Hal: Series 26 test prep instructor
...and realized that it had been decades since I originally passed my securities licensing exams, I took the Securities Industry Essentials Exam (SIE), and retook the Uniform Investment Adviser Law Exam (Series 65), and the National Commodities Futures Exam (Series 3), passing each on a single sitting. Over the past two years, I've tutored well over 200 students, balancing that with authoring a couple of investment-related textbooks and teaching aids. I look forward to working...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 26
- Series 86
- Series 66
- Series 79
- +171 subjects
Barrett: Series 26 test prep instructor
...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 26
- Series 24
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +20 subjects
Edward: Series 26 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 a former youth and high school basketball coach, youth and high school football coach.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 26
- Series 6
- Series 66
- SIE
- +24 subjects
Brian: Series 26 test prep instructor
...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 a firm proponent of higher education as well as career connected training, believing each one respectively is necessary for an improved quality of life depending on the personality of the student. I try to impart this perspective with...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 26
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- Series 10
- +22 subjects
Isaiah: Series 26 test prep instructor
...Series 65. All together it took me about 6 months to study and pass all exams. Now, I actively tutor in all exams. I provide reading material, notes, and test questions for each student during each session. My mission is to help students achieve a level of confidence based on knowledge, test taking skills, and deductive reasoning. As of now on average I have at least 5 students per month who prepare with me and...
Education & Certification
- Alabama State University - Bachelor of Science, Mathematics
- Alabama State University - Master of Science, Mathematics
Subject Expertise
- Series 26
- Series 63
- Series 65
- Series 6
- +29 subjects
Karen: Series 26 test prep instructor
...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 and many more. Many students struggle with the concepts of the SIE exam. I can break it down for you and relate it to something that makes sense...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 26
- Series 6
- SIE
- Series 66
- +22 subjects
Mary: Series 26 test prep instructor
...warrants held by the coveted AAA balance sheet. This multi-year experience proved to be mutually beneficial both to my professional career, as it was for the bank's global securities businesses (particularly US Equities and 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...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 26
- Series 32
- Series 31
- Series 4
- +109 subjects
Victoria: Series 26 test prep instructor
...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 should be an engaging, inspiring activity where the student can envision how their new knowledge will apply to real-life scenarios....
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 26
- Series 52
- Series 6
- Series 53
- +35 subjects