Top SIE Tutors serving Cardiff
Monica: Cardiff SIE tutor
...on translating complex concepts into relatable, real-world scenarios, ensuring students grasp not just the material but also the strategies behind successful test-taking. I believe in fostering a supportive learning environment where students feel empowered to ask questions and explore the intricacies of wealth management. My extensive background in the financial services industry (over 20 years)...
Education & Certification
- Strayer College - Master's/Graduate, Business
Subject Expertise
- SIE
- Series 99
- Series 9
- Series 6
- +18 subjects
Eunpa: Cardiff SIE tutor
Business analyst with five years of tutoring and significant corporate strategy experience. Applied BA in math at top ten research university to financial modeling, ROI analyses, marketing, academic research, technology, and higher education.
Education & Certification
- University of Chicago - Bachelor in Arts, Mathematics
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- PSAT Critical Reading
- +43 subjects
Adrian: Cardiff SIE tutor
...high school, where I helped classmates in Algebra and Statistics, and even taught science to elementary school kids through an after-school program. In college, I continued that by becoming a teaching assistant for a Tableau course, helping students understand data visualization and apply it to real-world projects. Outside of the classroom, I got involved with...
Education & Certification
- Temple University - Bachelor of Science, Finance
Subject Expertise
- SIE
- ACT
- Business
- Finance
- +28 subjects
Brandy: Cardiff SIE tutor
...Series 7 licensed. I am a Financial Services Rep at a major Brokerage Firm in which I have been with with for two years. Passed each of my tests on the first try. I'm very skilled at teaching. I was previously licensed as a Life Insurance agent (Life Insurance and Annuities). I have a history...
Education & Certification
- Bellevue University - Bachelor of Science, Psychology
Subject Expertise
- SIE
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +1 subjects
Purvis: Cardiff SIE tutor
...for teaching is deeply rooted in my desire to empower students to achieve their goals and navigate the complexities of the financial world. I adopt a student-centered approach, tailoring my methods to meet individual learning styles and fostering a supportive environment where questions are encouraged. Mentoring aspiring finance professionals is not just a job for...
Education & Certification
- Columbia University - Master's/Graduate, Finance
Subject Expertise
- SIE
- Series 6
- Series 65
- Series 66
- +5 subjects
David: Cardiff SIE tutor
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!
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- SIE
- Series 63
- Series 66
- Series 65
- +8 subjects
Mark: Cardiff SIE tutor
...Real Estate Agent and the Real Estate Broker test TEST TAKING SKILLS are a vital part of passing any test I will demonstrate how. PRACTICE QUESTIONS - The more the better. As you are taking the test... I will show you how to build a POSITIVE ATTITUDE. The key is: HOW TO READ THE QUESTIONS...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- SIE
- Series 86
- Series 66
- Series 87
- +73 subjects
Jim: Cardiff SIE tutor
...the University of WisconsinStout and a Finance degree from Madison Area Technical College, and I have spent much of my career leading teams and supporting individuals preparing for a wide range of FINRA securities licenses. My teaching philosophy centers on creating a supportive, engaging learning environment where students feel confident asking questions, taking risks, and...
Education & Certification
- University of Wisconsin – Stout - Bachelor's, Hotel & Restaurant Management
- Madison Area Technical College - Associate in Science, Finance
Subject Expertise
- SIE
- Series 66
- Series 9
- Series 57
- +11 subjects
Christopher: Cardiff SIE tutor
...financial industry and previous experience in accounting and higher education, I specialize in preparing adult learners and college students for securities industry exams, including the SIE, Series 7, Series 66, and CFP certification. My teaching philosophy centers on breaking down complex financial concepts into manageable parts, using visual aids and interactive discussions to engage students....
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- Insurance License
- +4 subjects
Ross: Cardiff SIE tutor
...finance. I have studied for the SIE and passed it and helped other people pass the SIE. I am most passionate about History. In my experience helping struggling students prepare for Standardized Tests, we always seem to have the most fun. I am a firm proponent of education, believing it to be absolutely necessary for...
Education & Certification
- University of New Haven - Bachelor in Arts, Political Science and Government
- Mercy College - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- FINRA - Financial Industry Regulatory Authority
- Series 24
- Series 79
- +22 subjects
Scot: Cardiff SIE tutor
...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 look forward to helping...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- SIE
- Series 22
- Series 24
- Series 63
- +12 subjects
Kyle: Cardiff SIE tutor
...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 investment firm. Open...
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- University of Notre Dame - Current Grad Student, Finance
Subject Expertise
- SIE
- Series 65
- Series 63
- Series 6
- +11 subjects
Krista: Cardiff SIE tutor
...7 & 66). I also hold a Certified Financial Planner designation. I help candidates studying for their Life/Health, SIE, Series 7, Series 6, Series 66 (63/65), and CFP designations. I am eager to pass on various tips and tricks I have learned for the various exams. I have various study tips and tricks that I...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Business Administration and Management
- Capella University - Masters in Business Administration, Project Management
Subject Expertise
- SIE
- Series 6
- CFP
- Series 7
- +18 subjects
Gabriel: Cardiff SIE tutor
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.
Subject Expertise
- SIE
- Series 7
- Series 66
- Series 65
- +24 subjects
Dennis: Cardiff SIE tutor
...brokerage firm Bear Stearns at 17 years old and earned 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...
Education & Certification
- Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
Subject Expertise
- SIE
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- +49 subjects
Jahlen: Cardiff SIE tutor
...bridge between the material and common terms that are very understandable. I've received a Bachelors of Arts degree in economics from SUNY Purchase. I've also spent my recent time of employment working for a insurance company. At this time I developed my experience in tutoring,over the last 2 years, by helping my fellow coworkers pass...
Education & Certification
- SUNY at Purchase College - Bachelor in Arts, Economics
Subject Expertise
- SIE
- Series 7
- Series 63
- Series 6
- +2 subjects
Edward: Cardiff SIE tutor
...year veteran of the Financial Services industry. I have 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...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- SIE
- Series 63
- Series 66
- Series 26
- +27 subjects
Nicholas: Cardiff 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
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +8 subjects
Eduardo: Cardiff SIE tutor
...in Professional Certifications in Finance, sociology, political science, and Spanish, leveraging my fluency in both English and Spanish to connect with students from diverse backgrounds. My teaching philosophy centers on fostering a supportive and engaging learning environment, where I encourage critical thinking and curiosity. I am passionate about helping students achieve their academic goals and...
Education & Certification
- University of Central Florida - Bachelor in Arts, Political Science and Government
Subject Expertise
- SIE
- Series 14A - NYSE DMM Compliance Official Examination
- Series 66
- SE Exam - Professional Licensed Engineer Structural Engineering Exam
- +94 subjects
Johnathan: Cardiff SIE tutor
...years after that I graduated college and started a career in government with the Office of the Mayor of New York City. Here I demonstrated data driven change by working with the Office of Management and Budget to fine-tune procurement processes and spending for various programs. The following year, a position was offered to me...
Education & Certification
- Rider University - Bachelor of Fine Arts, Police Science
- Fordham University - Master of Laws, Prelaw Studies
Subject Expertise
- SIE
- Graduate Test Prep
- SAT
- Social Sciences
- +36 subjects
Private SIE Tutoring in Cardiff
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