Daniel: South Fulton Series 4 course instructor
I am a CPA with a background in teaching and tutoring. I can work with you on most finance, business, and accounting subjects. I help simplify the material and highlight the core lessons. I've been told it's very effective and helpful!
Education & Certification
- Malone University - Bachelor in Arts, Organizational Leadership
- Baldwin-Wallace College - Masters in Business Administration, Accounting
Subject Expertise
- Series 4
- CMA - Certified Management Accountant
- CLU - Chartered Life Underwriter
- Series 66
- +25 subjects
Michael: South Fulton Series 4 course instructor
...to read on exactly how I gained this knowledge you can read my bio below I just wanted to be clear above of exactly what I can help with, below is where and how I gained my knowledge. All of what I know has been actually gained doing various jobs while I may of started...
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 4
- Series 55
- Series 7
- Exam IFM - Investment and Financial Markets
- +14 subjects
Peter: South Fulton Series 4 course instructor
...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...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 4
- Series 9
- Series 57
- Series 26
- +42 subjects
Aaron: South Fulton Series 4 course instructor
...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 Income Certified Professional (RICP) designation. I've worked in several industry roles from client service, back...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 4
- Series 7
- Series 65
- CFP
- +7 subjects
Daniel: South Fulton Series 4 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 4
- Series 10
- Series 9
- Series 7
- +4 subjects
James: South Fulton Series 4 course instructor
...ventures, both public and private, with responsibilities spanning the spectrum from executive administrative tasks to chairing Boards of Directors. I attended the University of Illinois where I earned a Bachelor's degree (in only 5 semesters) in Business Administration and graduated Summa Cum Laude (1978). During that time period I helped establish my first financial conglomerate,...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 4
- Series 7
- Series 66
- Series 24
- +24 subjects
Eduardo: South Fulton Series 4 course instructor
...a degree that has equipped me with a strong analytical foundation. With over 6 years of tutoring experience, both in-person and online, I specialize in Professional Certifications in Finance, sociology, political science, and Spanish, leveraging my fluency in both English and Spanish to connect with students from diverse backgrounds. My teaching philosophy centers on fostering...
Education & Certification
- University of Central Florida - Bachelor in Arts, Political Science and Government
Subject Expertise
- Series 4
- Series 7
- Series 6
- Series 65
- +94 subjects
Jim: South Fulton Series 4 course instructor
...and have a good understanding of many different areas. I will do my best to help the student by simplifying the material and using everyday tasks as examples. Exams I have taken (and passed on the first try): Series 7 (General Securities), Series 24 (General Securities Principal), Series 4 (Registered Options Principal), Series 27 (Financial...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Subject Expertise
- Series 4
- Insurance License
- Series 66
- Series 24
- +16 subjects