Award-Winning Series 66 Courses & Classes in Waterloo

Peter: Waterloo Series 66 course instructor

...Broker Check: https://brokercheck.finra.org/individual/summary/1313689 and see that I had all the licenses. I also was the prime lead instructor for a Series 7 school years ago before publishing training manuals that became the big business we see today. My peers, other broker-dealers, had enough confidence in me to elect me to two different FINRA offices. One...

Claudio: Waterloo Series 66 course instructor

...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...

Nhan: Waterloo Series 66 course instructor

...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 tackle using all available resources. By identify what works for each student, I will provide a unique learning framework for each session, so...

Jacquelyn: Waterloo Series 66 course instructor

...been a great accomplishment for me. When your children graduate with Honors, and your student employees perform well to obtain professional licenses, it represents how well you were dedicated, coached, trained, and developed during the process. My experience working one-on-one, in small and large groups has proved to be successful. I look forward to becoming...

Richard: Waterloo Series 66 course instructor

I have been in Finance for 20+ yrs specializing in Investments, Financial Planning and Estate Planning. I enjoy trading, technical analysis and reading/writing about the stock market. I enjoy sharing my years of knowledge and experience with others.

Monica: Waterloo Series 66 course instructor

...empowered to ask questions and explore the intricacies of wealth management. My extensive background in the financial services industry (over 20 years) enhances my ability to connect with students. I am dedicated to inspiring the next generation of financial professionals. Outside of tutoring, I enjoy football and spending time with my family.

David: Waterloo Series 66 course instructor

Michael: Waterloo Series 66 course instructor

...have recently changed my career to move out of in-house financial services firms and focus completely on teaching. The way I prefer to teach and tutor is to work with the student, not lecture them. I try to find their strengths and weaknesses, the focus on increasing their strengths and improving on their weaknesses. I...

David: Waterloo Series 66 course instructor

Independent Financial Advisor and Political Junkie. If you need to pass your series exams or need to learn about our political system here in The United States I'm your guy!

Kevin: Waterloo Series 66 course instructor

...the topics I tutor you with. I specialize in tutoring a broad range of subjects with a focus on math, science, history, government, geography, accounting, finance and related business topics. One of my goals for each tutoring session is to keep the student engaged and challenged yet not overwhelmed. I use a number of teaching...

LaKeisha: Waterloo Series 66 course instructor

...and tutoring experience that I have consists of working with elementary, middle, high school, college, and graduate students in subject areas pertaining to English, Writing, Pre-Algebra, Algebra 1, American Government, and Investments. I believe that learning should be a memorable and relatable experience for students to enjoy and to apply in their life. My desire...

Evan: Waterloo Series 66 course instructor

...Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I served as a Director of Finance for a Private Equity owned enterprise. I have helped many students in statistics, economics, managerial accounting, financial accounting and finance. I enjoy tutoring and it gives me the opportunity to teach location independent.

Gabriel: Waterloo Series 66 course instructor

I am a graduate of the Darla Moore School of Business in South Carolina. Since then I have worked as a paraplanner and assistant to financial advisors.

Benjamin: Waterloo Series 66 course instructor

...am passionate about helping my students build confidence and achieve their goals, using interactive methods that make complex material more accessible. Currently certified to teach in New York, I am committed to continuous improvement and staying current with industry standards, ensuring my students receive the best guidance possible. In my free time, I enjoy reading...

Purvis: Waterloo Series 66 course instructor

...individual learning styles and fostering a supportive environment where questions are encouraged. Mentoring aspiring finance professionals is not just a job for me; it's a fulfilling journey that allows me to share my knowledge and experience while witnessing my students' growth and success. I look forward to the opportunity to inspire and guide you on...

Benjamin: Waterloo Series 66 course instructor

Glad to help students prepare for the CFP, Series 7, and Series 66 industry exams!

Bryan: Waterloo Series 66 course instructor

...helping students prepare for Licensing Exams, I have enjoyed seeing learners become more confident in their knowledge of financial products, industry regulations, and market mechanics. I am enthusiastic about learning and believe that anyone can grasp complex material, no matter how difficult. I believe that mastering challenging material empowers individuals to believe in their abilities...

Zachary: Waterloo Series 66 course instructor

...The program I have learned is designed specifically to teach you the information you need to know to pass and skip out on all the fluff. I have a vast understanding of the "test world" concepts and their real world applications. If you are looking for a tutor who can break down the concepts into...

Danny: Waterloo Series 66 course instructor

...9 and 10. In addition, I also have my New Jersey Life and Health Insurance licenses. I am here to help you develop a plan for success. I will set you up to the best of my abilities for test day and make sure you have given 100% to get there. I love to play...

Audrey: Waterloo Series 66 course instructor

...year Hospital Accounting class that emphasized cost accounting. All of my students graduated and have successful careers. I also have more than 20 years experience in the auditing, government, public finance and project management, fixed income (bonds), mutual fund, and financial services industry. I use my knowledge and experience to help students visualize their future...