Sarah: SIE course instructor
…tutored students taking financial planning courses and began studying for my CFP, which I received in 2021. Teaching and serving others have always been passions of mine, which is what drew me to the field of financial planning in the first place. I have been tutoring for nearly a decade, and for several years I have been exclusively tutoring the CFP. Everyone learns differently, and I love getting to know my students and charting their...
Education & Certification
- Texas Tech University- Bachelor of Science, Financial Planning
Subject Expertise
- SIE
- Series 24
- Series 66
- Series 65
- +9 subjects
Peter: SIE course instructor
…MARGIN. I started 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...
Education & Certification
- Rensselaer Polytechnic Institute- Bachelor of Science, Materials Engineering
- California University of Pennsylvania- Master of Science, Mathematics and Statistics
Subject Expertise
- SIE
- Series 4
- Series 53
- Series 87
- +37 subjects
Krista: SIE course instructor
…I have a BS (Penn State University) & MBA (Capella University). I currently licensed with the state of NJ for Life/Health Insurance. I am registered with FINRA (Series 7 & 66). I also hold a Certified Financial Planner designation. I help candidates studying for their Life/Health, SIE, Series 7, Series 6, Series 66 (63/65), and CFP designations. I am eager to pass on various tips and tricks I have learned for the various exams. I...
Education & Certification
- Pennsylvania State University-Main Campus- Bachelor of Science, Business Administration and Management
- Capella University- Masters in Business Administration, Project Management
Subject Expertise
- SIE
- CFP
- Series 7
- Series 6
- +18 subjects
Education & Certification
- 大学of Essex - Bachelor in Arts, Economics
Subject Expertise
- SIE
- Series 66
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- +14 subjects
Brendan Daniel : SIE course instructor
…毕业后,我曾在资产管理作为一个portfolio manager while pursuing my CFA, and recently founded my own firm. Currently, I am a level 3 CFA candidate and portfolio manager for my digital asset hedge fund. I focus on the fund's DeFi investment strategy, blockchain research, and protocol risk management. For students, (and interns), I have taught solidity, python, CFA level 1 and 2 material, Series 7, 63, and 65. I have also taught...
Subject Expertise
- SIE
- CFA
- Series 66
- Series 7
- +61 subjects
Brandy: SIE course instructor
…licensed. I am a Financial Services Rep at a major Brokerage Firm in which I have been with with for two years. Passed each of my tests on the first try. I'm very skilled at teaching. I was previously licensed as a Life Insurance agent (Life Insurance and Annuities). I have a history in the Financial Industry working with Workers Comp Insurance and other Business Insurance. I have a Bachelors degree in Psychology.
Education & Certification
- Bellevue University- Bachelor of Science, Psychology
Subject Expertise
- SIE
- Series 7
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- +1 subjects
Brian: SIE 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
- SIE
- Series 9
- Series 26
- Series 63
- +22 subjects
Scot: SIE course instructor
…大学. I received my degree in Marketing in 2010 and became a licensed financial advisor in June of 2011. In February of 2017, I co-founded my financial planning firm, Providers & Families Wealth Management, with my wife, Lindsey; and in December of that year, I became a CERTIFIED FINANCIAL PLANNER. The most influential teachers in my life provided an engaging and entertaining learning experience, and I strongly believe that these are very important characteristics of...
Education & Certification
- Pennsylvania State University-Main Campus- Bachelor of Science, Marketing
Subject Expertise
- SIE
- Series 9
- Series 57
- Series 24
- +12 subjects
Kyle: SIE course instructor
I have a passion for financial and capital markets and love to teach and educate others. I have worked my entire professional career in financial services utilizing series exam information on a daily basis. I have a Masters of Finance from the University of Notre Dame and work as a investment analyst at a private investment firm. Open to giving career mentorship as well!
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- 大学of Notre Dame- Current Grad Student, Finance
Subject Expertise
- SIE
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +10 subjects
Education & Certification
- 大学of California-Los Angeles- Bachelor of Science, Economics
Subject Expertise
- SIE
- FINRA - Financial Industry Regulatory Authority
- Series 63
- Series 7
- +8 subjects
Subject Expertise
- SIE
- Series 66
- Series 7
- AP Macroeconomics
- +22 subjects
Dennis: SIE course instructor
…basic and advanced managerial accounting, finance, investments, FINRA licenses (SIE, Series 7 and 24). Practitioner and teacher, bonds and stock, trader, analyst and writer. I 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...
Education & Certification
- Wesleyan University- Bachelor in Arts, Mathematical Statistics and Probability
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- Series 55
- +49 subjects
Sarah: SIE course instructor
…I have full content and q-banks. Since then I've had a 95% pass rate. I have a proven method - and the most up to date material. As important as having the correct content, test taking skills, and study schedule - I understand how important it is, we know how you learn. Materials I have will support whatever learning style is best for you We all learn in different ways and I am here to...
Education & Certification
- 大学of upper Iowa - Bachelor in Business Administration, Business Administration and Management
- 大学of Wisconsin-Madison- Masters in Business Administration, Accounting and Business Management
Subject Expertise
- SIE
- Series 63
- CFP
- Series 6
- +36 subjects
Harrison: SIE course instructor
Hello, My name is Harrison and I am an economics major at the University of Pennsylvania from Philadelphia. I have experience tutoring in economics, statistics, algebra/pre-calc, and introductory calculus. I typically have the most availability during evening and weekend hours, but will always work to try and work with any schedule. If interested, please do not hesitate to reach out.
Education & Certification
- 大学of Pennsylvania- Bachelor in Arts, Economics
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 57
- Series 63
- +20 subjects
Ross: SIE course instructor
…New Haven. I received my Bachelor degree in Political Science with a focus on history. Since graduation, worked in government in economic development which caused a love for finance. I have studied for the SIE and passed it and helped other people pass the SIE. I am most passionate about History. In my experience helping struggling students prepare for Standardized Tests, we always seem to have the most fun. I am a firm proponent of...
Education & Certification
- 大学of New Haven- Bachelor in Arts, Political Science and Government
- Mercy College- Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 79
- Series 24
- FINRA - Financial Industry Regulatory Authority
- +22 subjects
Mark: SIE 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
- SIE
- Exam IFM - Investment and Financial Markets
- Series 7
- AIS - Associate in Insurance Services
- +71 subjects
Education & Certification
- 大学of Massachusetts-Dartmouth- Bachelor in Arts, Political Economy
Subject Expertise
- SIE
- Series 7
- Series 63
- Series 66
- +16 subjects
Isaiah: SIE 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
- SIE
- Series 63
- Series 6
- Series 26
- +29 subjects
Jennifer: SIE course instructor
…Arts Degree in Family and Consumer Science with a Minor in Business Administration. I have over 20 Years of sales, leadership, mentoring and coaching in the Financial Services field-which includes -Mortgage Branch Management, VP of Membership, Top Mortgage Production Sales Performer, Financial Advisor, Life & Health Agent and Medicare Health Agent. I focus on explaining real-life business experience examples so students understand how certification questions relate to situations they may encounter in the future. I...
Education & Certification
- Eastern Illinois University- Bachelor of Science, Family and Consumer Sciences
- Eastern Illinois University- Master of Science, Family and Consumer Sciences
Subject Expertise
- SIE
- Real Estate License
- Series 6
- Insurance License
- +3 subjects
Kim: SIE course instructor
…on different levels. I excel in working with those who are learning challenged. This can range from a person who is a non-native English speaker to someone with ADHD/Autism. If you need to take a certification test, I can quell your nerves. I will tutor/coach/mentor you through the subject at hand and in process, impart in you a set of skills you will be able to use the rest of your life. As a certified...
Education & Certification
- 大学of Alaska Anchorage- Bachelor of Science, Political Science and Government
- 国际远程教育在神学院Theology - Bachelor of Theological Studies, Theology
Subject Expertise
- SIE
- Series 6
- Series 65
- Series 79
- +45 subjects