Top Series 63 Tutors serving Cardiff
Kyle: Cardiff Series 63 tutor
I have a passion for financial and capital markets and love to teach and educate others. I have worked my entire professional career in financial services utilizing series exam...
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- University of Notre Dame - Current Grad Student, Finance
Subject Expertise
- Series 63
- Series 7
- FINRA - Financial Industry Regulatory Authority
- Series 7 - General Securities Representative Exam (Stockbroker)
- +11 subjects
Claudio: Cardiff Series 63 tutor
...level 1 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...
Education & Certification
- Brigham Young University-Hawaii - Bachelor of Science, Business Administration and Management
- Trinity College - Master of Science, Finance
Subject Expertise
- Series 63
- Series 65
- Series 66
- Series 6
- +34 subjects
John: Cardiff Series 63 tutor
...fundamental research on all types of investments and planning. I enjoy reading 3 to 5 articles a day regarding topics in the financial industry. I have been married for 25+ years and have 2 adult children, in their 20's, that both have successfully completed their bachelor's degrees. I am an avid golfer, enjoy yoga and...
Education & Certification
- Chicago State University - Bachelor of Science, Applied Psychology
Subject Expertise
- Series 63
- Series 79
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- +9 subjects
Zachary: Cardiff Series 63 tutor
...industry and give investment advice to our high networth clients 1mm+ in assets. I passed the SIE 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...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 63
- SIE
- Series 66
- Series 7
- +12 subjects
Angelo: Cardiff Series 63 tutor
...helping students in topics related to math, to finance (public and private equity) and to engineering. I believe that if I can't explain concept, then I don't understand it. By that same token, if a student can't explain a concept back to me, then they don't understand it even if they say they do. I...
Education & Certification
- University of Florida - Master of Science, Electrical Engineering
- University of Pennsylvania - Masters in Business Administration, Business Administration and Management
- university of chicago - Master's/Graduate, ma
Subject Expertise
- Series 63
- CMT - Chartered Market Technician
- ARDMS - RMSKS - Muscularskeletal Sonogrophy (MSKS)
- PE - Principles and Practice of Engineering - Mechanical - Thermal and Fluid Systems
- +325 subjects
Natalie: Cardiff Series 63 tutor
...building quality relationships that result into opportunities. I currently have my Series 6, 63. Life, Health and Variable Annuity, and Real Estate Licenses. Helping clients keeping their financial house in order has been very gratifying and fulfilling as a banking professional, however I'd like to have my own practice and brokerage firm one day. After...
Education & Certification
- Seton Hall University - Bachelor in Arts, Political Science and Government
Subject Expertise
- Series 63
- Series 7
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- +151 subjects
David: Cardiff 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
- Real Estate License
- Series 6
- +31 subjects
Andrew: Cardiff Series 63 tutor
...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 experience in the applied application of academic theory. I am adept at teaching...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 63
- Series 7
- Series 55
- Series 3
- +70 subjects
Jorge: Cardiff Series 63 tutor
...a rewarding career of over 20 years. Along the way, I have earned my Certificate in Financial Planning from Bryant University. Preparing for a certification exam can be a daunting and stressful experience. I strive to help my students isolate their strengths and weaknesses, then help them construct a plan to approach the material in...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- Series 63
- CFP
- Series 31
- Series 66
- +38 subjects
John: Cardiff Series 63 tutor
...of students in the areas of history, math, and finance. I have taught middle school math and US History for almost 20 years and am passionate about helping students in those areas. I also would work with people looking for help with exams to gain financial licenses such as the series 6 or 63.
Education & Certification
- Lycoming College - Bachelor in Arts, Economics
- Alvernia University - Masters in Education, Urban Education and Leadership
Subject Expertise
- Series 63
- SIE
- Series 6
- PRAXIS
- +57 subjects
Brian: Cardiff Series 63 tutor
...mentored, and coached young and experienced adults in select academic topics, select professional exam pre test materials, soft skills, technical skill building, performance improvement, decision making, financial literacy, and leadership. While I can tutor a broad range of subjects, I am most passionate about finance, FINRA exams, decision making, financial literacy, and leadership. I am...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 63
- Series 26
- SIE
- Six Sigma
- +22 subjects
Vincent : Cardiff Series 63 tutor
...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 started!
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
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- +14 subjects
Aleta: Cardiff Series 63 tutor
...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 MBA in finance. I own a financial consulting firm providing financial coaching, financial educational presentations/events, academic instruction and money...
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 63
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +27 subjects
Ben: Cardiff Series 63 tutor
...time there, I traveled extensively and was involved in several social service clubs, campus choir, and I also volunteered my time at the local Boys and Girls club to assist the kiddos with their homework assignments. Upon graduation, I began a career as a financial professional, where I advised families, individuals, and businesses by taking...
Education & Certification
- Lee University - Bachelor of Science, Health Services Administration
Subject Expertise
- Series 63
- Series 6
- SIE
- Math
- +45 subjects
William: Cardiff Series 63 tutor
...I specialize in helping students with options and margin. I get my most enjoyment from assisting students progress through their career by helping to add different licenses. I have experience with a variety of different educational products including, Kaplan, ExamFX, Training Consultants, STC and Achievable. I am Series 7, 9, 10, 24, 63 and 65...
Education & Certification
- Malone University - Bachelor in Arts, Accounting and Business Management
Subject Expertise
- Series 63
- SIE
- Series 53
- Series 3
- +30 subjects
Joseph: Cardiff Series 63 tutor
...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 to help you succeed in all FINRA and State Insurance Exams tutoring. Your passing grade is both of our...
Education & Certification
- Yeshiva University - Bachelor of Science, Economics
- Western Governors University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 86
- Series 66
- Series 7
- +48 subjects
edward: Cardiff Series 63 tutor
...person with an easy-going personality style with complete empathy for your situation. I am 100% committed I graduated from the University of South Florida in 1986 and got my Real Estate License from the State of Florida that same year. In addition, I achieved the status as a Licensed Real Estate Broker in 1992 and...
Education & Certification
- University of South Florida-Main Campus - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 79
- Series 7
- Series 65
- +7 subjects
Sarah: Cardiff Series 63 tutor
...My teaching style is rooted in clear, everyday language, and I provide a variety of accessible learning 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...
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
- Series 65
- Series 66
- CFP
- +36 subjects
Gregory: Cardiff Series 63 tutor
...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 language; I also use R and SPSS. I enjoy math and science, and I tutor my own children (7 and...
Education & Certification
- Wesleyan University - Bachelor in Arts, Economics
- University of Chicago - Master of Science, Financial Mathematics
Subject Expertise
- Series 63
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 31
- +48 subjects
Matthew: Cardiff Series 63 tutor
...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, it became a part of my lifestyle! Everywhere I go I look at...
Education & Certification
- East Carolina University - Bachelor of Science, Finance
Subject Expertise
- Series 63
- Series 3
- Series 66
- Series 24
- +14 subjects
Private Series 63 Tutoring in Cardiff
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