Andrew: Series 63 test prep instructor
...also have a MBA from UNC's Kenan-Flagler Business School with a Finance Concentration. I recently completed my MS in Finance from Georgetown. I have worked for the Federal Reserve Board of Governors, investment banks, and a private equity firm; so, I have experience in the applied application of academic theory. I am adept at teaching economics and finance, as well as topics in math, statistics, business administration, and standardized testing including several of the Series...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 63
- CPA
- Series 56 - Proprietary Trader Qualification Exam
- Series 7
- +70 subjects
Garth: Series 63 test prep instructor
...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 have experience working with first time test takers as well as students who require multiple attempts....
Education & Certification
- Lebanon Valley College - Bachelor of Science, Business Administration and Management
- Loyola University Maryland - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 6
- Series 24
- Series 66
- +26 subjects
Jahlen: Series 63 test prep instructor
...exam, Series 6, Series 63. Tutors in a style that establishes a bridge between the material and common terms that are very understandable. I've received a Bachelors of Arts degree in economics from SUNY Purchase. I've also spent my recent time of employment working for a insurance company. At this time I developed my experience in tutoring,over the last 2 years, by helping my fellow coworkers pass their exams. In my experience with the SIE...
Education & Certification
- SUNY at Purchase College - Bachelor in Arts, Economics
Subject Expertise
- Series 63
- Series 6
- SIE
- Insurance License
- +1 subjects
Brian: Series 63 test prep instructor
...tutored, mentored, and coached young and experienced adults in select academic topics, select professional exam pre test materials, soft 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...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- FINRA - Financial Industry Regulatory Authority
- +22 subjects
Jessica: Series 63 test prep instructor
...exams (after 276 students and 215 Five-star reviews): SIE 100% pass rate 3 100% pass rate 6 100 % pass rate 7 99.99% pass rate 28 100% pass rate 63 100% pass rate 65 100% pass rate 66 100% pass rate 79 100% pass rate 86 100% pass rate I was a teacher and have extensive successful experience with students and all learning accommodations. * I update my material consistent with FINRA's algorithms, industry updates, and...
Education & Certification
- Georgia State University - Bachelor of Science, Finance
Subject Expertise
- Series 63
- Series 9
- Series 86
- Series 22
- +31 subjects
Aleta: Series 63 test prep instructor
...the financial services industry, I have passionately seen my primary role as an educator. This is equally important to me as a tutor. During my career, I obtained the Certified Series 7, 6, 63, and 65 and the Life, Health, Annuities and Variable Contracts Producer License within various states. I also hold an MBA in finance. I own a financial consulting firm providing financial coaching, financial educational presentations/events, academic instruction and money management skills individually...
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 63
- Series 7
- SIE
- Series 66
- +27 subjects
Aaron: Series 63 test prep instructor
...I hold over 2 years of experience working in investment banking and private equity. During college, I was a teaching assistant for courses covering investment banking, political economy and macro- and microeconomics, the last of which I also led study groups for. I was further nominated by my professors to lead study groups in statistics and intermediate mathematical microeconomics. I have worked, both formally and informally, providing career advice to students, particualrly those interested in...
Education & Certification
- Bucknell University - Bachelor in Business Administration, Accounting and Finance
Subject Expertise
- Series 63
- SIE
- Series 79
- Business Calculus
- +31 subjects
Kevin: Series 63 test prep instructor
...my goals for each tutoring session is to keep the student engaged and challenged yet not overwhelmed. I use a number of teaching methods, including practice questions and topical computer related tools. I often ask for feedback and appreciate candid communication. I try to be flexible with my time. To ensure that we have a quiet and comfortable study space, I work with the student to help select mutually convenient locations. In my spare time,...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 63
- Series 7
- Series 66
- Series 6
- +41 subjects
Education & Certification
- University of California-Los Angeles - Bachelor of Science, Economics
Subject Expertise
- Series 63
- Series 7
- FINRA - Financial Industry Regulatory Authority
- CFA
- +10 subjects
Michael: Series 63 test prep instructor
...book knowledge practical applications are different in terms of how things work to some degree. I started my career on the Coffee, Sugar and Cocoa exchange's trading floor at a young age, then moved upstairs to run Bear Stearns's energy futures desk using my options knowledge and learning the energy complex. So wearing the sales/trader/strategist hat I built a team to assist oil companies hedge using futures and options. We designing customized hedging strategies for...
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 63
- Series 7
- Series 3
- Series 7 - General Securities Representative Exam (Stockbroker)
- +14 subjects
Education & Certification
- Carnegie Mellon University - Masters in Business Administration, Business Statistics
Subject Expertise
- Series 63
- SIE
- FINRA - Financial Industry Regulatory Authority
- Series 7
- +25 subjects
Nana: Series 63 test prep instructor
I signed up to be a tutor because I enjoy helping others achieve their full potential and become the best version of themselves. I have an undergraduate degree in Economics and an MBA. I also have held Series 7 and 63 licenses in the past and currently licensed to sell health and life insurance.I am looking forward to working with you to exceed your goals!
Education & Certification
- Spelman College - Bachelor in Arts, Economics
- KELLOGG SCHOOL OF MANAGEMENT - Masters in Business Administration, Finance
Subject Expertise
- Series 63
- Series 27
- Series 28
- Insurance License
- +42 subjects
Ben: Series 63 test prep instructor
Experienced portfolio manager, strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA, FRM
Education & Certification
- University of Amsterdam - Bachelor of Economics, Economics
- University of Southern California - Masters in Business Administration, Economics
Subject Expertise
- Series 63
- Series 26
- Series 5 - Interest Rate Options Exams
- WMCP - Wealth Management Certified Professional
- +39 subjects
Joshuah: Series 63 test prep instructor
...and have passed the Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost, I will make sure that we progress with content at a speed that fits you until you are confident for test day. There are no stupid questions, only impatient teachers. Don't wait, get help,...
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- Series 63
- Series 79
- Series 86
- Series 66
- +14 subjects
Jarrett: Series 63 test prep instructor
...the same since. After graduation I began a career in finance and banking. Along the way I have been a financial advisor, licensed stock broker, and a district executive for a regional bank. Currently I am working as an analyst for a digital marketing firm. I love statistics and how businesses and leaders can gain better understanding and make more informed decisions with the use of analytics. I am also passionate about the power of...
Education & Certification
- University of Phoenix-Philadelphia Campus - Bachelor of Science, Management Science
- University of Phoenix-Philadelphia Campus - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 6
- Series 65
- Series 7
- +20 subjects
edward: Series 63 test prep instructor
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.
Education & Certification
- University of South Florida-Main Campus - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 7
- Series 24
- Series 86
- +7 subjects
Raymond: Series 63 test prep instructor
I am committed to developing the talent I possess and sharing my life with others. I always enjoyed teaching but more importantly human development. As Socrates said so long ago, the unexamined life is not worth living. Sometimes, the gravity of questions outweigh all in life.
Education & Certification
- Fordham University - Bachelor of Science, Classics
Subject Expertise
- Series 63
- Series 6
- Series 86
- Series 7
- +7 subjects
Nancy: Series 63 test prep instructor
...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...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 63
- Series 24
- SIE
- Series 65
- +83 subjects
Peter: Series 63 test prep instructor
...a broker-dealer from scratch, was a manager of other reps, and was a producer. To see my career path including all the licenses I obtained, view me at Broker Check: https://brokercheck.finra.org/individual/summary/1313689 and see that I had all the licenses. I also was the prime lead instructor for a Series 7 school years ago before publishing training manuals that became the big business we see today. My peers, other broker-dealers, had enough confidence in me to...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 63
- Series 9
- Series 57
- Series 15 - Foreign Currency Options Exam
- +41 subjects
Victoria: Series 63 test prep instructor
...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 most success when we have discovered the student's learning style and thought-process. I believe learning should...
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 63
- Exam IFM - Investment and Financial Markets
- Series 52
- Series 66
- +35 subjects