...and university level in addition to having served as a national educator in investments for a Fortune 20 firm. My background includes having been licensed as a Certified Public Accountant, Certified Financial Planner, Certified Trust and Investment Advisor, Regulation 144 Specialist, Retirement Planning Specialist, Certified Senior Advisor, and a variety of other qualifications. In 2019, as I began tutoring and realized that it had been decades since I originally passed my securities licensing exams, I...
Read more
...orderly book of all public orders, and floor manager, overseeing the daily operations. The environment was dynamic, highly demanding, requiring laser focus, preparation and stamina. An integral member of the firm, collaborating with other member firms and the Board of Governors, serving on committees, worked on new business initiatives, recruiting and training new hires from top universities. At the time, O'Connor was the largest market maker in the U.S. financial options exchanges and had been...
Read more
I am highly passionate about teaching professional courses and helping students to be successful in their academics and career. My core subjects are business management, project management, agile development life cycle, Lean methodologies, and Six Sigma. I also help develop students knowledge and skills on Microsoft Excel, Word, Powerpoint, MS Access, MS Visio, MS Project and teach some of the most frequently used features, format, formulas.
Read more
...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 for you.
Read more
Ashwood University - Masters in Business Administration, Business Administration and Management
Previous1Next
Private Series 99 Tutoring Near You
Receive personally tailored Series 99 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.
Series 99 Tutoring FAQ
The Series 99 is a financial license and exam, which is also called the Operations Professional License. As the name suggests, individuals who pass this exam are able to become registered operations professionals who can perform a number of functions for a broker-dealer. The Series 99 exam features 100 multiple-choice questions, which must be finished within a two-hour-and-thirty-minute time limit. Candidates must answer at least 68% of these questions correctly in order to receive their Series 99 license.
The exam is broken into two major categories - equity and debt. The Securities Institute defines equity as stock, which means that those who purchase equity from a company form an ownership relationship with that company. Debt differs from this in that those who purchase debt from a company are actually loaning that company money. Therefore, they become a creditor to that company. Whereas equity creates an ownership relationship that won't go away unless the security is sold, debt typically has a maturation date that terminates the creditor relationship between investor and company. Individuals who wish to receive their Series 99 license should spend time going over these concepts before taking the exam.
If you'd like some help getting ready to take the Series 99 Exam, you may want to consider seeking the help of a private tutor. Varsity Tutors can help you with this by connecting you with a Series 99 tutor who can meet with you for one-on-one study sessions. Your tutor can set you up with a lesson plan that takes your unique set of needs into account. Then, you can work through these lessons at your own pace, stopping to seek the advice of your tutor whenever you need to. This type of personalization in the learning process is hard to find in other test preparation settings. In that sense, private tutoring may be just what you need to make your studying process more effective and efficient.
Varsity Tutors can also help by setting you up with a Series 99 tutor who can meet with you within the confines of your existing schedule. This type of tutoring is offered online through a virtual learning platform that has many sophisticated academic tools. The amount of scheduling flexibility offered by Varsity Tutors ensures that you won't have to make sacrifices at work or in your personal life just to get the Series 99 help you're looking for. If Series 99 tutoring appeals to you, get in touch with Varsity Tutors today to get started.
4.9/5.0 Satisfaction Rating*
Your Personalized Tutoring Program and Instructor
Identify Needs
Our knowledgeable directors help you choose your tutor with your learning profile and personality in mind.
Customize Learning
Your tutor can customize your lessons and present concepts in engaging easy-to-understand-ways.
Increased Results
You can learn more efficiently and effectively because the teaching style is tailored to you.
Online Convenience
With the flexibility of online tutoring, your tutor can be arranged to meet at a time that suits you.
Call us today to connect with a top Series 99 tutor
