Heath: Series 9 test prep instructor
...10 and SIE certifications. I have also completed the Certified Financial Planner coursework. I tutor the FINRA Series exams mentioned above, personal finance and writing. My teaching philosophy is that anyone can achieve great things through hard work and dedication. The best students ask for help when they don't understand something. I like to relate the content to real life situations for students to really drive concepts home. Throughout my time tutoring I have helped...
Education & Certification
- Texas A & M University-College Station - Bachelor of Science, Economics
Subject Expertise
- Series 9
- SIE
- Series 63
- Series 7
- +24 subjects
Nhan: Series 9 test prep instructor
...University and a Masters in Finance and Economics from Ohio University. Currently I am in another Master program, this one is for Accountancy, specialized in Auditing. I am expected to finish my second Master in Fall of 2019, and 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....
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 9
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- Series 65
- +78 subjects
Brian: Series 9 test prep instructor
...college then sold it a few years out of college. I became a US Marine. Over the next 15 years combined, I worked for two top 5 US Banks and one top 5 US Defense contractor before moving back into independent consulting in 2016. I have traveled, worked, and lived across the US, Europe, Central and South America, and some of the Middle East (while in the military). Either professionally or as a personal interest...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 9
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +22 subjects
Edward: Series 9 test prep instructor
...plus year veteran of the Financial Services industry. I have been involved with advising and counseling 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 coached basketball and football both at the youth and high school levels. I love music and am an active member of 2...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 9
- Series 7
- Series 27
- Insurance License
- +27 subjects
Michael: Series 9 test prep instructor
...learn something and then pass it on to others. That is what brought me to earn my PhD and my flight instructor certificate, allowing me to teach various areas in finance, such as corporate finance, personal finance, and securities markets, and anything dealing with aviation. I have recently changed my career to move out of in-house financial services firms and focus completely on teaching. The way I prefer to teach and tutor is to work...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 9
- Series 24
- Series 31
- Series 3
- +16 subjects
Jim: Series 9 test prep instructor
...creating a supportive, engaging learning environment where students feel confident asking questions, taking risks, and discovering their strengths. I tailor my approach to each learner's unique style, building genuine connections that help them master complex financial concepts and achieve meaningful progress. I am continually inspired by the opportunity to make finance accessible and relatable for all learners. Outside of tutoring, I am a certified drone pilot and enjoy expressing my creativity through fashion design.
Education & Certification
- University of Wisconsin – Stout - Bachelor's, Hotel & Restaurant Management
- Madison Area Technical College - Associate in Science, Finance
Subject Expertise
- Series 9
- Series 3
- Series 55
- Series 52
- +11 subjects
Danny: Series 9 test prep instructor
...Army Reserve serving for 23 years. I've had the pleasure of mentoring training and leading sales people and soldiers most of my adult life and coaching and developing has been my passion. I have the Series 7 license, Series 66, Series 63, Series 24, and Series 9 and 10. In addition, I also have my New Jersey Life and Health Insurance licenses. I am here to help you develop a plan for success. I will...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 9
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 10
- +11 subjects
Aimee: Series 9 test prep instructor
...licensed teacher. I have experience with individuals with disabilities, English language learners and gifted students, both in my personal and professional experiences. I specialize in working with multi-exceptional learners. I am a licensed teacher in two states, with endorsements in: - Music (Instrumental and Vocal) - Special Education - Early Childhood Special Education - Elementary Education - Middle School Education - Foundational Mathematics - Foundational Language Arts - Foundational Science - Foundational Social Studies I...
Education & Certification
- George Fox University - Bachelor in Arts, Music Theory and Composition
- Willamette University - Master of Arts Teaching, Special Education
Subject Expertise
- Series 9
- CPA
- CSET - California Subject Examinations for Teachers
- PRAXIS
- +146 subjects
Education & Certification
- Saint Peters College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 9
- Series 63
- Series 7
- Series 24
- +4 subjects
Hal: Series 9 test prep instructor
...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 and took an introducing brokerage firm through the entire FINRA (then NASD) creation and registration process. I attended what was then a week-long Brokers Option...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 9
- CFP
- Series 28
- Series 7
- +171 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 9
- SIE
- Series 10
- Series 7 - General Securities Representative Exam (Stockbroker)
- +16 subjects
Michael: Series 9 test prep instructor
...approach to my tutoring, using fun and innovative methods to simplify complex concepts and make exam content stick. By turning challenging material into engaging lessons, I strive to build not just understanding but also confidence in my students. Seeing my students achieve their goals and succeed in their exams is incredibly rewarding. I am dedicated to providing the support, guidance, and strategies needed to help each student reach their full potential. Together, we can make your...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 9
- Series 79
- Series 6
- Series 7
- +12 subjects
Monica: Series 9 test prep instructor
...I have over five years of experience in tutoring subjects related to securities licenses, including the SIE, Series 7, and Series 66. My approach centers on translating complex concepts into relatable, real-world scenarios, ensuring students grasp not just the material but also the strategies behind successful test-taking. I believe in fostering a supportive learning environment where students feel empowered to ask questions and explore the intricacies of wealth management. My extensive background in the financial...
Education & Certification
- Strayer College - Master's/Graduate, Business
Subject Expertise
- Series 9
- Series 63
- Series 6
- Series 99
- +18 subjects
Andrea: Series 9 test prep instructor
...to my professional experience, I have a proven track record of tutoring peers, colleagues, and students in finance-related subjects over the course of 4 years and served as lead business tutor of my undergraduate university. My tutoring approach is focused on simplifying complex financial concepts and making them accessible to learners at all levels of knowledge. I use a combination of real-world examples, interactive problem-solving techniques, and tailored learning strategies to ensure my students not...
Education & Certification
- Washington University in St Louis - Master of Science, Finance
Subject Expertise
- Series 9
- Series 7
- Series 24
- SIE
- +59 subjects
Education & Certification
- Shandong Finance Institute - Bachelor in Arts, Marketing
- The Texas AM University System Office - Master of Science, Finance
Subject Expertise
- Series 9
- Series 10
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFA
- +22 subjects