Top Series 65 Tutors serving Waterloo
Donald: Waterloo Series 65 tutor
...I am committed to lifelong learning and always improving myself and others. I am excited to share my experiences in order to show that education CAN BE fun and that it can open many doors for you in life.... it's just all about perspective! I attended the United States Naval Academy and was a linebacker...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 66
- SIE
- RICP - Retirement Income Certified Professional
- +35 subjects
William: Waterloo Series 65 tutor
...a Bachelor's degree from Manhattan College and over two years of tutoring experience, I am passionate about making 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...
Education & Certification
- Manhattan College - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 7
- Series 6
- Series 66
- +4 subjects
David: Waterloo Series 65 tutor
...in Economics from Hobart and William Smith Colleges where I was President of my fraternity and played on the golf team. I received an M.B.A in Finance from the Rochester Institute of Technology where I had a research assistantship and completed a 6 month Co-op Education position with IBM. I still play golf, belong to a...
Education & Certification
- Hobart William Smith Colleges - Bachelor in Arts, Economics
- Rochester Institute of Technology - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- CPA
- Series 66
- Exam IFM - Investment and Financial Markets
- +151 subjects
Kyle: Waterloo Series 65 tutor
...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 to giving...
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- University of Notre Dame - Current Grad Student, Finance
Subject Expertise
- Series 65
- FINRA - Financial Industry Regulatory Authority
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +11 subjects
Nancy: Waterloo Series 65 tutor
...of subjects. As a college economics major with an MBA, and as former investment banker with many years of experience there (now retired), I enjoy teaching finance, accounting, and econ as well as the various secrutities licensing tests. But my avocations are history and literature and I love teaching them as well--whether through assisting with...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- SIE
- Series 24
- Series 6
- +85 subjects
Aleta: Waterloo Series 65 tutor
...experience in the financial services industry, I have passionately seen my primary role as an educator. This is equally important to me as a tutor. During my career, I obtained the Certified Series 7, 6, 63, and 65 and the Life, Health, Annuities and Variable Contracts Producer License within various states. I also hold an...
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 66
- Series 24
- Insurance License
- +27 subjects
Peter: Waterloo Series 65 tutor
...it as a career. You possibly are in college and wanting an internship at an investment firm. You are hired in the business and need to pass the SIE and the other FINRA exams thereafter. Please understand that these tests are NOT EASY. You must be committed to PASSING the test. Your commitment to passing...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 65
- Series 87
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +42 subjects
Roman: Waterloo Series 65 tutor
...in Mechanical Engineering from Virginia Commonwealth University, in my hometown of Richmond, Virginia, I moved and began my career in finance in Charlotte, NC. During my time in the industry, I've taken many exams, including, the CFP, Series 7, Series 66 Series 63, SIE, Life Ins, Health Ins, and LTC Ins - And I've passed...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- Series 65
- CFP
- SIE
- Series 66
- +60 subjects
Valentina: Waterloo Series 65 tutor
...able to help you with the preparation for the FINRA exams. I have been in the financial industry for over 20 years, and I am FINRA licensed in Series 7, Series 66, and of course, in SIE since it is a pre-requisite for Series 7. I have also been FINRA licensed in Series 63 and...
Education & Certification
- Colorado Mesa University - Bachelor of Science, Computer and Information Sciences, General
Subject Expertise
- Series 65
- Series 7
- FINRA - Financial Industry Regulatory Authority
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects
James: Waterloo Series 65 tutor
As an adjunct professor of finance, I enjoy helping individuals find their way within the finance and business worlds. As a swimming coach, I enjoy helping individuals reach their goals. I am patient and kind and have been in your shoes. I am a strong tutor with the Series 65, 66, and 7.
Education & Certification
- Wittenberg University - Bachelor in Arts, Biology, General
- Baldwin-Wallace College - Masters in Business Administration, Business, General
Subject Expertise
- Series 65
- CFP
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- +25 subjects
Gary: Waterloo Series 65 tutor
I tutor securities licensing exam prep courses for NASAA & FINRA registrations (Series 6,7,63,65,66 and a few others). I own a financial practice, hold the Series 65 and a CRPC designation, and my experience, knowledge and research are current and relevant.
Education & Certification
- Columbia College - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 79
- Series 57
- Series 66
- +72 subjects
Michael: Waterloo Series 65 tutor
...experience in Financial Services, I understand the challenges and pressures of pursuing certification and licensing exams. Having passed several exams on the first try, I know firsthand the dedication and strategic approach needed to succeed. My passion for helping students stems from a deep commitment to making this journey as smooth and rewarding as possible....
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 65
- CFP
- Series 79
- Series 66
- +12 subjects
Howard: Waterloo Series 65 tutor
Knowledge is power. If you need to help better understand the Series 7, 63 or 65 , consider me. My score on the Series 7 was 92.
Education & Certification
- Tulane University of Louisiana - Bachelor of Science, Biology, General
Subject Expertise
- Series 65
- Series 52
- Series 24
- Series 63
- +23 subjects
William: Waterloo Series 65 tutor
...Master's in Data Science from Regis University and a Bachelor's in Economics from the University of Chicago, I bring over a decade of experience working in the wealth management industry. I also was raised by a mother who is a math teacher and a father who is a history teacher. While at the University of...
Education & Certification
- University of Chicago - Bachelor's, Economics
- Regis University - Master's/Graduate, Data Science
Subject Expertise
- Series 65
- Series 7
- CFP
- High School World History
- +9 subjects
Michael: Waterloo Series 65 tutor
...in Accounting from University of Phoenix and a PhD in Finance from Capella University. Since earning my PhD in 2020, I have been instructing at three online universities, teaching finance, accounting, and emergency management. I am also a Commercial Pilot and Certified Flight Instructor at a local airport where I teach ground school and flight...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 65
- Series 9
- Series 66
- SIE
- +16 subjects
Dana: Waterloo Series 65 tutor
Dana Johnson is a Business Instructor, Bitcoin enthusiast, Motivator, and a Financial Consultant who started his career in the music business after graduating from the American College of Switzerland. He also worked as a Financial Advisor for JP Morgan Chase, Merrill Lynch, and Santander Bank before starting his own firm Johnson Capital Global Advisory.
Education & Certification
- American College of Switzerland - Bachelor in Arts, Economics
- New York University - Master of Arts, Music Management and Merchandising
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- Series 63
- +27 subjects
Karen: Waterloo Series 65 tutor
...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, 24...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 7
- Series 66
- Series 24
- +24 subjects
Joseph: Waterloo Series 65 tutor
...inspire my student to attain their goals and objectives. I am very compassionate and patient with my students, especially those studying for FINRA and State Insurance Licensing exams. I have created unique study plans and practice exam questions that have assisted my students to pass their exams without any doubt about their capabilities. I'm happy...
Education & Certification
- Yeshiva University - Bachelor of Science, Economics
- Western Governors University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 27
- Series 9
- Series 26
- +48 subjects
Glenn: Waterloo Series 65 tutor
...Georgia State University with a degree in Finance. With career-long fascination of the securities markets, I was co-founder of an equity research firm and later formed my own business, Glenn Turner Investments. When you engross yourself in the things of Wall Street, you quickly learn how smart and creative people are. It is an exciting...
Education & Certification
- Georgia State University - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- NMLS - Nationwide Mortgage Licensing System
- Insurance License
- Algebra
- +4 subjects
Nicholas: Waterloo Series 65 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
- Series 65
- Series 7
- Series 63
- CFP
- +8 subjects
Private Series 65 Tutoring in Waterloo
Receive personally tailored Series 65 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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