Award-Winning Series 66 Test Prep in Sunnyvale, CA

Paul: Sunnyvale Series 66 test prep instructor

...exams a student must pass can seem daunting. My goal is to add clarity and help students fully understand the necessary concepts and terminology. I have a Bachelors in religious studies. I've completed CLU / ChFC courses from American College and graduate studies in business at Wharton. I've always had a passion for helping others, in business, training, instructing and tutoring. I look forward to assisting you in your personal endeavors.

Edward: Sunnyvale Series 66 test prep instructor

...25 plus year veteran of the Financial Services industry. I have been involved with 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 and am an active member of...

Krista: Sunnyvale Series 66 test prep instructor

...NJ for Life/Health Insurance. I am 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...

Claudio: Sunnyvale Series 66 test prep 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)

Victoria: Sunnyvale Series 66 test prep instructor

...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 exams, we always seem to have the most success when we have discovered the student's 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....

Brian: Sunnyvale Series 66 test prep 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!

Mark: Sunnyvale Series 66 test prep instructor

...P&C Insurance test The Real Estate Agent and the Real Estate Broker test TEST TAKING SKILLS are a 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 testimonials from...

Nikita: Sunnyvale Series 66 test prep instructor

...from a retake, I'll meet you where you are and guide you step by step toward mastery. With experience at top global investment banking institutions, I bring insider-level knowledge of the industry. And with a background in education, I know how to translate dense, technical content into clear, practical lessons that stick. My goal is simple: to give you the tools, structure, and mindset to not just take these exams, but to pass them with...

David: Sunnyvale Series 66 test prep instructor

...I had a research assistantship and completed a 6 month Co-op 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 help they need at home or at school.

Eric: Sunnyvale Series 66 test prep instructor

...ethic has helped me in any venture I've pursued. I also learned how to deal with not being successful. Even the smartest people struggle in some areas/subjects, but what's important is developing the ability to admit when you don't know and seek help. Working one-on-one, whether with a teacher or mentor, has helped me turn a corner in multiple subjects over the course of my academic career. Learning how to deal with adversity can certainly...

James: Sunnyvale Series 66 test prep instructor

Nhan: Sunnyvale Series 66 test prep instructor

...and Corporate Strategies in August 2019. My primary areas of focus are Finra licensing, such as Series 7 and Series 65, along with Economics, Finance and General Accounting. I believe in a thorough and rational approach to learning, where individual problem can be tackle using all available resources. By identify what works for each student, I will provide a unique learning framework for each session, so he or she could attack any subject with confidence.

Purvis: Sunnyvale Series 66 test prep instructor

...desire to empower students to achieve their goals and navigate the complexities of the financial world. I adopt a student-centered approach, tailoring my methods to meet individual learning styles and fostering a supportive environment where questions are encouraged. Mentoring aspiring finance professionals is not just a job for me; it's a fulfilling journey that allows me to share my knowledge and experience while witnessing my students' growth and success. I look forward to the opportunity...

Kristin: Sunnyvale Series 66 test prep instructor

I just obtained my licenses within the last year: 6, 63, 66, 7. While my employer provided me with the books, I was not given study support which I think would have been incredibly helpful to me. I look forward to helping you pass on your first try!

Nicholas: Sunnyvale Series 66 test prep instructor

...understanding of math and writing. Many students struggle in these areas, as I did, so it's my passion to use what I have learned to help others. I love sport activities and anything outdoors. My favorites are boating, fishing, and golf. I'm a competitor and a passionate person, so anything that allows me to compete brings me joy. I also love being around people, so social activities where I can build relationships with others is...

Isaac: Sunnyvale Series 66 test prep instructor

...from Missouri State University with a degree in Finance with an emphasis in Financial Planning. I have my CFP, and have passed the Series 6, Series 7, Series 63, Series 65, and Series 66 exams. I also have my life and health insurance license and have passed the CFA level one exam. My favorite part about tutoring is helping someone in my same industry or on the same career path understand a concept that previously...

Michael: Sunnyvale Series 66 test prep instructor

...weaknesses to create a personalized study plan that focuses on areas needing improvement, ensuring efficient and effective preparation. Expert Knowledge: With extensive experience and deep understanding of the securities and financial planning industries, I provide insights and tips that go beyond standard study materials. Proven Strategies: Learn the most effective test-taking strategies and techniques to tackle challenging questions and manage exam stress. Interactive Sessions: Engage in dynamic, interactive sessions that make complex concepts easier to...

Vikram: Sunnyvale Series 66 test prep instructor

I am a seasoned Investment Professional holding MBA (Fin) and CFA qualifications. Teaching is my hobby and I taught nearly 60 CFA level 1 students. I have 18 years of professional experience as an investment professional. Completed FINRA Exams, Series 7 and Series 66. Making difficult concepts easy to understand with examples from day-to-day life is a gift to me.

John: Sunnyvale Series 66 test prep instructor

...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 course work. I am a student of the markets and enjoy doing technical and fundamental research on all types of investments and planning. I enjoy reading 3 to 5 articles a day regarding topics in the financial...

Bryan: Sunnyvale Series 66 test prep instructor

...tutor a variety of subjects, I especially enjoy helping students with the material covered in FINRA Licensing Exams (SIE, Series 7, Series 63/66). In my experience helping students prepare for Licensing Exams, I have enjoyed seeing learners become more confident in their knowledge of financial products, industry regulations, and market mechanics. I am enthusiastic about learning and believe that anyone can grasp complex material, no matter how difficult. I believe that mastering challenging material empowers...