Brian: Series 63 course instructor
…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, studying Scripture, being active with...
Education & Certification
- Portland State University- Bachelor of Science, Finance
Subject Expertise
- Series 63
- Management
- Series 26
- Theology
- +22 subjects
Natalie: Series 63 course instructor
…practice and brokerage firm one day. After having graduated Seton Hall, my varied experience has offered insight across the spectrum of financial advising, mortgage lending and real estate matters. On my free time I like to go cycling, volunteer locally and enjoy keeping up with the latest fashion trends and home decor. I also am part of a roller hockey league and play left defender. I am very passionate about economic empowerment and have seen...
Education & Certification
- Seton Hall University- Bachelor in Arts, Political Science and Government
Subject Expertise
- Series 63
- Macroeconomics
- Languages
- Pre-Algebra
- +151 subjects
Jahlen: Series 63 course instructor
…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 exam, Series 6, and Series 63 is to study through practice questions and analyzing them in an effort to best answer questions. I feel my passion comes from being able to help my students pass their exams, and becoming a small part of what leads to their future...
Education & Certification
- SUNY at Purchase College- Bachelor in Arts, Economics
Subject Expertise
- Series 63
- Insurance License
- Professional Certifications
- SIE
- +1 subjects
Aaron: Series 63 course instructor
…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 to podcasts.
Education & Certification
- Bucknell University- Bachelor in Business Administration, Accounting and Finance
Subject Expertise
- Series 63
- High School Economics
- Business Writing
- Financial Accounting
- +31 subjects
Nana: Series 63 course 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
- 凯洛格管理学院——商业硕士学位Administration, Finance
Subject Expertise
- Series 63
- Series 82
- Middle School Math
- College Application Essays
- +42 subjects
Isaiah: Series 63 course instructor
…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 of 2019 I passed the Series 65. All together it took me...
Education & Certification
- Alabama State University- Bachelor of Science, Mathematics
- Alabama State University- Master of Science, Mathematics
Subject Expertise
- Series 63
- College Algebra
- Biology
- Professional Certifications
- +29 subjects
Richard: Series 63 course instructor
I have been in Finance for 20+ yrs specializing in Investments, Financial Planning and Estate Planning. I enjoy trading, technical analysis and reading/writing about the stock market. I enjoy sharing my years of knowledge and experience with others.
Education & Certification
- Westminster College- Bachelor in Business Administration, Business, General
Subject Expertise
- Series 63
- CPA FAR - CPA Financial Accounting and Reporting
- Macroeconomics
- AP Macroeconomics
- +31 subjects
Michael: Series 63 course instructor
…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 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...
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
- Other
- Professional Certifications
- Finance
- +14 subjects
Gregory: Series 63 course instructor
…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
- 大学of Chicago- Master of Science, Financial Mathematics
Subject Expertise
- Series 63
- C++
- Computer Programming
- Graduate Test Prep
- +48 subjects
Education & Certification
- Pepperdine University- Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- CPA REG - CPA Regulation
- IB Economics HL
- College Economics
- +65 subjects
DonnaPia: Series 63 course instructor
I see my role as a tutor as one in which I first create an environment that facilitates learning while I provide the supplemental instruction. In this way, I will also be working to build the student's confidence to help them succeed in their academic pursuits.
Education & Certification
- Towson University- Bachelor in Arts, Psychology
- 大学of Baltimore- Certificate, Business Administration and Management
Subject Expertise
- Series 63
- ISEE
- ACCUPLACER WritePlacer
- ACCUPLACER Language Use
- +75 subjects
Joshua: Series 63 course instructor
I want my students to have fun while learning, and know why they are learning certain topics. I can use my 15 years of industry experience to share how learning topics would be applied during real life situations. I want my student to not only pass their exam, but also have confidence in their future careers.
Education & Certification
- 大学of Arizona- Bachelor of Science, Finance
Subject Expertise
- Series 63
- CFP
- Insurance License
- Personal Finance
- +8 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
- 大学of Amsterdam - Bachelor of Economics, Economics
- 大学of Southern California- Masters in Business Administration, Economics
Subject Expertise
- Series 63
- A Level Economics
- Conversational German
- Series 3
- +33 subjects
Mark: Series 63 course instructor
…7 Tutor I like to help people pass: The Series # 7 - # 63 - # 65 & # 66 The Life, Health and P&C Insurance test The Real Estate Agent and the Real Estate Broker test TEST TAKING SKILLS are a vital part of passing any test I will demonstrate how. PRACTICE QUESTIONS - The more the better. As you are taking the test... I will show you how to build a POSITIVE ATTITUDE....
Education & Certification
- 大学of Houston-Downtown- Associate in Science, Business Administration and Management
Subject Expertise
- Series 63
- Presentation Skills
- A Level Citizenship
- Spanish 3
- +66 subjects
Claudio: Series 63 course instructor
CFA level 1 candidate with diversified graduate-level education in econometrics, derivatives, corporate finance, economics and financial statement analysis. I am a team player, goal oriented, trustworthy. I am fluent in Spanish and English and I am the former President of the Latino Student Association at BYU- Hawaii. I have been educated in 3 different continents. Registered Representative (Series 7)
Education & Certification
- Brigham Young University-Hawaii- Bachelor of Science, Business Administration and Management
- Trinity College- Master of Science, Finance
Subject Expertise
- Series 63
- ACCUPLACER Elementary Algebra
- AP Macroeconomics
- Spanish 2
- +34 subjects
Zachary: Series 63 course instructor
…顾问代表和代理人的代理dealer. I work for a large firm in the industry and give investment advice to our high networth clients between 250k-5MM in assets. I passed the SIE and Series 65 will I was still in college and was put through a TD Ameritrade's training program to pass the Series 7 and Series 63 Licenses. The program I have learned is designed specifically to teach you the information...
Education & Certification
- Troy University- Bachelor in Arts, Finance
Subject Expertise
- Series 63
- Series 65
- Series 24
- AP Microeconomics
- +11 subjects
Education & Certification
- Appalachian State University- Bachelor of Science, Psychology
- 大学of Hartford- Master of Science, Industrial and Organizational Psychology
Subject Expertise
- Series 63
- Series 86
- Business
- Series 66
- +16 subjects
Drew: Series 63 course instructor
…achieve their goals. I have a strong passion to serve others and have an extensive list of success as a mentor, coach and trainer. I have had the benefit of working at all 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...
Education & Certification
- The Richard Stockton College of New Jersey- Bachelor in Arts, Political Science and Government
Subject Expertise
- Series 63
- AP Microeconomics
- Insurance License
- Series 65
- +38 subjects
David: Series 63 course instructor
…with an extensive product management and business strategy consultation background focused on driving client services and business development. My experience is diverse and encompassed training and facilitation, strategy, financial management, financial planning, product management, project and program leadership. I have served not only as a trainer in the corporate structure but also as a financial educator and a tutor for peers as well as young children. My background in real world situations as well as...
Education & Certification
- Clark Atlanta University- Bachelor in Arts, Business Administration and Management
- CUNY Bernard M Baruch College- Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Business
- Technology and Coding
- Microsoft Office
- +14 subjects
Kevin: Series 63 course instructor
…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, I enjoy biking, hiking, swimming, tennis, reading, movies, traveling, spending time...
Education & Certification
- Truman State University- Bachelor of Science, Accounting
- Washington University in St Louis- Masters in Business Administration, Finance
Subject Expertise
- Series 63
- CPA
- Series 66
- Cost Analysis
- +41 subjects