Top Series 63 Tutors serving Winnipeg

Andrew: Winnipeg Series 63 tutor
...with a dual BA in Economics and Psychology, with a Math minor. I also have a MBA from UNC's Kenan-Flagler Business School with a Finance Concentration. I recently completed my 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...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 63
- Series 56 - Proprietary Trader Qualification Exam
- Series 3
- Series 7
- +70 subjects
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 57
- Series 52
- CFP
- +24 subjects

Vincent : Winnipeg Series 63 tutor
...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 into my sessions in order to...
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
- Series 7
- +14 subjects

Isaiah: Winnipeg Series 63 tutor
...received my Bachelor's Degree in Mathematics. Currently, I am in my last semester of finishing up my Master's Degree in Mathematics. For four years I taught math in Montgomery Public School system (Montgomery, AL). The subjects ranged from pre-algebra to calculus. I taught grades 6th, 9th, 10th, 11th, & 12th. During my last year of...
Education & Certification
- Alabama State University - Bachelor of Science, Mathematics
- Alabama State University - Master of Science, Mathematics
Subject Expertise
- Series 63
- Series 26
- SIE
- Series 6
- +29 subjects
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- Series 63
- PMP
- Series 31
- Series 65
- +43 subjects
Education & Certification
- Columbia University in the City of New York - Bachelor of Science, Economics
Subject Expertise
- Series 63
- Series 5 - Interest Rate Options Exams
- Series 7
- FRM
- +103 subjects

Matthew: Winnipeg Series 63 tutor
...world and so many opportunities, which is one of the many reasons why I love it! After getting my degree in Finance from East Carolina University, I spent a couple years working in Finance and later moved on to start my own real estate company. Business is more than just a subject matter to me,...
Education & Certification
- East Carolina University - Bachelor of Science, Finance
Subject Expertise
- Series 63
- Series 66
- Real Estate License
- Series 3
- +14 subjects

Aaron: Winnipeg Series 63 tutor
...earned a B.S.B.A. degree Summa Cum Laude in finance and minored in economics. I hold over 2 years of experience working in investment banking and private equity. During college, I was a teaching assistant for courses covering investment banking, political economy and macro- and microeconomics, the last of which I also led study groups for....
Education & Certification
- Bucknell University - Bachelor in Business Administration, Accounting and Finance
Subject Expertise
- Series 63
- Series 79
- SIE
- Microsoft Excel
- +31 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- Series 9
- +16 subjects

Brandy: Winnipeg Series 63 tutor
...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 in the Financial Industry working with Workers...
Education & Certification
- Bellevue University - Bachelor of Science, Psychology
Subject Expertise
- Series 63
- SIE
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +1 subjects

Scot: Winnipeg Series 63 tutor
...my degree in Marketing in 2010 and became a licensed financial 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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 63
- Series 65
- Series 82
- Series 4
- +12 subjects

Danny: Winnipeg Series 63 tutor
...attended Pace University and received my Bachelor of Business Administration in Marketing, and then began my journey from the battlefield to the corporate office. I am happy to share my knowledge and experiences with you and help you achieve your goals. I have been a sales leader in the financial services industry for over 25...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 63
- Series 66
- Series 86
- Series 24
- +11 subjects

Michael: Winnipeg Series 63 tutor
...equity derivative trading platform I was offered a position on an equity derivatives brokerage desk as a sales/trader for an inter-dealer broker. Here I acted like an extension of my clients trading desks executing delta neutral trades, risk reversals and many other strategies either on a held or not held basis. Held means I am...
Education & Certification
- Long Island University-C W Post Campus - Bachelor of Science, Finance
- CUNY Bernard M Baruch College - Master of Science, Finance
Subject Expertise
- Series 63
- Series 7
- Series 3
- Series 7 - General Securities Representative Exam (Stockbroker)
- +14 subjects

Bryan: Winnipeg Series 63 tutor
...received my Bachelor of Science in Finance. I have worked in Financial Services for nearly 10 years, and have specialized in Adult Learning and Development within the industry since 2018. While I tutor a variety of subjects, I especially enjoy helping students with the material covered in FINRA Licensing Exams (SIE, Series 7, Series 63/66)....
Education & Certification
- University of Utah - Bachelor in Arts, Finance
Subject Expertise
- Series 63
- SIE
- Series 66
- FINRA - Financial Industry Regulatory Authority
- +5 subjects

David: Winnipeg Series 63 tutor
Communication is key to any role, and I strive for clarity by relying on the subject matter to speak for itself. My goal is to communicate the knowledge to the best of my ability and leave any opinions, biases and judgements out of the equation.
Education & Certification
- Boston College - Bachelor in Arts, Economics
- Boston College - Bachelor in Arts, Romance Languages
Subject Expertise
- Series 63
- Insurance License
- Series 6
- Real Estate License
- +31 subjects

Nana: Winnipeg Series 63 tutor
...helping others achieve their full potential and become the best version of themselves. I have an undergraduate degree in Economics and an MBA. I also have held Series 7 and 63 licenses in the past and currently licensed to sell health and life insurance.I am looking forward to working with you to exceed your goals!
Education & Certification
- Spelman College - Bachelor in Arts, Economics
- KELLOGG SCHOOL OF MANAGEMENT - Masters in Business Administration, Finance
Subject Expertise
- Series 63
- Series 7
- Series 26
- Series 82
- +42 subjects

Roman: Winnipeg Series 63 tutor
...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 all of them on the...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- Series 63
- Insurance License
- CFP
- FINRA - Financial Industry Regulatory Authority
- +60 subjects
Education & Certification
- Tulane University of Louisiana - Bachelor of Science, Biology, General
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 9
- Series 10
- +23 subjects

John: Winnipeg Series 63 tutor
...my Bachelor of Science in Education & Psychology. My graduate work has been at the College for Financial Planning. I have worked in financial services for over 28 years. I 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...
Education & Certification
- Chicago State University - Bachelor of Science, Applied Psychology
Subject Expertise
- Series 63
- Series 7
- Series 9
- Series 6
- +9 subjects

Brian: Winnipeg Series 63 tutor
...as a financial analyst and investment specialist for a brokerage firm. I abruptly changed direction and joined the military where I spent close to a decade serving in the United States Army Special Forces. I approach tutoring with a "no quit" attitude as I have done with many things in my life. Together we will...
Education & Certification
- Johnson Wales University-Providence - Bachelor in Arts, Finance
Subject Expertise
- Series 63
- FINRA - Financial Industry Regulatory Authority
- Series 7
- Series 24
- +18 subjects
Private Series 63 Tutoring in Winnipeg
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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