Top Series 65 Tutors serving Waterloo
Blake: Waterloo Series 65 tutor
...understandable, and helpful way. I attended Oakland University on a full-tuition academic scholarship and majored in finance and minored in accounting. After working in the financial planning industry for 4 years, I became one of the youngest CFP Professionals in the country in 2019. My best areas to teach are personal finance, economics, Algebra 1...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- SIE
- CFP
- Finance
- +71 subjects
Claudio: Waterloo Series 65 tutor
...candidate with 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...
Education & Certification
- Brigham Young University-Hawaii - Bachelor of Science, Business Administration and Management
- Trinity College - Master of Science, Finance
Subject Expertise
- Series 65
- Series 6
- Series 7
- Series 63
- +34 subjects
Mary: Waterloo Series 65 tutor
...My training began in the trading pit, side by side senior traders for whom I would be responsible for tracking delta positions, hedging trades, communicating with the partners, and learning options theory to prepare for a three-week intensive in house options course in Chicago with a peer group. We were close-knit, collaborative and hand-picked for...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 14
- Series 5 - Interest Rate Options Exams
- Series 66
- +109 subjects
John: Waterloo Series 65 tutor
My name is John Walker. I am a seasoned veteran in the financial and insurance industries. I look forward to putting my personal experience, education, and training to work for you. I hope to work with up-and-coming professionals to ensure you meet and exceed your goals!
Education & Certification
- Florida State College at Jacksonville - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 65
- Insurance License
- Series 66
- Series 10
- +10 subjects
Benjamin: Waterloo Series 65 tutor
Glad to help students prepare for the CFP, Series 7, and Series 66 industry exams!
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 57
- Series 66
- Series 79
- +24 subjects
Nhan: Waterloo Series 65 tutor
...second Master in Fall of 2019, and I will start my Doctorate program for Business and Corporate Strategies in August 2019. My primary areas of focus are Finra licensing, such as Series 7 and Series 65, along with Economics, Finance and General Accounting. I believe in a thorough and rational approach to learning, where individual...
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 65
- Insurance License
- Series 9
- Series 66
- +78 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 11
- Series 9
- +72 subjects
James: Waterloo Series 65 tutor
...in finance, I was hired on Wall Street investment banking where I stayed until starting my own advisory firm 27 years ago, also during this time I started 9 start up companies in various industries. I love being with my family and grandchildren in my down time or traveling to major cities and reading.
Education & Certification
- University of Michigan-Dearborn - Bachelor in Arts, Business, General
Subject Expertise
- Series 65
- Series 56 - Proprietary Trader Qualification Exam
- Insurance License
- High School Accounting
- +33 subjects
Valentina: Waterloo Series 65 tutor
...it is a pre-requisite for Series 7. I have also been FINRA licensed in Series 63 and Series 65. The exams are very challenging, but there 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....
Education & Certification
- Colorado Mesa University - Bachelor of Science, Computer and Information Sciences, General
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- SIE
- +4 subjects
Aaron: Waterloo Series 65 tutor
...the Behavioral Financial Advisor (BFA) designation and the Retirement Income Certified Professional (RICP) designation. I've worked in several industry roles from client service, back office roles, compliance, management, personal advising and planning and retirement consulting. When I'm not focusing on my craft I enjoy spending time with my family and am an avid college and...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 65
- Series 24
- CFP
- Series 7
- +7 subjects
Vincent : Waterloo Series 65 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 65
- Series 7
- Series 63
- SIE
- +14 subjects
Evan: Waterloo Series 65 tutor
...Northwestern University with a degree in economics. I subsequently passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment 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...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- Series 63
- Series 7
- FINRA - Financial Industry Regulatory Authority
- +27 subjects
David: Waterloo Series 65 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
- Series 65
- Series 7
- Series 10
- Series 63
- +9 subjects
Scot: Waterloo Series 65 tutor
...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 you in your pursuit of your next...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 7
- Series 10
- CFP
- +12 subjects
Victoria: Waterloo Series 65 tutor
...to high school students. While I tutor a broad range of subjects, I am most passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex exams, we always seem to have the most success when we have discovered the student's learning style and thought-process. I believe learning...
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 7
- Series 66
- CFP
- +35 subjects
Zachary: Waterloo Series 65 tutor
...and Series 65 will I was still in college and was put through a TD Ameritrade's training program to pass the Series 7 and Series 63 Licenses. The program I have learned is designed specifically to teach you the information you need to know to pass and skip out on all the fluff. I have...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- Series 7
- Series 63
- Series 28
- +12 subjects
Joseph: Waterloo Series 65 tutor
...a unique perspective and flexible tutoring style. While I tutor a range of subjects on business and financial topics, I am most passionate about FINRA and Insurance regulatory examinations. I am a firm proponent of continuing education throughout one's lifetime and in sharing knowledge with others as much as possible. I am a Certified Financial...
Education & Certification
- University of Phoenix - Associate in Science, Business, General
Subject Expertise
- Series 65
- Series 24
- Insurance License
- Series 79
- +30 subjects
Vikram: Waterloo Series 65 tutor
...am a seasoned Investment Professional holding MBA (Fin) and CFA qualifications. Teaching is my hobby and I taught nearly 60 CFA level 1 students. I have 18 years of professional experience as an investment professional. Completed FINRA Exams, Series 7 and Series 66. Making difficult concepts easy to understand with examples from day-to-day life is...
Education & Certification
- ICFAI - Master's/Graduate, Investment
- CFA Institute - Professional (JD, MD, DMD, etc), Investment
- London Business School - Master of Arts, Finance
Subject Expertise
- Series 65
- Exam FM - Financial Mathematics
- Exam IFM - Investment and Financial Markets
- Series 63
- +29 subjects
Lonie: Waterloo Series 65 tutor
...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 amount to anything unless they translate into...
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 65
- Series 6
- SIE
- Series 7
- +21 subjects
David: Waterloo Series 65 tutor
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- Series 6
- Series 10
- Series 66
- +16 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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