Drew: Series 24 course instructor
...levels in some of America's largest financial service and Fintech companies. In addition to working directly with staff, I have also been responsible for leading a Training organization responsible for hiring and training 2000 new brokers. My field experience combined with my own personal passing of many Insurance and FINRA required licenses makes me an excellent choice as your tutor. I also have an extensive business, economic, history, geography, philosophy and general knowledge experience that...
Education & Certification
- The Richard Stockton College of New Jersey- Bachelor in Arts, Political Science and Government
Subject Expertise
- Series 24
- Insurance License
- Finite Mathematics
- Productivity
- +38 subjects
Victoria: Series 24 course instructor
...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 impart this appreciation 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 24
- Middle School Reading
- Series 7 - General Securities Representative Exam (Stockbroker)
- Business
- +35 subjects
Aaron: Series 24 course instructor
...Nebraska-Omaha. During that time, I obtained my Series 7 and 66 licenses. Shortly after obtaining those licenses, I then obtained the Series 4, 24 and 53 licenses. To continue my pursuit 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...
Education & Certification
- University of Nebraska at Omaha- Bachelor of Science, Finance
- Kansas State University- Master of Science, Financial Planning
Subject Expertise
- Series 24
- Series 7
- Series 53
- Series 4
- +7 subjects
James: Series 24 course instructor
...an NASD sales and investment advisory firm, and a transfer agent. In 1983, I earned a Master's in Business Administration from Illinois State University with a specialty in the field of 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...
Education & Certification
- University of Illinois at Urbana-Champaign- Bachelor in Arts, Business, General
Subject Expertise
- Series 24
- 金融Accounting
- Computer Programming
- Professional Certifications
- +24 subjects
Barrett: Series 24 course instructor
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!
Education & Certification
- Florida International University- Bachelor of Science, Criminal Justice
- Louisiana State University and Agricultural Mechanical College - Doctor of Laws, Law Enforcement Administration
Subject Expertise
- Series 24
- Series 51
- Quantitative Reasoning
- Professional Certifications
- +20 subjects
Education & Certification
- Saint Peters College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 24
- Test Prep
- Series 10
- Series 7
- +4 subjects
Hal: Series 24 course instructor
...(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 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...
Education & Certification
- Frostburg State University- Bachelor of Science, Accounting and Business Management
- Frostburg State University- Master of Science, Management Science
Subject Expertise
- Series 24
- Series 79
- ISEE-Upper Level Mathematics Achievement
- HSPT
- +162 subjects
Education & Certification
- University of Massachusetts-Dartmouth- Bachelor in Arts, Political Economy
Subject Expertise
- Series 24
- Series 7
- Series 6
- History
- +16 subjects
Mary: Series 24 course instructor
...quantitative trading roles. I became a market maker, providing liquidity to the public orders, a specialist, keeping an orderly book of all public orders, and floor manager, overseeing the daily operations. 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....
Education & Certification
- Dickinson College- Bachelor in Arts, Economics
- Northwestern University- Masters in Business Administration, Finance
Subject Expertise
- Series 24
- 金融Accounting
- Series 22
- Series 51
- +95 subjects
Nhan: Series 24 course instructor
...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 resources. By identify what works for each student, I will provide...
Education & Certification
- Ohio State University-Main Campus- Bachelor of Science, Applied Physics
- Ohio University-Main Campus- Master of Science, Applied Economics
Subject Expertise
- Series 24
- ACT Math
- Series 9
- Series 7
- +78 subjects
Kevin: Series 24 course instructor
...I am able to provide you real life examples to help understand the value of learning the topics I tutor you with. I specialize in tutoring a broad range of subjects with a focus on math, science, history, government, geography, accounting, finance and related business topics. One of 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...
Education & Certification
- Truman State University- Bachelor of Science, Accounting
- Washington University in St Louis- Masters in Business Administration, Finance
Subject Expertise
- Series 24
- Test Prep
- Pre-Algebra
- CPA
- +41 subjects
Steven: Series 24 course instructor
...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 example of a skill that can be broken down to basic components and mastered through practice, repetition, and awareness. This is how I approach teaching. Fundamentals are everything and learning happens by doing...
Education & Certification
- The University of Montana- Bachelor in Business Administration, Finance
- Yale University- Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 24
- Professional Certifications
- A Beginner's Guide: Excel
- Algebra 2
- +64 subjects
Education & Certification
- Tulane University of Louisiana- Bachelor of Science, Biology, General
Subject Expertise
- Series 24
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 10
- +23 subjects
Dennis: Series 24 course instructor
...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 like learning, even if there will be no test or recognition. Your education is really for yourself and those you will affect from now on.
Education & Certification
- Wesleyan University- Bachelor in Arts, Mathematical Statistics and Probability
Subject Expertise
- Series 24
- Business
- SAT Math
- SAT Subject Test in French with Listening
- +49 subjects
Garth: Series 24 course instructor
...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. Additionally, my background prepares me to tutor students in a variety of subjects including finance, economics, accounting, investing, and all business-related topics. I graduated from Loyola University with my MBA and am a...
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 24
- Economics
- CLEP Introduction to Business Law
- Series 6
- +26 subjects
Brian: Series 24 course instructor
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!
Education & Certification
- Johnson Wales University-Providence - Bachelor in Arts, Finance
Subject Expertise
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- Finance
- Statistics
- +18 subjects
Nancy: Series 24 course instructor
...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 American...
Education & Certification
- Rhodes College- Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 24
- ISEE- Middle Level
- High School Writing
- College Level American History
- + 81的主题
Pamela: Series 24 course instructor
...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 understanding their needs and objectives. I think mutual learning can occur from either a teacher or student position and I firmly believe that we should always be learning something new! I am huge...
Education & Certification
- University of Colorado Boulder- Bachelor of Science, International Marketing
Subject Expertise
- Series 24
- Other
- ISEE-Lower Level Quantitative Reasoning
- ISEE- Middle Level
- +62 subjects
Ben: Series 24 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 24
- Series 3
- Business
- College Economics
- +33 subjects
Ben: Series 24 course instructor
...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 nature, with deep knowledge and interests in business, marketing, demographics, technology and science, international commerce, and outsourcing. I have performed hundreds of business projections/forecasts for entities in all economic sectors, giving me a quick grasp of virtually all business...
Education & Certification
- The University of Alabama- Bachelor of Science, Finance
- Nort大学h Carolina at Wilmington- Master in Management, Business Administration and Management
Subject Expertise
- Series 24
- Technology and Coding
- Economics
- High School Economics
- +43 subjects