Michael: Montgomery County Series 66 course instructor
...I really like teaching in general, and enjoy when I can learn something and then pass it on to others. That is what brought me to earn my PhD and my flight instructor certificate, allowing me to teach various areas in finance, such as corporate finance, personal finance, and securities markets, and anything dealing with aviation. I have recently changed my career to move out of in-house financial services firms and focus completely on teaching....
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 66
- Series 31
- Series 79
- Series 7
- +16 subjects
Krista: Montgomery County Series 66 course instructor
...registered with FINRA (Series 7 & 66). I also hold a Certified Financial Planner designation. I help candidates studying for their Life/Health, SIE, Series 7, Series 6, Series 66 (63/65), and CFP designations. I am eager to pass on various tips and tricks I have learned for the various exams. I have various study tips and tricks that I have found helpful and previous students that I have tutored have as well.
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Business Administration and Management
- Capella University - Masters in Business Administration, Project Management
Subject Expertise
- Series 66
- Series 7
- Insurance License
- CFP
- +18 subjects
Sean: Montgomery County Series 66 course instructor
...GOOD as long as you do the work. After being in the business world for over 20+ years I find myself ready to give back. As a life long learner I can promise we will not only learn the subject you need but also learn how you best learn. My Style is to teach you where you are, really get to know you and how you process information into knowledge. I will pass on what...
Education & Certification
- Western Governors University - Bachelor in Business Administration, Information Resources Management
Subject Expertise
- Series 66
- Series 7
- FINRA - Financial Industry Regulatory Authority
- Economics
- +17 subjects
Nicholas: Montgomery County Series 66 course instructor
Through almost a decade as a financial planner, I enjoy helping others enter the field and continue to develop their expertise. I tutor the Series 6, 63, 65 and 7 exams and the CFP Board exam.
Education & Certification
- Susquehanna University - Bachelor of Science, Finance
Subject Expertise
- Series 66
- Series 65
- Insurance License
- Series 6
- +8 subjects
Jim: Montgomery County Series 66 course instructor
...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 Representative) and PA Life and Health Insurance agent exam. My...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Subject Expertise
- Series 66
- Series 4
- Series 6
- Series 65
- +16 subjects
Brian: Montgomery County Series 66 course instructor
I have a BS in finance and economics, I worked as a financial analyst and investment specialist for a brokerage firm. I abruptly changed direction and joined the military where I spent close to a decade serving in the United States Army Special Forces. I approach tutoring with a "no quit" attitude as I have done with many things in my life. Together we will make it happen!
Education & Certification
- Johnson Wales University-Providence - Bachelor in Arts, Finance
Subject Expertise
- Series 66
- Series 7
- Series 24
- Series 63
- +18 subjects
Valentina: Montgomery County Series 66 course instructor
...FINRA exams. I have been in the financial industry for over 20 years, and I am FINRA licensed in Series 7, Series 66, and of course, in SIE since it is a pre-requisite for Series 7. I have also been FINRA licensed in Series 63 and Series 65. The exams are very challenging, but there is nothing there that you will not be able to comprehend and nail from the first attempt. Therefore, I am...
Education & Certification
- Colorado Mesa University - Bachelor of Science, Computer and Information Sciences, General
Subject Expertise
- Series 66
- Series 65
- Series 7
- FINRA - Financial Industry Regulatory Authority
- +4 subjects
Barrett: Montgomery County Series 66 course instructor
...is largely a function of how it's defined, I consider my own success to be helping my students along a journey to attaining their respective goals. But that journey begins with a first step, at times a humbling step. As a coach and mentor, I value my role as your trusted resource in helping you take those initial steps on your journey to passing the securities exam(s) and onward to a bright future!
Education & Certification
- Florida International University - Bachelor of Science, Criminal Justice
- Louisiana State University and Agricultural Mechanical College - Doctor of Laws, Law Enforcement Administration
Subject Expertise
- Series 66
- Series 51
- SIE
- Series 7
- +20 subjects
John: Montgomery County Series 66 course instructor
...over 500 financial advisors. I have studies Retirement Planning along with having the following FINRA Licenses: Series 7, 8 (9/10), 66, 63. While I tutor a broad range of subjects' financial literacy, I have proven experience in helping individuals master the content and successfully prepare to pass the following FINRA Licenses: Series 7, 8 (9/10), 66, 63 exams. My 28 years of industry experience will provide many real-world examples of what is taught in the...
Education & Certification
- Chicago State University - Bachelor of Science, Applied Psychology
Subject Expertise
- Series 66
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- +9 subjects
Aaron: Montgomery County Series 66 course instructor
...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 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...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- CFP
- +7 subjects
Isaac: Montgomery County Series 66 course instructor
...a Wealth Advisor. I currently co-manage a book of business of approximately 80 million in assets under management with another Wealth Advisor. I have helped train younger Advisors over the past few years and have a passion for helping people in my field learn and grow. For the past year I've been tutoring college students on complex financial concepts. My tutoring experience has been one on one with each student and I believe that individualized...
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- Series 66
- Series 7
- Insurance License
- Series 65
- +9 subjects
Christopher: Montgomery County Series 66 course instructor
...Series 66, and CFP certification. My teaching philosophy centers on breaking down complex financial concepts into manageable parts, using visual aids and interactive discussions to engage students. I enjoy creating a supportive learning environment where students can confidently grasp the intricacies of financial planning and investing. My professional background in financial advising and previous experience in higher education have equipped me with the skills to foster understanding and success in my students. I am dedicated...
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- Series 66
- Series 7
- Insurance License
- SIE
- +4 subjects
Sebastian: Montgomery County Series 66 course instructor
I'm here to help you pass in a fun way. I have over 20 years of Wall Street experience. I have worked as a trader, analyst, investment product specialist, portfolio manager and investment strategist.
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- Series 66
- Series 7
- CFA
- Series 6
- +14 subjects
Evan: Montgomery County Series 66 course instructor
...that be high school work, undergraduate/graduate level Finance, Economics, Math, or Accounting work, or CFA exam prep I graduated Summa Cum Laude (top 5% of my class) from Northwestern University with a degree 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...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 66
- FINRA - Financial Industry Regulatory Authority
- Series 7
- SIE
- +27 subjects
Robin: Montgomery County Series 66 course instructor
...to engage with students at various stages of their educational journeys, tailoring my approach to suit their unique needs. I hold an MBA from Stetson University and a B.A. from the University of British Columbia. I tutor subjects related to finance, business, and preparation for FINRA certifications (Series 6, 7, 63, 65 and 66). My teaching philosophy revolves around fostering critical thinking, encouraging open communication, and making complex concepts accessible. I aim to create an...
Education & Certification
- University of British Columbia - Bachelor in Arts, Psychology
- Daytona State College - Associate in Arts, Accounting
- Stetson University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 7
- Series 65
- Series 63
- +23 subjects
Eric: Montgomery County Series 66 course instructor
My passion is helping to educate my clients in the areas they need assistance with. As a financial advisor and investment advisor representative, this is what I do on a daily basis, and I look forward to helping you accomplish your goals.
Education & Certification
- Appalachian State University - Bachelor of Science, Psychology
- University of Hartford - Master of Science, Industrial and Organizational Psychology
Subject Expertise
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 10
- Series 65
- +16 subjects
Chunhua: Montgomery County Series 66 course instructor
...provides one-stop wealth management advisory services. Many years of advisory sales and management services have made me an effective communicator. Tutoring fulfills my passion of sharing my years of experiences and offering guidance to students. I am a visual learning and tutoring using illustrations and examples to improve the recall of information and concepts. I have hosted and participated in my speaking engagements both in public and corporate board. I enjoy challenges and have consistently...
Education & Certification
- Wuhan University - Bachelor of Science, Computer and Information Sciences, General
- Wuhan University - Doctor of Philosophy, Management Information Systems
Subject Expertise
- Series 66
- NMLS - Nationwide Mortgage Licensing System
- Series 65
- Series 79
- +7 subjects
Claudio: Montgomery County Series 66 course instructor
CFA level 1 candidate with diversified graduate-level education in econometrics, derivatives, corporate finance, economics and financial statement analysis. I am a team player, goal oriented, trustworthy. I am fluent in Spanish and English and I am the former President of the Latino Student Association at BYU- Hawaii. I have been educated in 3 different continents. Registered Representative (Series 7)
Education & Certification
- Brigham Young University-Hawaii - Bachelor of Science, Business Administration and Management
- Trinity College - Master of Science, Finance
Subject Expertise
- Series 66
- Series 6
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- +34 subjects
Jacquelyn: Montgomery County Series 66 course instructor
...a Mom and a Business Leader in the community, mentoring, and coaching, I have assisted many others in accomplishing their educational goals. 1. Parenting my children at home on how to do well in 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...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- Series 66
- Series 65
- Exam IFM - Investment and Financial Markets
- Series 24
- +18 subjects
Johnny: Montgomery County Series 66 course instructor
...teach subjects in Finance. My philosophy in teaching is to try to keep it as simple as I can by using analogies and references that is unique to each person and their way of absorbing information. The subjects I enjoy teaching within Finance are understanding Fundamental Analysis( financials such as 10Q and 10K), this goes with earning season or when companies report earning. Technical Analysis, which is understanding how to read a chart that includes...
Education & Certification
- University of Houston-Victoria - Bachelor in Business Administration, Finance
Subject Expertise
- Series 66
- Series 26
- Series 65
- Series 57
- +14 subjects