James: Vancouver Series 53 course instructor
...record of success. My specialty has been, and continues to be, the founding and growing of companies and the application of technology to business enterprises. From 1979 to present I was involved in numerous entrepreneurial ventures, both public and private, with responsibilities spanning the spectrum from executive administrative tasks to chairing Boards of Directors. I...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 53
- Series 27
- Insurance License
- Series 7
- +24 subjects
Victoria: Vancouver Series 53 course instructor
...learning style and thought-process. I believe learning should be an engaging, inspiring activity where the student can envision how their new knowledge will apply to real-life scenarios. I am also a firm proponent of education, believing it to be absolutely necessary for an improved quality of life, and I try to impart this appreciation to...
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 53
- Insurance License
- SIE
- Exam IFM - Investment and Financial Markets
- +35 subjects
Jim: Vancouver Series 53 course instructor
...strengths. I tailor my approach to each learner's unique style, building genuine connections that help them master complex financial concepts and achieve meaningful progress. I am continually inspired by the opportunity to make finance accessible and relatable for all learners. Outside of tutoring, I am a certified drone pilot and enjoy expressing my creativity through...
Education & Certification
- University of Wisconsin – Stout - Bachelor's, Hotel & Restaurant Management
- Madison Area Technical College - Associate in Science, Finance
Subject Expertise
- Series 53
- Series 7
- Series 63
- SIE
- +11 subjects
Aaron: Vancouver Series 53 course instructor
...after obtaining those licenses, I then obtained the Series 4, 24 and 53 licenses. To continue my pursuit of growth, I went 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...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 53
- Series 24
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- +7 subjects
Jim: Vancouver Series 53 course instructor
...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 and Operations Principal), Series 53 (Municipal Securities Principal), Series 66 (Investment Advisor Representative) and...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Subject Expertise
- Series 53
- Series 24
- SIE
- Series 27
- +16 subjects