Top Series 65 Tutors serving Cardiff
Shawn: Cardiff Series 65 tutor
...been teaching and tutoring since I was an undergraduate in 1996. I currently work in the financial services industry. While I tutor a broad range of subjects, I am most passionate about tutoring/teaching in Test Prep, Business, Financial subjects, and the Social Sciences. In my experience, one size does not fit all and the people...
Education & Certification
- Washington University in St Louis - Master of Arts, International Relations
Subject Expertise
- Series 65
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +56 subjects
Karen: Cardiff Series 65 tutor
...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, 63, 7 65.66, 24 and many more. Many students struggle with the concepts of the SIE exam. I can break it down...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 6
- ChFC - Chartered Financial Consultant
- Series 26
- +24 subjects
Scot: Cardiff Series 65 tutor
...June of 2011. In February of 2017, I 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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 22
- Series 9
- Series 6
- +12 subjects
Raul: Cardiff Series 65 tutor
...professor and a music educator in public schools. With a Doctorate in Music from the University of Nebraska-Lincoln and various teaching certifications across multiple states, I have over 20 years of teaching experience. My passion lies in fostering a supportive learning environment where I can help students achieve their academic and personal goals. I utilize...
Education & Certification
- Tarleton State University - Bachelor in Arts, Music Teacher Education
- University of Nevada-Las Vegas - Master of Arts, Music
- Chapman University - Masters in Education, Education
- University of Nebraska-Lincoln - Doctor of Philosophy, Music
- Alfred University - Masters in Business Administration, Business, General
Subject Expertise
- Series 65
- SIE
- CBEST - The California Basic Educational Skills Test
- Series 63
- +24 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- Series 66
- Series 6
- Series 9
- +16 subjects
Vikram: Cardiff Series 65 tutor
...MBA (Fin) and CFA qualifications. Teaching is my hobby and I taught nearly 60 CFA level 1 students. I have 18 years of professional experience as an investment professional. Completed FINRA Exams, Series 7 and Series 66. Making difficult concepts easy to understand with examples from day-to-day life is a gift to me.
Education & Certification
- ICFAI - Master's/Graduate, Investment
- CFA Institute - Professional (JD, MD, DMD, etc), Investment
- London Business School - Master of Arts, Finance
Subject Expertise
- Series 65
- Exam FM - Financial Mathematics
- Series 63
- Series 7
- +29 subjects
Subject Expertise
- Series 65
- Series 79
- Series 7
- PMP
- +56 subjects
Aaron: Cardiff Series 65 tutor
...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 and retirement consulting. When...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 65
- Series 66
- Series 7
- Series 4
- +7 subjects
Christopher: Cardiff Series 65 tutor
...My expertise is in options, futures, forwards, swaps and other financial derivatives, which I studied both at Middle Tennessee State University and the London School of Economics. I gained valuable tutoring experience in university after being offered a position in the finance lab as a head tutor, and have since found that those skills have...
Education & Certification
- Middle Tennessee State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- CFA
- CPA
- UK A Level Thinking Skills
- +144 subjects
Isaac: Cardiff Series 65 tutor
...Missouri State University with a degree in Finance with an emphasis in Financial Planning. I have my CFP, and have passed the Series 6, Series 7, Series 63, Series 65, and Series 66 exams. I also have my life and health insurance license and have passed the CFA level one exam. My favorite part about...
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Insurance License
- SIE
- Series 6
- +12 subjects
William: Cardiff Series 65 tutor
...complex financial concepts accessible to all. My tutoring focuses on subjects such as the SIE, Series 6, Series 7, Series 65, and Series 66 where I emphasize real-world applications and understanding the intricacies of financial planning. My teaching philosophy centers on breaking down problems and guiding students through the thought process, ensuring they grasp not...
Education & Certification
- Manhattan College - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Insurance License
- SIE
- Series 7
- +4 subjects
Hal: Cardiff Series 65 tutor
...twenty years of teaching experience at the college and university level in addition to having served as a national educator in investments for a Fortune 20 firm. My 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,...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 65
- Series 52
- Series 87
- Series 3
- +171 subjects
Nhan: Cardiff Series 65 tutor
...am 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,...
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- Series 9
- +78 subjects
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- Series 65
- Series 31
- CFA
- Series 63
- +43 subjects
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- FRM
- CAIA
- Series 6
- +14 subjects
Education & Certification
- University of Miami - Master of Science, General Literature
- University of Florida - Master of Science, Business Administration and Management
- Argosy University-Chicago - Doctor of Science, Organizational Leadership
Subject Expertise
- Series 65
- FINRA - Financial Industry Regulatory Authority
- Series 79
- Series 7
- +22 subjects
Brendan Daniel : Cardiff Series 65 tutor
...if I can be a foundational block to getting you closer to your goal. I graduated with a degree in Psychology and a minor in Economics. Since graduation, I worked in asset management as a portfolio manager while pursuing my CFA, and recently founded my own firm. Currently, I am a level 3 CFA candidate...
Subject Expertise
- Series 65
- Series 26
- Series 63
- Series 39
- +62 subjects
Stephen: Cardiff Series 65 tutor
...macroeconomics and personal finance. My diverse background in banking, real estate, and investments fuels my passion for teaching essential financial concepts that are often overlooked in traditional education. I believe in a student-centered approach, tailoring my methods to accommodate different learning styles, whether through hands-on problem-solving or practical real-world applications. I find fulfillment in helping...
Education & Certification
- Rollins College - Master's/Graduate, Business Adm/Finance
Subject Expertise
- Series 65
- CFP
- Insurance License
- AACN - American Association of Colleges of Nursing
- +22 subjects
Claudio: Cardiff Series 65 tutor
...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 Representative (Series 7)
Education & Certification
- Brigham Young University-Hawaii - Bachelor of Science, Business Administration and Management
- Trinity College - Master of Science, Finance
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- Series 7
- +34 subjects
Education & Certification
- Tulane University of Louisiana - Bachelor of Science, Biology, General
Subject Expertise
- Series 65
- Series 24
- Series 63
- Series 7
- +23 subjects
Private Series 65 Tutoring in Cardiff
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