subjects
Zachary: Cardiff Series 63 tutor
...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 designed specifically to teach you the information you need to know to pass...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 63
- SIE
- Series 28
- Series 7
- +12 subjects
Angelo: Cardiff Series 63 tutor
I love helping students in topics related to math, to finance (public and private equity) and to engineering. I believe that if I can't explain concept, then I don't understand it. By that same token, if a student can't explain a concept back to me, then they don't understand it even if they say they...
Education & Certification
- University of Florida - Master of Science, Electrical Engineering
- University of Pennsylvania - Masters in Business Administration, Business Administration and Management
- university of chicago - Master's/Graduate, ma
Subject Expertise
- Series 63
- ABOS - American Board of Orthopaedic Surgery
- CLM - Certified Legal Manager
- MSS - NBME Subject Examination Program
- +325 subjects
Natalie: Cardiff Series 63 tutor
...have my Series 6, 63. Life, Health and Variable Annuity, and Real Estate Licenses. Helping clients keeping their financial house in order has been very gratifying and fulfilling as a banking professional, however I'd like to have my own practice and brokerage firm one day. After having graduated Seton Hall, my varied experience has offered...
Education & Certification
- Seton Hall University - Bachelor in Arts, Political Science and Government
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- NMLS - Nationwide Mortgage Licensing System
- Series 6
- +151 subjects
David: Cardiff Series 63 tutor
Communication is key to any role, and I strive for clarity by relying on the subject matter to speak for itself. My goal is to communicate the knowledge to the best of my ability and leave any opinions, biases and judgements out of the equation.
Education & Certification
- Boston College - Bachelor in Arts, Economics
- Boston College - Bachelor in Arts, Romance Languages
Subject Expertise
- Series 63
- Insurance License
- Real Estate License
- Series 6
- +31 subjects
Andrew: Cardiff Series 63 tutor
...with a Finance Concentration. I recently completed my MS in Finance from Georgetown. I have worked for the Federal Reserve Board of Governors, investment banks, and a private equity firm; so, I have experience in the applied application of academic theory. I am adept at teaching economics and finance, as well as topics in math,...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 63
- Series 3
- Series 7
- CPA
- +70 subjects
Jorge: Cardiff Series 63 tutor
...the way, I have earned my Certificate in Financial Planning from Bryant University. Preparing for a certification exam can be a daunting and stressful experience. I strive to help my students isolate their strengths and weaknesses, then help them construct a plan to approach the material in a disciplined and structured manner. By doing so,...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- Series 63
- SIE
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +38 subjects
John: Cardiff Series 63 tutor
I want to serve the academic needs of students in the areas of history, math, and finance. I have taught middle school math and US History for almost 20 years and am passionate about helping students in those areas. I also would work with people looking for help with exams to gain financial licenses...
Education & Certification
- Lycoming College - Bachelor in Arts, Economics
- Alvernia University - Masters in Education, Urban Education and Leadership
Subject Expertise
- Series 63
- Series 6
- SIE
- PRAXIS
- +55 subjects
Brian: Cardiff Series 63 tutor
...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 few years out of college. I became a...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 63
- Series 10
- FINRA - Financial Industry Regulatory Authority
- Series 26
- +22 subjects
Vincent : Cardiff Series 63 tutor
I am a Financial Advisor, MBA Graduate, and Lifelong Learner. I have successfully taken and passed the Securities Industry Essentials (SIE), the General Securities Representative (Series 7), the Uniform Securities Agent State Law (Series 63), and the Uniform Investment Advisor Law (Series 65) examinations. Due to my experience in financial services, I will be able...
Education & Certification
- University of Central Florida - Bachelor of Science, Business and Managerial Economics
- Georgian Court University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- SIE
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +14 subjects
Aleta: Cardiff Series 63 tutor
...career, I obtained the Certified Series 7, 6, 63, and 65 and the Life, Health, Annuities and Variable Contracts Producer License within various states. I also hold an MBA in finance. I own a financial consulting firm providing financial coaching, financial educational presentations/events, academic instruction and money management skills individually and within my community.
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 63
- Series 65
- Series 24
- SIE
- +27 subjects
Ben: Cardiff Series 63 tutor
...in several social service clubs, campus choir, and I also volunteered my time at the local Boys and Girls 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...
Education & Certification
- Lee University - Bachelor of Science, Health Services Administration
Subject Expertise
- Series 63
- SIE
- Series 6
- Public Speaking
- +45 subjects
William: Cardiff Series 63 tutor
I have been helping students pass the Series 6, 7 and 66 for the past 26 years and now recently the SIE as well. I specialize in helping students with...
Education & Certification
- Malone University - Bachelor in Arts, Accounting and Business Management
Subject Expertise
- Series 63
- Series 26
- Series 52
- Series 47 - Japanese Module of the General Securities Exam
- +30 subjects
Joseph: Cardiff Series 63 tutor
...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 welcome all students to study together...
Education & Certification
- Yeshiva University - Bachelor of Science, Economics
- Western Governors University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 82
- Series 65
- Series 66
- +48 subjects
edward: Cardiff Series 63 tutor
...am a person with an easy-going personality style with complete empathy for your 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...
Education & Certification
- University of South Florida-Main Campus - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 65
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- +7 subjects
Sarah: Cardiff Series 63 tutor
...and I provide a variety of accessible learning portals, eliminating the need for additional expenses on materials. My extensive resource library includes both my own unique materials and traditional ones (Kaplan, PassPerfect, and Achievable), ensuring a comprehensive learning experience. As a financial advisor and recent MBA graduate, I've been trained to cater to a wide...
Education & Certification
- University of upper Iowa - Bachelor in Business Administration, Business Administration and Management
- University of Wisconsin-Madison - Masters in Business Administration, Accounting and Business Management
Subject Expertise
- Series 63
- Series 6
- Series 66
- CFP
- +36 subjects
Gregory: Cardiff Series 63 tutor
I studied economics at Wesleyan University and Financial Mathematics at The University of Chicago (Masters Degree.) I have 20 years experience using complex concepts in finance (stats, linear algebra, calculus) at JPMorgan and UBS. I teach stats, finance and programing in a user friendly way. I don't repeat the dry methods of text books. MATLAB...
Education & Certification
- Wesleyan University - Bachelor in Arts, Economics
- University of Chicago - Master of Science, Financial Mathematics
Subject Expertise
- Series 63
- Series 7
- Series 3
- Series 7 - General Securities Representative Exam (Stockbroker)
- +48 subjects
Matthew: Cardiff Series 63 tutor
...from East Carolina University, I spent a couple years working in Finance and later moved on to start my own real estate company. Business is more than just a subject matter to me, it became a part of my lifestyle! Everywhere I go I look at different businesses and try to understand what they do,...
Education & Certification
- East Carolina University - Bachelor of Science, Finance
Subject Expertise
- Series 63
- Series 7
- Series 3
- Real Estate License
- +14 subjects
Private Series 63 Tutoring in Cardiff
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