Victoria: Vancouver 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 am most passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex...
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
- Series 26
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- +35 subjects
James: Vancouver Series 53 course instructor
...entrepreneurial 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, including a mutual fund, an NASD sales and investment advisory firm, and a transfer agent. In 1983, I earned...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 53
- Series 4
- Series 7
- Series 27
- +24 subjects
Aaron: Vancouver Series 53 course instructor
...Finance from the University of Nebraska-Omaha. During that time, I obtained my Series 7 and 66 licenses. Shortly 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 Financial Advisor...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 53
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFP
- +7 subjects
Jim: Vancouver Series 53 course instructor
...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 (General Securities Principal), Series 4 (Registered Options Principal), Series 27 (Financial and Operations Principal), Series 53 (Municipal Securities Principal), Series 66 (Investment Advisor...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Subject Expertise
- Series 53
- Series 65
- SIE
- Series 27
- +16 subjects