...Administration and I am a Certified Financial Planner. I also have several industry licenses; series 7, 66, 51, 24, and 2-15. I am passionate about personal financial literacy and have previously taught financial literacy classes 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...
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...tutor, training over 125 students from Middle School to Graduate School in business and related topics. I most commonly teach via analogy -- I relate what you DO know to what you are TRYING to learn. I've also developed instructional aides to clearly 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...
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While 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!
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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.
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...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 looking to partner with a larger financial institution. The firm entered into a...
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...professional with a long career in equity trading and trading technology. I hold an MBA in Finance from the Yale School of Management and a B.S. in Finance from the University of Montana. I am an avid skier, and teach skiing part 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...
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...Finance. I also taught there for a period of time and authored two books: The Do-It-Yourself Investor 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,...
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...of growth, I went on to earn my Certified Financial Planner (CFP) designation. A short time later, 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...
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...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...
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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.
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...(then NASD) creation and registration process. I attended what was then a week-long Brokers Option Course at the Chicago Board of Options and followed that as the designated options trader for a firm. I have over twenty years of teaching experience at the college 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...
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...of Colorado - Boulder. I received my Bachelor of Science in Marketing and International Business with a minor in Economics. I have experience teaching English as a Second Language online to children ages 3-15 in China. I work professionally in the Financial 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...
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...The Ohio State 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...
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...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 in English Literature, Human Geography, or...
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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!
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I have been in the financial service industry for over 18 years and I would like to pass on my knowledge and experiences so that others can benefit .
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...I have extensive experience working in the financial services industry. Currently I manage a sales team at T. Rowe Price. I am FINRA Series 7, Series 6, Series 63, Series 24, and Series 66 registered in all 53 jurisdictions. In previous roles, 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...
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Our interview process, stringent qualifications, and background screening ensure that only the best Series 24 tutors work with Varsity Tutors. To assure a successful experience, you're paired with one of these qualified tutors by an expert director - and we stand behind that match with our money-back guarantee.
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Series 24 Tutoring FAQ
Series 24 is a license and exam, which is also called the General Securities Principal Exam. It was given this name because individuals who pass the exam are able to go on and act as supervisors and branch managers at a broker-dealer. In order to take the Series 24 Exam, a financial professional must first hold a pre-requisite license. This can be achieved by completing another Series exam, such as the Series 7, 17, 37, 38, 57, 62, 79, or 82. If you already have one of these licenses and are ready to take the Series 24 Exam, you should begin the preparation process by familiarizing yourself with the format and content of the test.
First, it's important to know that the test has 150 multiple-choice questions, which a test-taker must complete within a three-hour and forty-five-minute time limit. At least 70% of these questions must be answered correctly to pass the exam and receive a Series 24 license. The content of the exam is meant to grade a financial professional's ability to successfully carry out the job functions of a securities principal. Therefore, the topics on the exam you should expect to see questions on include things like corporate securities, real investment trusts, trading customer accounts, and regulatory guidelines.
Given the importance of passing the Series 24 Exam, individuals getting ready to take it often seek professional help with their preparation process. One of the best ways to get this help is by working with a private Series 24 tutor. Varsity Tutors can help you get started with this by connecting you to an expert on the Series 24 Exam who is able to work with you. You and your tutor will meet online, via a live learning platform with many attached academic tools. Varsity Tutors can connect you with a tutor who is able to meet with you around your existing obligations. This flexibility ensures that you won't have to sacrifice time at work when meeting with your Series 24 tutor.
Series 24 tutoring is a unique test preparation option because of its customization. This is possible because you and your tutor will meet in a one-on-one capacity. In this setting, your tutor can tailor each lesson to fit your specific needs. You can work through the topics covered on the exam at the pace that best suits you and stop to ask your tutor for guidance whenever you want. In all, private tutoring is a great way to work towards reaching your full potential on test day. If that appeals to you, contact Varsity Tutors today to get started with the process of finding a Series 24 tutor to work with.
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