Victoria: Series 24 test prep instructor
...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 should be an engaging, inspiring activity where the student can envision how their new knowledge will apply to real-life scenarios. I am also a firm proponent of...
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 24
- Series 51
- SIE
- Series 65
- +35 subjects
Ben: Series 24 test prep instructor
...demonstrate principles being taught. No one knows it all and we all need help. If you're looking for an edge in any of the areas of my expertise, invest in your future and let me help you get there faster and stronger. ------------------- My life mission has been analyzing the past in order to change the future. My core attributes are analysis, organization, and business communication. I have started and/or managed 6 companies, including marketing...
Education & Certification
- The University of Alabama - Bachelor of Science, Finance
- University of North Carolina at Wilmington - Master in Management, Business Administration and Management
Subject Expertise
- Series 24
- Series 63
- Series 7
- Macroeconomics
- +43 subjects
Barrett: Series 24 test prep instructor
...winning is largely a function of how it's defined, I consider my own success to be helping my students along a journey to attaining their respective goals. But that journey begins with a first step, at times a humbling step. As a coach and mentor, I value my role as your trusted resource in helping you take those initial steps on your journey to passing the securities exam(s) and onward to a bright future!
Education & Certification
- Florida International University - Bachelor of Science, Criminal Justice
- Louisiana State University and Agricultural Mechanical College - Doctor of Laws, Law Enforcement Administration
Subject Expertise
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 79
- Series 66
- +20 subjects
edward: Series 24 test prep instructor
I am a 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 have owned and managed various brokerages throughout my career as the Broker of Record.
Education & Certification
- University of South Florida-Main Campus - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 24
- Series 79
- Series 7
- Series 63
- +7 subjects
Mary: Series 24 test prep instructor
...Swiss Treasury) that I diligently represented resulting in increasing customer business and attractive risk adjusted return on capital (RAROC). My career trajectory continued to expand beyond US domestic equity markets into global markets - Asia, Latin America, Europe as well as into other asset classes FX, Commodities, Fixed Income dictated by customer investment policies, the liberalization of markets, and the respective risk books. I accepted new business roles and appointments and was later recruited to...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 24
- Series 12 - NYSE Branch Manager
- Series 44 - NYSE Arca Options Market Maker Exam
- Series 79
- +105 subjects
S: Series 24 test prep instructor
...time as well. For the past 7 years I have been a small business owner. I love the teaching and learning process. For several years I have taught skiing. Skiing is a superb example of a skill that can be broken down to basic components and mastered through practice, repetition, and awareness. This is how I approach teaching. Fundamentals are everything and learning happens by doing - whether it's body movements or analysis and problem...
Education & Certification
- The University of Montana - Bachelor in Business Administration, Finance
- Yale University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 24
- CFA
- Series 55
- Series 56 - Proprietary Trader Qualification Exam
- +67 subjects
James: Series 24 test prep instructor
...firm I worked as a licensed stock, commodity, and insurance broker, earning the position of 2nd Vice President of Investments. By 1987, I had founded AISCO Holdings, Ltd., where I served as its Chief Executive Officer (CEO) and its Chairman of the Board. During my tenure, I held, among others, SEC Series Licenses 3, 4, 7, 15, 24, 27, 53, and 63. As the firm's primary SEC Licensed Principal, I grew this financial services conglomerate...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 24
- Series 5 - Interest Rate Options Exams
- Series 3
- Series 4
- +24 subjects
Aaron: Series 24 test prep instructor
...ones against unfortunate circumstances, help others as well as many other goals they have. I believe there is a right way to do business and I strive to help others in their efforts to do business the right way. My expertise started long ago when I received my Bachelor's in Finance from the University of Nebraska-Omaha. During that time, I obtained my Series 7 and 66 licenses. Shortly after obtaining those licenses, I then obtained...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 24
- Series 53
- CFP
- Series 65
- +7 subjects
Dennis: Series 24 test prep instructor
...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 is easiest when armed with a variety of skill sets. So learn a little of everything but specialize in something that you feel...
Education & Certification
- Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
Subject Expertise
- Series 24
- Series 7
- SIE
- Series 63
- +49 subjects
Education & Certification
- Purdue University - Bachelor in Arts, Education
- Indiana University - Master of Science, Public Finance
Subject Expertise
- Series 24
- Series 65
- Series 22
- Series 6
- +20 subjects
Edward: Series 24 test prep instructor
A 25 plus year veteran of the Financial Services industry. I have been involved with advising and counselling both clients and advisors, and am passionate about helping others learn how financial markets work. I have passed the Series 6, 7, 24, 26, and 66 exams, and held the Massachusetts Life and Health insurance licenses. I am currently a high school basketball coach, and former youth and high school football coach.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 24
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 26
- +22 subjects
Hal: Series 24 test prep instructor
...that can be provided and consequently contribute to the whole of society. No one method applies to all. It is my goal to focus on the individual, adapt my methods to their needs, and inspire them to succeed. I enjoyed a nearly thirty-year career in financial services where I worked as a financial planner, wire-house broker (stockbroker), trust advisor, and wealth advisor. I worked the broker-dealer channel, the bank channel, and the independent channel. I developed...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 24
- CFP
- Series 51
- Series 87
- +171 subjects
Pamela: Series 24 test prep instructor
...Services industry and have experience in professional speaking, presentation skills and Train the Trainer classes. I enjoy making a connection with my students (regardless of subject matter or age of learner) and thoroughly understanding their needs and objectives. I think mutual learning can occur from either a teacher or student position and I firmly believe that we should always be learning something new! I am huge proponent of continually improving oneself and believe lifelong learning...
Education & Certification
- University of Colorado Boulder - Bachelor of Science, International Marketing
Subject Expertise
- Series 24
- CPFA
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- +69 subjects
Nhan: Series 24 test prep instructor
...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 problem can be tackle using all available resources. By identify what works for each student, I will provide a unique learning framework for each session, so he...
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 24
- Insurance License
- Series 10
- Series 63
- +78 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- Series 66
- +16 subjects
Education & Certification
- Tulane University of Louisiana - Bachelor of Science, Biology, General
Subject Expertise
- Series 24
- Series 79
- Series 9
- Series 7 - General Securities Representative Exam (Stockbroker)
- +23 subjects
Nancy: Series 24 test prep instructor
...enjoy teaching a variety 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 regular school homework and test preparation, or through SAT/ACT prep, or through AP/SAT subject test prep...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 24
- Series 79
- Series 65
- Series 7
- +83 subjects
Brian: Series 24 test prep instructor
I have a BS in finance and economics, I worked 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 make it happen!
Education & Certification
- Johnson Wales University-Providence - Bachelor in Arts, Finance
Subject Expertise
- Series 24
- Series 66
- Series 10
- Series 7 - General Securities Representative Exam (Stockbroker)
- +18 subjects
Education & Certification
- Saint Peters College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 24
- Series 4
- Series 10
- Series 63
- +4 subjects
Garth: Series 24 test prep instructor
...I was responsible for mentoring and supporting associates tasked with passing various FINRA licenses, as well as the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning Counselor (CRPC). I have experience working with first time test takers as well as students who require multiple attempts. Additionally, my background prepares me to tutor students in a variety of subjects including finance, economics, accounting, investing, and all business-related topics. I graduated from Loyola...
Education & Certification
- Lebanon Valley College - Bachelor of Science, Business Administration and Management
- Loyola University Maryland - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- Series 7
- +26 subjects