James: Ottawa Series 53 course instructor
I am a semi-retired, well-rounded and seasoned entrepreneur with a proven track 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...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 53
- Series 5 - Interest Rate Options Exams
- Series 3
- Insurance License
- +24 subjects
Victoria: Ottawa Series 53 course instructor
I have a Masters 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...
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
- CFP
- Series 65
- +35 subjects
Aaron: Ottawa Series 53 course instructor
I've spent the majority 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...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 53
- Series 66
- Series 4
- Series 24
- +7 subjects
Jim: Ottawa Series 53 course instructor
With more than 30 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...
Education & Certification
- University of Wisconsin – Stout - Bachelor's, Hotel & Restaurant Management
- Madison Area Technical College - Associate in Science, Finance
Subject Expertise
- Series 53
- SIE
- Series 9
- Series 55
- +11 subjects
Jim: Ottawa Series 53 course instructor
I have been in the securities industry for over 20 years 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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Subject Expertise
- Series 53
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- Series 4
- +16 subjects