Top SIE Tutors serving Cardiff
Brendan Daniel : Cardiff SIE tutor
...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 and portfolio manager for my digital asset hedge fund. I focus on the fund's DeFi investment strategy, blockchain research, and protocol risk management. For students, (and interns),...
Subject Expertise
- SIE
- CAIA Level I
- Series 66
- Series 28
- +62 subjects
Stephen: Cardiff SIE tutor
...real-world applications. I find fulfillment in helping students grasp complex topics and develop their financial literacy, as I believe that knowledge is power. Additionally, my experience teaching children with special needs has honed my ability to connect with students of all ages. I look forward to making a positive impact in the lives of my...
Education & Certification
- Rollins College - Master's/Graduate, Business Adm/Finance
Subject Expertise
- SIE
- Insurance License
- Real Estate License
- Series 65
- +21 subjects
Robin: Cardiff SIE tutor
Senior Associate in Equity Research | UCLA Economics/Finance Alumni To me, Finance is the intersection between art and science.
Education & Certification
- University of California-Los Angeles - Bachelor of Science, Economics
Subject Expertise
- SIE
- Series 63
- Series 86
- Series 7
- +10 subjects
Edward: Cardiff SIE tutor
...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 love music and am an active member of...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- SIE
- Series 24
- Series 6
- Series 79
- +26 subjects
Ben: Cardiff SIE tutor
...matter and breaking them down into simple steps. I've always been passionate about learning, and I believe any subject (yes, even the "boring" ones) if given proper care and attention can bring a profound sense of achievement and meaning to our lives. While I tutor a wide variety of subjects, I am most passionate about...
Education & Certification
- Lee University - Bachelor of Science, Health Services Administration
Subject Expertise
- SIE
- Series 6
- Series 63
- Middle School Writing
- +45 subjects
Steven: Cardiff SIE tutor
...my career, I've built financial models for multi-billion dollar deals, underwritten investments across industries, and worked closely with senior executives and investors experiences that shape how I teach and mentor today. I'm patient, flexible, and committed to making sure our sessions are productive, engaging, and tailored to your goals. Let's work together! I enjoy: Skiing,...
Education & Certification
- Cornell University - Bachelor of Science, Information Science
Subject Expertise
- SIE
- Series 65
- FINRA - Financial Industry Regulatory Authority
- Pre-Calculus
- +18 subjects
DeSean: Cardiff SIE tutor
...I completed my undergraduate with a B.S.B.A. in Personal Financial Planning, a B.S.B.A. in Finance, and a B.A. in Communication Studies. I do not like micromanagement, although I do believe a tutor and student should have a vested interest to benefit the student. In my free time, I enjoy long walks with my wife and...
Education & Certification
- Kutztown University of Pennsylvania - Bachelor of Science, Finance
- Kutztown University of Pennsylvania - Bachelor of Science, Financial Planning
- Kutztown University of Pennsylvania - Bachelor in Arts, Communication, General
Subject Expertise
- SIE
- Series 63
- Series 6
- Series 7
- +14 subjects
Bryan: Cardiff SIE tutor
...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 and strive for ongoing success. In my spare time, I enjoy golfing, hiking, watching baseball, and boating...
Education & Certification
- University of Utah - Bachelor in Arts, Finance
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- FINRA - Financial Industry Regulatory Authority
- Series 63
- +5 subjects
Scot: Cardiff SIE tutor
...advisor in 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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- SIE
- Series 57
- Series 63
- Series 10
- +12 subjects
Vincent : Cardiff SIE tutor
...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 to incorporate real-world examples into my sessions in order to help students grasp and understand the material at hand. Let's get...
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
- SIE
- Series 63
- Series 7
- Series 65
- +14 subjects
Private SIE Tutoring in Cardiff
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