Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- Series 66
- Series 6
- Series 24
- +16 subjects

Yue: Glen Ellyn Series 65 test prep instructor
...I've tutored peers in Financial Accounting, Business Strategy, and Mandarin Chinese supporting students from diverse cultural and academic backgrounds. Whether you're a high school student, a university learner, or a working professional, I tailor each lesson to fit your goals and learning style. As a native Mandarin speaker with bilingual teaching experience, I offer engaging...
Education & Certification
- The University of Adelaide - Master's/Graduate, Accounting and Marketing
Subject Expertise
- Series 65
- Series 6
- Series 7
- SIE
- +10 subjects

Hajra: Glen Ellyn Series 65 test prep instructor
...exams. I understand the pressure of learning the materials and then passing the exams in the allotted time frames given. I am passionate about helping people pass the professional exams and achieving their goals. I aim to be a resource to people, and letting them set the pace. I enjoy traveling when I can, either...
Education & Certification
- American International College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 65
- Series 63
- Series 27
- Series 86
- +9 subjects

Blake: Glen Ellyn Series 65 test prep instructor
...attended Oakland University on a full-tuition academic scholarship and majored in finance and minored in accounting. After working in the financial planning industry for 4 years, I became one of the youngest CFP Professionals in the country in 2019. My best areas to teach are personal finance, economics, Algebra 1 and 2, Geometry, and ACT...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- CFP
- SIE
- Pre-Algebra
- +71 subjects

Aleta: Glen Ellyn Series 65 test prep instructor
...as a tutor. During my career, I obtained the Certified Series 7, 6, 63, and 65 and the Life, Health, Annuities and Variable Contracts Producer License within various states. I also hold an MBA in finance. I own a financial consulting firm providing financial coaching, financial educational presentations/events, academic instruction and money management skills individually...
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 6
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- +27 subjects

Brendan Daniel : Glen Ellyn Series 65 test prep instructor
...be a foundational block to getting you closer to your goal. I graduated with a degree in Psychology and a minor in Economics. Since graduation, I worked in asset management as a portfolio manager while pursuing my CFA, and recently founded my own firm. Currently, I am a level 3 CFA candidate and portfolio manager...
Subject Expertise
- Series 65
- CPA
- SIE
- Series 66
- +62 subjects

Mark: Glen Ellyn Series 65 test prep instructor
...vital part of passing any test I will demonstrate how. PRACTICE QUESTIONS - The more the better. As you are taking the test... I will show you how to build a POSITIVE ATTITUDE. The key is: HOW TO READ THE QUESTIONS and HOW TO STUDY FROM THE QUESTIONS. Bilingual in SPANISH P.S. I have multiple...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 65
- API - Associate in Personal Insurance
- Real Estate License
- AIS - Associate in Insurance Services
- +73 subjects

Brian: Glen Ellyn Series 65 test prep instructor
...in Black Studies with honors. I have a graduate degree from the Stonier Graduate School of Banking as well. I started a financial consulting business while in college then sold it a few years out of college. I became a US Marine. Over the next 15 years combined, I worked for two top 5 US...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 10
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +22 subjects

Raul: Glen Ellyn Series 65 test prep instructor
...states, I have over 20 years of teaching experience. My passion lies in fostering a supportive learning environment where I can help students achieve their academic and personal goals. I utilize a student-centered approach that emphasizes understanding individual learning styles, ensuring that each student feels valued and empowered. Beyond academics, I am an author on...
Education & Certification
- Tarleton State University - Bachelor in Arts, Music Teacher Education
- University of Nevada-Las Vegas - Master of Arts, Music
- Chapman University - Masters in Education, Education
- University of Nebraska-Lincoln - Doctor of Philosophy, Music
- Alfred University - Masters in Business Administration, Business, General
Subject Expertise
- Series 65
- Series 66
- CBEST - The California Basic Educational Skills Test
- Series 63
- +24 subjects

David: Glen Ellyn Series 65 test prep instructor
...Education position with IBM. I still play golf, belong to a backgammon club, and help manage my parents Charitable Remainder Trust investments. I spent 2 years tutoring elementary children reading and writing and have just joined a high school/college mentoring program in the area. I believe I can help students who may not have the...
Education & Certification
- Hobart William Smith Colleges - Bachelor in Arts, Economics
- Rochester Institute of Technology - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 7
- AIFA - Applied Investment and Finance Analyst Certification Exam
- Insurance License
- +151 subjects

Jacquelyn: Glen Ellyn Series 65 test prep instructor
...class and on tests. 2. Advising employees on how to study to obtain professional licenses to achieve passing scores. It has been a great accomplishment for me. When your children graduate with Honors, and your student employees perform well to obtain professional licenses, it represents how well you were dedicated, coached, trained, and developed during...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- Series 65
- WMCP - Wealth Management Certified Professional
- ARM-E - Associate in Management-Enterprise Risk Management
- Series 63
- +18 subjects

Donald: Glen Ellyn Series 65 test prep instructor
...about perspective! I attended the United States Naval Academy and was a linebacker for the football team from 2011-2015. I earned my Bachelors of Science in History. The Naval Academy challenged me in ways I did not know were possible. I was tested every single day mentally, morally, and physically. The Naval Academy is an...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Insurance License
- SIE
- RICP - Retirement Income Certified Professional
- +35 subjects

Daniel: Glen Ellyn Series 65 test prep instructor
...County as a substitute teacher where I have taught several different classes and age groups. I started out my post-high school education at the University of South Florida where I went through many changes in majors and enjoyed taking a wide variety of classes. After several eventful years at USF, I received an opportunity to...
Education & Certification
- Illinois State University - Bachelor in Arts, Philosophy
- College of William and Mary - Juris Doctor, Legal Studies
Subject Expertise
- Series 65
- Florida Bar Exam
- Bar Exam
- High School Accounting
- +53 subjects

Peter: Glen Ellyn Series 65 test prep instructor
...much money, if not more money than doctors and lawyers. You do not need a secondary degree, you just need to pass the tests. You would want me as at tutor mainly because of my experience. My expertise is in OPTIONS and MARGIN. I started a broker-dealer from scratch, was a manager of other reps,...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 65
- Series 63
- Series 53
- Series 22
- +42 subjects

Aaron: Glen Ellyn Series 65 test prep instructor
...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 I received my Bachelor's in Finance from the...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 65
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFP
- +7 subjects

Evan: Glen Ellyn Series 65 test prep instructor
...in economics. I subsequently passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I served as a Director of Finance for a Private Equity owned enterprise. I have helped many students in...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- SIE
- Series 66
- Series 63
- +27 subjects

Edward: Glen Ellyn Series 65 test prep instructor
...advising and counseling both clients and advisors, and am passionate about helping others learn how financial markets work. I have passed the Series 6, 7, 24, 26, and 66 exams, and held the Massachusetts Life and Health insurance licenses. I coached basketball and football both at the youth and high school levels. I love music...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 9
- Series 26
- Series 79
- +26 subjects

Dalcio: Glen Ellyn Series 65 test prep instructor
...in tutoring aspiring financial and insurance professionals preparing for their licensing exams. Known for my patience, engaging approach, and dedication, I am invested in each student's success, helping them build confidence and understanding in complex topics. Together, we'll work towards achieving your licensing goals and setting a strong foundation for your career.
Education & Certification
- Nova Southeastern University - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 65
- FINRA - Financial Industry Regulatory Authority
- Series 6
- SIE
- +1 subjects

Karen: Glen Ellyn Series 65 test prep instructor
...Since I graduated, I've taught or coached in several areas. However, my primary focus has been on Series licensing. I help students with all licenses such as SIE, 6, 63, 7 65.66, 24 and many more. Many students struggle with the concepts of the SIE exam. I can break it down for you and relate...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 99
- Series 7
- SIE
- +24 subjects

Sarah: Glen Ellyn Series 65 test prep instructor
...materials. My extensive resource library includes both my own unique materials and traditional ones (Kaplan, PassPerfect, and Achievable), ensuring a comprehensive learning experience. As a financial advisor and recent MBA graduate, I've been trained to cater to a wide range of learning styles, personality types, and unique challenges such as learning disabilities, test anxiety, and...
Education & Certification
- University of upper Iowa - Bachelor in Business Administration, Business Administration and Management
- University of Wisconsin-Madison - Masters in Business Administration, Accounting and Business Management
Subject Expertise
- Series 65
- Series 63
- SIE
- Series 6
- +36 subjects