
Michael: Series 4 test prep instructor
...tracking error risk. I have a Masters degree from Baruch in Finance. What I could help a Varsity Tutors client understand is futures, equities and options, commodities especially energy both paper and physical usage, pricing and use in a strategy either for profit or hedging. Also, technical and quantitative analysis such as understanding graphing and more advanced tools such as moving averages, stochastic and market profile. Also, I can impart a trader's mentality outlook, having...
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 4
- SIE
- Series 3
- Series 7 - General Securities Representative Exam (Stockbroker)
- +14 subjects

Aaron: Series 4 test prep instructor
...I enrolled at Kansas State University and earned a Master's degree in Personal Financial Planning. Recently, I've earned 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 professional football...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 4
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFP
- +7 subjects
Education & Certification
- Saint Peters College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 4
- Series 63
- Series 9
- Series 24
- +4 subjects

Daniel: Series 4 test prep instructor
I am a CPA with a background in teaching and tutoring. I can work with you on most finance, business, and accounting subjects. I help simplify the material and highlight the core lessons. I've been told it's very effective and helpful!
Education & Certification
- Malone University - Bachelor in Arts, Organizational Leadership
- Baldwin-Wallace College - Masters in Business Administration, Accounting
Subject Expertise
- Series 4
- Series 6
- Series 66
- Series 7
- +25 subjects

Peter: Series 4 test prep instructor
...big business we see today. My peers, other broker-dealers, had enough confidence in me to elect me to two different FINRA offices. One was regional office and the other a national position. I sat in on the meetings when FINRA changed the Series 7 test from a single 6 hour exam to the present two exams being the SIE and the Series 7 top off. I passed the Series 3 exam, the National Commodities Futures...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 4
- Series 9
- Series 6
- IBEW - International Brotherhood of Electrical Workers
- +42 subjects

James: Series 4 test prep instructor
...and Do-It-Yourself Investment Analysis. The former book was chosen by Sylvia Porter as one of her top business books for 1987. While completing my MBA, I also began my professional career in the Financial Services Industry with the firm that later became Shearson American Express. At that 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.,...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 4
- Series 53
- Series 66
- Series 63
- +24 subjects

Jim: Series 4 test prep instructor
...my best to help the student by simplifying the material and using everyday tasks as examples. Exams I have taken (and passed on the first try): Series 7 (General Securities), Series 24 (General Securities Principal), Series 4 (Registered Options Principal), Series 27 (Financial and Operations Principal), Series 53 (Municipal Securities Principal), Series 66 (Investment Advisor Representative) and PA Life and Health Insurance agent exam. My goal is to have the student pass the exam(s)!
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Subject Expertise
- Series 4
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- Series 27
- +16 subjects

Sakshi: Series 4 test prep instructor
...on a solid foundation from my Bachelor's in Commerce. With over 2 years of tutoring experience, I am dedicated to making complex concepts in Math, English, and Business accessible and engaging for my students. My teaching philosophy centers around fostering a collaborative and interactive learning environment, where I break down challenging topics using real-world examples and case-based learning. I believe in the power of personal finance education, helping students understand budgeting and investment to empower...
Education & Certification
- Queen's University - Masters in Business Administration, Business, General
Subject Expertise
- Series 4
- Series 26
- Series 47 - Japanese Module of the General Securities Exam
- Series 99
- +498 subjects