Top Series 63 Tutors serving Waterloo
Andrew: Waterloo Series 63 tutor
...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, statistics, business administration, and standardized testing including several...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 63
- Series 7
- Series 3
- Series 56 - Proprietary Trader Qualification Exam
- +70 subjects
John: Waterloo Series 63 tutor
...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 tutor a broad range of subjects' financial literacy,...
Education & Certification
- Chicago State University - Bachelor of Science, Applied Psychology
Subject Expertise
- Series 63
- Series 79
- Series 65
- Series 9
- +9 subjects
Sarah: Waterloo Series 63 tutor
...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 range of learning styles, personality types, and unique...
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
- SIE
- CFP
- Series 66
- +36 subjects
Dennis: Waterloo Series 63 tutor
...turned teacher of basic and advanced managerial accounting, finance, investments, FINRA licenses (SIE, Series 7 and 24). Practitioner and teacher, bonds and stock, trader, analyst and writer. I started at the NY brokerage firm Bear Stearns at 17 years old and earned some licenses along the way (7, 63, 55 and 24 supervisory principal). Life...
Education & Certification
- Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
Subject Expertise
- Series 63
- Series 55
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +49 subjects
Karen: Waterloo Series 63 tutor
...if Karen Stevens. I graduated with a master's degree from Ashwood University in business administration. In addition, I hold 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,...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 24
- Series 66
- SIE
- +22 subjects
Lonie: Waterloo Series 63 tutor
...a primary source of income; I teach because I enjoy helping others enough to do it in my spare time. People don't care what you know until they know that you care. I'm supposed to write something here about my own achievements. I have an impressive resume by most peoples' standards. But my achievements don't...
Education & Certification
- Bowling Green State University-Main Campus - Bachelor of Science, German
- West Virginia University - Bachelor of Science, Statistics
- Xavier University - Master of Science, Business Administration and Management
Subject Expertise
- Series 63
- Series 7
- SIE
- Insurance License
- +21 subjects
Chi-Sun: Waterloo Series 63 tutor
...teaching math is for the students to truly understand the concepts and reasoning behind math, and not just learn how to apply formulas and do well on tests. Although they may get good grades, this will be useless later in life. In my teaching experience, when students actually learn the concepts and logic, not only...
Education & Certification
- Massachusetts Institute of Technology - Bachelor of Science, Computer Science
Subject Expertise
- Series 63
- Exam STAM - Short-Term Actuarial Mathematics
- Series 3
- Exam LTAM - Long-Term Actuarial Mathematics
- +112 subjects
Education & Certification
- SUNY College at Old Westbury - Bachelor in Arts, Political Economy
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- Series 7
- +52 subjects
Education & Certification
- Carnegie Mellon University - Masters in Business Administration, Business Statistics
Subject Expertise
- Series 63
- Series 7
- SIE
- FINRA - Financial Industry Regulatory Authority
- +25 subjects
Valentina: Waterloo Series 63 tutor
...is nothing there that you will not be able to comprehend and nail from the first attempt. Therefore, I am standing by to help you with these challenging exams. Additionally, I have been teaching as a licensed teacher for several years in public schools. My qualifications are Highly Qualified, and my teaching endorsements are in Business,...
Education & Certification
- Colorado Mesa University - Bachelor of Science, Computer and Information Sciences, General
Subject Expertise
- Series 63
- Series 66
- SIE
- FINRA - Financial Industry Regulatory Authority
- +4 subjects
John: Waterloo Series 63 tutor
...both Finance/Economics and have been working in market-oriented roles for the past 4 years. My most relevant experience is as an equity trader, where I was responsible for executing various equity and equity derivative products on behalf of hedge funds. Part of my background includes analyzing market trends, managing portfolio risk, and developing optimal trading...
Education & Certification
- Marist College - Bachelor of Science, Business Administration and Management
- Marist College - Bachelor in Arts, Economics
Subject Expertise
- Series 63
- CFA
- SIE
- Series 57
- +20 subjects
Evan: Waterloo Series 63 tutor
...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.
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 63
- FINRA - Financial Industry Regulatory Authority
- Series 7
- SIE
- +27 subjects
Mark: Waterloo Series 63 tutor
...advisor. Series # 7 Tutor I like to help people pass: The Series # 7 - # 63 - # 65 & # 66 The Life, Health and P&C Insurance test The Real Estate Agent and the Real Estate Broker test TEST TAKING SKILLS are a vital part of passing any test I will demonstrate...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 63
- API - Associate in Personal Insurance
- Series 7
- Insurance License
- +73 subjects
DonnaPia: Waterloo Series 63 tutor
I see my role as a tutor as one in which I first create an environment that facilitates learning while I provide the supplemental instruction. In this way, I will also be working to build the student's confidence to help them succeed in their academic pursuits.
Education & Certification
- Towson University - Bachelor in Arts, Psychology
- University of Baltimore - Certificate, Business Administration and Management
Subject Expertise
- Series 63
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- High School Writing
- +75 subjects
Vincent : Waterloo Series 63 tutor
...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 to incorporate real-world examples...
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
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- SIE
- +14 subjects
Joshua: Waterloo Series 63 tutor
...to have fun while learning, and know why they are learning certain topics. I can use my 15 years of industry experience to share how learning topics would be applied during real life situations. I want my student to not only pass their exam, but also have confidence in their future careers.
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- Series 63
- Series 6
- Series 66
- Series 7
- +8 subjects
Brendan Daniel : Waterloo Series 63 tutor
...have accomplished my job 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...
Subject Expertise
- Series 63
- SIE
- Series 26
- Series 22
- +62 subjects
Gregory: Waterloo Series 63 tutor
...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 is my main scripting...
Education & Certification
- Wesleyan University - Bachelor in Arts, Economics
- University of Chicago - Master of Science, Financial Mathematics
Subject Expertise
- Series 63
- Series 3
- Exam FM - Financial Mathematics
- Series 31
- +48 subjects
Claudio: Waterloo Series 63 tutor
...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 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- Series 65
- +34 subjects
Jessica: Waterloo Series 63 tutor
...comprehensive full practice exams dependent upon your personal needs and what you need to learn to pass. My specialties are FINRA exams (after 276 students and 215 Five-star reviews): SIE 100% pass rate 3 100% pass rate 6 100 % pass rate 7 99.99% pass rate 28 100% pass rate 63 100% pass rate 65 100%...
Education & Certification
- Georgia State University - Bachelor of Science, Finance
Subject Expertise
- Series 63
- Series 28
- Series 6
- Series 65
- +31 subjects
Private Series 63 Tutoring in Waterloo
Receive personally tailored Series 63 lessons from exceptional tutors in a one-on-one setting. We help you connect with the best tutor for your particular needs while offering flexible scheduling to fit your busy life.
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