Andrew: Series 63 test prep instructor
...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 Exams. My teaching philosophy begins with...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 63
- Series 7
- Series 55
- Series 56 - Proprietary Trader Qualification Exam
- +70 subjects
Haazim: Series 63 test prep instructor
I am your trusted Tutor and financial partner for your educational journey as a financial professional. I look forward to helping you to master the information with a keen attention to detail, with your willingness to approach this learning process with an open mind. I look forward to helping you to meet your specific needs and to foster and environment for continuous growth.
Education & Certification
- Howard University - Bachelor in Arts, English
Subject Expertise
- Series 63
- Series 6
- Series 7
- Series 79
- +4 subjects
Isaiah: Series 63 test prep instructor
...in Mathematics. For four years I taught math in Montgomery Public School system (Montgomery, AL). The subjects ranged from pre-algebra to calculus. I taught grades 6th, 9th, 10th, 11th, & 12th. During my last year of teaching high school, I began studying for FINRA Series 6 exam. I passed the series 6 exam in May of 2018. Two weeks later I passed the Series 63. A month later I passed the Series 26. In February...
Education & Certification
- Alabama State University - Bachelor of Science, Mathematics
- Alabama State University - Master of Science, Mathematics
Subject Expertise
- Series 63
- Series 65
- Insurance License
- SIE
- +29 subjects
Victoria: Series 63 test prep instructor
...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 be an engaging, inspiring activity where...
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
- Insurance License
- Series 23
- +35 subjects
Michael: Series 63 test prep instructor
...and options. We designing customized hedging strategies for the largest oil refiners, oil transportation and exploration, airlines and trucking companies. These strategies used futures, options and OTC swaps. During my time at two firms was involved in building electronic trading platforms over 20 years ago. While marketing an equity derivative trading platform I was offered a position on an equity derivatives brokerage desk as a sales/trader for an inter-dealer broker. Here I acted like an...
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
- Exam IFM - Investment and Financial Markets
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- +14 subjects
Nhan: Series 63 test prep instructor
...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. I believe in a thorough and rational approach to learning, where individual problem can be tackle using all available...
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 63
- Series 24
- Series 10
- CPA
- +78 subjects
Adam: Series 63 test prep instructor
As a former tutor of mine once said to our class during the days leading up to the exam: "I am not here to help you do anything more than pass the exam - When in doubt, C is for Cat"
Education & Certification
- Loyola College - Bachelor in Arts, Finance
Subject Expertise
- Series 63
- CFP
- SIE
- Series 7
- +4 subjects
Ben: Series 63 test prep instructor
...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 and let me help you get there faster and stronger. ------------------- My life mission has been analyzing the past in order to change...
Education & Certification
- The University of Alabama - Bachelor of Science, Finance
- University of North Carolina at Wilmington - Master in Management, Business Administration and Management
Subject Expertise
- Series 63
- Series 7
- Series 24
- AP Microeconomics
- +43 subjects
Danny: Series 63 test prep instructor
...battlefield to the corporate office. I am happy to share my knowledge and experiences with you and help you achieve your goals. I have been a sales leader in the financial services industry for over 25 years and I retired a senior NCO in the 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...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 63
- Series 7
- SIE
- Series 10
- +11 subjects
Daniel: Series 63 test prep instructor
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 .
Education & Certification
- Saint Peters College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 63
- Series 9
- Series 24
- Series 10
- +4 subjects
Paul: Series 63 test prep instructor
...a financial career. I've spent over three decades as a successful Financial Advisor. The multiple exams a student must pass can seem daunting. My goal is to add clarity and help students fully understand the necessary concepts and terminology. I have a Bachelors in religious studies. I've completed CLU / ChFC courses from American College and graduate studies in business at Wharton. I've always had a passion for helping others, in business, training, instructing and tutoring....
Education & Certification
- Cincinnati Christian University - Bachelor in Arts, Religious Studies
Subject Expertise
- Series 63
- Series 86
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- +17 subjects
Evan: Series 63 test prep instructor
...exam prep I graduated Summa Cum Laude (top 5% of my class) from Northwestern University with a degree in economics. I subsequently passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I served as a Director of Finance for a Private Equity owned enterprise. I have helped many students in statistics, economics,...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 63
- Series 24
- Series 65
- SIE
- +27 subjects
Christopher: Series 63 test prep instructor
...and outs of the stock market! I went to school for electrical engineering, but my passion has always been in finance. I have had experience trading stocks on my own, and eventually used that knowledge to become licensed (SIE, Series 7, Series 63) and become a successful broker through E*TRADE! I love kayaking and other outdoor activities in my spare time. Please be open! I will do what it takes to help you out.
Education & Certification
- Chattahoochee Technical College - Associate in Science, Biomedical Engineering
Subject Expertise
- Series 63
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Discrete Math
- +7 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 28
- Series 15 - Foreign Currency Options Exam
- Series 24
- +39 subjects
Gregory: Series 63 test prep instructor
...and Financial Mathematics at The University of Chicago (Masters Degree.) I have 20 years experience using complex concepts in finance (stats, linear algebra, calculus) at JPMorgan and UBS. I teach stats, finance and programing in a user friendly way. I don't repeat the dry methods of text books. MATLAB is my main scripting language; I also use R and SPSS. I enjoy math and science, and I tutor my own children (7 and 10)
Education & Certification
- Wesleyan University - Bachelor in Arts, Economics
- University of Chicago - Master of Science, Financial Mathematics
Subject Expertise
- Series 63
- Series 3
- Series 7
- Exam FM - Financial Mathematics
- +48 subjects
Aaron: Series 63 test prep instructor
...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 pursuing a career in finance. I...
Education & Certification
- Bucknell University - Bachelor in Business Administration, Accounting and Finance
Subject Expertise
- Series 63
- SIE
- Series 79
- Personal Finance
- +31 subjects
James: Series 63 test prep instructor
...with JPMorgan Chase. I was a college baseball player at the University of Mount Union where I majored in Sport Business and Business management. Since then I have completed my MBA with Walden University in 2018 and will be completing my Masters of Science in Leadership and Management with Purdue Global in 2022. I have a passion for coaching and sharing my experiences in hopes of allowing other to realize their own goals.
Education & Certification
- University of Mount Union - Bachelor in Arts, Business Administration and Management
- Walden University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- SIE
- Series 6
- English
- +32 subjects
Brian: Series 63 test prep instructor
...University. I received a Bachelor of Science with honors in Finance and Law. I also received a certificate in Black Studies with honors. I have a graduate degree from the Stonier Graduate School of Banking as well. I started a financial consulting business while in 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...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 63
- Series 10
- Series 7
- FINRA - Financial Industry Regulatory Authority
- +22 subjects
Jeremy: Series 63 test prep instructor
I'm grateful to have the opportunity to meet new people. I think an environment of mutual respect and understanding is important. It leads to great conversation and learning by both parties.
Education & Certification
- SUNY College at Old Westbury - Bachelor in Arts, Political Economy
Subject Expertise
- Series 63
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +52 subjects
Nicholas: Series 63 test prep instructor
Have been tutoring on and off in a variety of subject areas since the 7th grade. My areas of specialty are in the science and in money-related topics such as securities, insurance, economics, finance, and accounting.
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- Series 63
- CFP
- Series 65
- Series 31
- +43 subjects