Aaron: Windsor Series 4 course instructor
...ability to help others retire comfortably, protect themselves and loved ones against unfortunate circumstances, help others as well as many other goals they have. I believe there is a right way to do business and I strive to help others in their efforts to do business the right way. My expertise started long ago when...
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 - General Securities Representative Exam (Stockbroker)
- Series 65
- CFP
- +7 subjects
Daniel: Windsor 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 63
- Series 10
- Series 9
- +4 subjects
Michael: Windsor Series 4 course instructor
...pits on the floor to moving upstairs running execution trading desks at inter dealer brokers. What I can help you with obtain a better understanding are the following subjects; equities types, options, futures, swaps, energy trading both paper and physical, OTC (over the counter) derivative products, technical analysis, order types and usage, terms such as...
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 3
- Series 55
- Series 44 - NYSE Arca Options Market Maker Exam
- +14 subjects
Peter: Windsor Series 4 course instructor
...a world where it is a "win win," meaning you help others with their finances and make money doing so. These licenses are so valuable, that you have the potential to make as much money, if not more money than doctors and lawyers. You do not need a secondary degree, you just need to pass...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 4
- SIE
- CPA
- Series 86
- +42 subjects
James: Windsor Series 4 course instructor
...I coordinated and managed all functions of the holding company and its subsidiaries, which included a national brokerage firm, a commodity firm, an insurance firm, a market-making brokerage firm, and a facilities company. My responsibilities included all aspects of corporate and financial management, new business development, strategic planning, and tactical operations. After retiring from the...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 4
- Series 5 - Interest Rate Options Exams
- FINRA - Financial Industry Regulatory Authority
- Series 66
- +24 subjects
Daniel: Windsor 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
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- +25 subjects
Eduardo: Windsor Series 4 course instructor
...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 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...
Education & Certification
- University of Central Florida - Bachelor in Arts, Political Science and Government
Subject Expertise
- Series 4
- Series 24
- Series 99
- Series 16
- +94 subjects
Jim: Windsor Series 4 course instructor
...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 and Operations Principal), Series 53 (Municipal Securities Principal), Series 66 (Investment Advisor Representative) and PA Life and Health Insurance agent exam. My goal is to have the...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Subject Expertise
- Series 4
- Insurance License
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- +16 subjects
Sakshi: Windsor Series 4 course instructor
...experience, I am dedicated to making complex concepts in Math, English, and Business accessible and engaging for my students. My teaching philosophy centers around fostering a collaborative and interactive learning environment, where I break down challenging topics using real-world examples and case-based learning. I believe in the power of personal finance education, helping students understand...
Education & Certification
- Queen's University - Masters in Business Administration, Business, General
Subject Expertise
- Series 4
- SSH - Society for Simulation in Healthcare
- Series 12 - NYSE Branch Manager
- WMCP - Wealth Management Certified Professional
- +498 subjects