Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 24
- Series 9
- SIE
- Series 63
- +24 subjects
Education & Certification
- Tulane University of Louisiana - Bachelor of Science, Biology, General
Subject Expertise
- Series 24
- Series 63
- Series 9
- Series 79
- +23 subjects
Kevin: Halifax Series 24 test prep instructor
...CPA (Certified Public Accountant), MBA and inventive Patent Holder with the US Patent Office, I know that learning is a great investment. My passion for teaching comes from a life long passion for learning. Im a Masters Degree graduate of Washington University in St. Louis (Olin School of Business: Finance emphasis) and also received my...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 24
- Series 6
- SIE
- Series 30
- +41 subjects
Jim: Halifax Series 24 test prep instructor
...years of experience in the Finance and Wealth Management industry, I bring a deep passion for education and mentorship to every student I work with. I hold a Bachelor's degree from the University of WisconsinStout and a Finance degree from Madison Area Technical College, and I have spent much of my career leading teams and...
Education & Certification
- University of Wisconsin – Stout - Bachelor's, Hotel & Restaurant Management
- Madison Area Technical College - Associate in Science, Finance
Subject Expertise
- Series 24
- Series 10
- Series 3
- SIE
- +11 subjects
James: Halifax Series 24 test prep instructor
...Chairman of the Board. During my tenure, I held, among others, SEC Series Licenses 3, 4, 7, 15, 24, 27, 53, and 63. As the firm's primary SEC Licensed Principal, I grew this financial services conglomerate to $21 million in annual revenues, with over $700 million in customer assets under management, and employed approximately 300...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 24
- Series 53
- FINRA - Financial Industry Regulatory Authority
- Series 27
- +24 subjects
Andrea: Halifax Series 24 test prep instructor
...finance professional with a strong academic background and a passion for helping others succeed. I hold a Master's Degree in Corporate Finance from Washington University in St. Louis and a Bachelor's Degree from the University of Central Missouri, and have developed a deep understanding of the principles of finance, accounting, economics, investment products, and business....
Education & Certification
- Washington University in St Louis - Master of Science, Finance
Subject Expertise
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- Series 79
- +57 subjects
Aaron: Halifax Series 24 test prep instructor
...of my life being a student of the financial realm; and to this day, constantly work to perfect my craft. I believe a lot of work done by financial professionals is noble, they have the ability to help others retire comfortably, protect themselves and loved ones against unfortunate circumstances, help others as well as many...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 24
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 53
- +7 subjects
Victoria: Halifax Series 24 test prep instructor
...Degree in Business Administration and I am a Certified Financial Planner. I also have several industry licenses; series 7, 66, 51, 24, and 2-15. I 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...
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
- Series 23
- Series 63
- Series 52
- +35 subjects
Hal: Halifax Series 24 test prep instructor
...realized that it had been decades since I originally passed my securities licensing exams, I took the Securities Industry Essentials Exam (SIE), and retook the Uniform Investment Adviser Law Exam (Series 65), and the National Commodities Futures Exam (Series 3), passing each on a single sitting. Over the past two years, I've tutored well over...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 24
- CFP
- Series 10
- Series 52
- +171 subjects
Michael: Halifax Series 24 test prep instructor
...in dynamic, interactive sessions that make complex concepts easier to grasp and retain. Support and Accountability: Benefit from continuous support and motivation, with regular check-ins to track your progress and address any concerns. Invest in your future with expert tutoring that helps you achieve your certification goals and advance your career. Let's work together to...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 24
- Series 6
- Series 63
- CFP
- +12 subjects
edward: Halifax Series 24 test prep instructor
...I am 100% committed I graduated from the University of South Florida in 1986 and got my Real Estate License from the State of Florida that same year. In addition, I achieved the status as a Licensed Real Estate Broker in 1992 and have owned and managed various brokerages throughout my career as the Broker...
Education & Certification
- University of South Florida-Main Campus - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 24
- Series 63
- Series 65
- Series 26
- +7 subjects
Dennis: Halifax Series 24 test prep instructor
...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...
Education & Certification
- Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
Subject Expertise
- Series 24
- Series 7
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +49 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 24
- Series 10
- Series 65
- SIE
- +16 subjects
Eduardo: Halifax Series 24 test prep instructor
...my fluency in both English and Spanish to connect with students from diverse backgrounds. My teaching philosophy centers on fostering a supportive and engaging learning environment, where I encourage critical thinking and curiosity. I am passionate about helping students achieve their academic goals and develop a love for learning, drawing on my interests in history,...
Education & Certification
- University of Central Florida - Bachelor in Arts, Political Science and Government
Subject Expertise
- Series 24
- Series 6
- Series 23
- Series 16
- +94 subjects
Steven: Halifax Series 24 test prep instructor
...former Wall Street professional with a long career in equity trading and trading technology. I hold an MBA in Finance from the Yale School of Management and a B.S. in Finance from the University of Montana. I am an avid skier, and teach skiing part time as well. For the past 7 years I have...
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
- SEE - Special Enrollment Exam
- Series 56 - Proprietary Trader Qualification Exam
- CAIA
- +70 subjects
Jacquelyn: Halifax Series 24 test prep instructor
...individual who enjoys helping others learn personally and professionally. As a Mom and a Business Leader in the community, mentoring, and coaching, I have assisted many others in accomplishing their educational goals. 1. Parenting my children at home on how to do well in class and on tests. 2. Advising employees on how to study...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- Series 24
- Series 6
- Series 65
- Series 79
- +18 subjects
Ben: Halifax Series 24 test prep instructor
...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 5 - Interest Rate Options Exams
- CPA
- Series 79
- +38 subjects
Nhan: Halifax Series 24 test prep instructor
...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...
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
- Insurance License
- CPA
- Series 7 - General Securities Representative Exam (Stockbroker)
- +78 subjects
Pamela: Halifax Series 24 test prep instructor
...of the University of Colorado - Boulder. I received my Bachelor of Science in Marketing and International Business with a minor in Economics. I have experience teaching English as a Second Language online to children ages 3-15 in China. I work professionally in the Financial Services industry and have experience in professional speaking, presentation skills...
Education & Certification
- University of Colorado Boulder - Bachelor of Science, International Marketing
Subject Expertise
- Series 24
- CPFA
- Series 65
- Series 3
- +91 subjects
Garth: Halifax Series 24 test prep instructor
...PLANNER (CFP) professional. I have extensive experience working in the financial services industry. Currently I manage a sales team at T. Rowe Price. I am FINRA Series 7, Series 6, Series 63, Series 24, and Series 66 registered in all 53 jurisdictions. In previous roles, I was responsible for mentoring and supporting associates tasked with...
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
- Series 66
- CFP
- Series 63
- +26 subjects