Andrew: Series 63 course instructor
...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 understanding a student's goals and helping them achieve success both inside and outside of the classroom. I can use elements of a student's background to relate complex subjects in a way that is more familiar with the student. Outside...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 63
- CPA
- Series 56 - Proprietary Trader Qualification Exam
- Series 3
- +70 subjects
Haazim: Series 63 course 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 79
- Series 65
- Series 6
- +4 subjects
Isaiah: Series 63 course instructor
...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 of 2019 I passed the Series 65. All together it took me about 6 months to study and pass all exams. Now, I actively tutor in all exams. I provide reading material, notes, and test questions for...
Education & Certification
- Alabama State University - Bachelor of Science, Mathematics
- Alabama State University - Master of Science, Mathematics
Subject Expertise
- Series 63
- Series 6
- SIE
- Series 65
- +29 subjects
Victoria: Series 63 course instructor
...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 the student can envision how their new knowledge will apply to real-life scenarios. I am also a firm proponent of education, believing it to be absolutely necessary for an improved quality of life, and I try to...
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
- SIE
- Series 23
- Series 52
- +35 subjects
Michael: Series 63 course instructor
...profit or hedging. Also, technical and quantitative analysis such as understanding graphing and more advanced tools such as moving averages, stochastic and market profile. Also, I can impart a trader's mentality outlook, having been a trader in several asset classes. My areas of expertise are the energy complex, crude and heating oil, RBOB gasoline, natural gas in both physical and futures and options. My energy knowledge includes OTC natural gas basis swaps and futures crack,...
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 - General Securities Representative Exam (Stockbroker)
- Series 7
- Exam IFM - Investment and Financial Markets
- +14 subjects
Nhan: Series 63 course instructor
...a Bachelor in Physics from 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...
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
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- +78 subjects
Adam: Series 63 course 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 University Maryland - Bachelor in Business Administration, Finance
Subject Expertise
- Series 63
- Series 65
- Series 66
- Series 7
- +4 subjects
Ben: Series 63 course instructor
...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 the future. My core attributes are analysis, organization, and business communication. I have started and/or managed 6 companies, including marketing research, investment banking, software development, a pension fund, personal care, and a business consulting firm. I have an inquisitive...
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 24
- Series 7
- Math
- +43 subjects
Danny: Series 63 course instructor
...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 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....
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 9
- Series 10
- +11 subjects
Daniel: Series 63 course 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 4
- Series 9
- Series 24
- +4 subjects
Paul: Series 63 course instructor
...of mine is assisting students to enter into 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...
Education & Certification
- Cincinnati Christian University - Bachelor in Arts, Religious Studies
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- FINRA - Financial Industry Regulatory Authority
- Series 27
- +17 subjects
Evan: Series 63 course instructor
...- I look forward to assisting you with your coursework - whether that be high school work, undergraduate/graduate level Finance, Economics, Math, or Accounting work, or CFA 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...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 63
- Series 66
- CFA
- Series 7
- +27 subjects
Christopher: Series 63 course instructor
...helping others, and I love math and finance! Especially the ins 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!...
Education & Certification
- Chattahoochee Technical College - Associate in Science, Biomedical Engineering
Subject Expertise
- Series 63
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Professional Certifications
- +7 subjects
Ben: Series 63 course 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 24
- Series 26
- CPA
- +39 subjects
Gregory: Series 63 course instructor
...economics at Wesleyan University 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...
Education & Certification
- Wesleyan University - Bachelor in Arts, Economics
- University of Chicago - Master of Science, Financial Mathematics
Subject Expertise
- Series 63
- Series 3
- Exam FM - Financial Mathematics
- Series 7 - General Securities Representative Exam (Stockbroker)
- +48 subjects
Aaron: Series 63 course instructor
...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 have helped numerous students successfully gain internships and full-time jobs in finance and look forward to continuing to help aspiring professionals achieve their goals. In my free time, I enjoy watching sports, skiing, working out and listening...
Education & Certification
- Bucknell University - Bachelor in Business Administration, Accounting and Finance
Subject Expertise
- Series 63
- SIE
- Series 79
- English
- +31 subjects
James: Series 63 course instructor
...is James Weber. I am a licensed banker 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...
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
- Economics
- +32 subjects
Brian: Series 63 course instructor
...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 an improved quality of life depending on the personality of the student. I try to impart this perspective with students or working professionals as it tends to really boost confidence, progress, and choice for the individual. In my spare time, I enjoy reading,...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 63
- Series 26
- Series 10
- Series 9
- +22 subjects
Jeremy: Series 63 course 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
- Series 7
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- +52 subjects
Nicholas: Series 63 course 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
- PMP
- Series 7
- Series 6
- +43 subjects