Chunhua: Oxford Series 66 test prep instructor
...which 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....
Education & Certification
- Wuhan University - Bachelor of Science, Computer and Information Sciences, General
- Wuhan University - Doctor of Philosophy, Management Information Systems
Subject Expertise
- Series 66
- Series 65
- Series 6
- Series 79
- +7 subjects
Isaac: Oxford Series 66 test prep instructor
...as 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...
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- Series 66
- Series 65
- CFP
- Series 7
- +12 subjects
Braden: Oxford Series 66 test prep instructor
...Park, Kansas. I have a passion for teaching college, high school, and middle schoolers math from Algebra to College Calculus, chemistry, and physics. In high school I took a variety of AP Tests: AP Chemistry-5, AP Physics 1-4, AP Calculus AB-5 AP US History-4, AP English Composition-4. I hope we are a great fit, and...
Education & Certification
- University of Oklahoma Norman Campus - Chemical Engineer, Chemical Engineering
Subject Expertise
- Series 66
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Other
- +64 subjects
Paul: Oxford Series 66 test prep instructor
...a successful Financial Advisor. The multiple 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...
Education & Certification
- Cincinnati Christian University - Bachelor in Arts, Religious Studies
Subject Expertise
- Series 66
- Series 7
- SIE
- Series 27
- +17 subjects
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- Series 66
- Series 63
- SIE
- Series 7
- +9 subjects
Melissa: Oxford Series 66 test prep instructor
...world experience in business. I can teach the following licenses: SIE, Series 7, Series 63, and Series 66. I am a current licensed senior broker at a large firm. I have assisted with in-person training to pass these licenses and have worked teaching adults my entire career. Cannot wait to work with you!
Education & Certification
- The University of Texas at Arlington - Bachelor in Arts, Anthropology
- Capella University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 63
- SIE
- Series 7
- +1 subjects
Jacquelyn: Oxford Series 66 test prep instructor
...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 the process. My experience working one-on-one, in small and large groups has proved to be...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- Series 66
- ARM-P - Associate in Risk Management for Public Entities
- Exam FM - Financial Mathematics
- Series 7 - General Securities Representative Exam (Stockbroker)
- +18 subjects
Christopher: Oxford Series 66 test prep instructor
...7, 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...
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFP
- Series 7
- +4 subjects
Nathalie: Oxford Series 66 test prep instructor
...the other side of the country. I came back home to Florida to complete my MBA in Finance, and currently work as a Financial Analyst. I am very passionate about my work and hope to help you learn to love math as much as I do! I look forward to working with you!
Education & Certification
- University of Central Florida - Bachelor of Science, Biology, General
- University of North Florida - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- CPA
- Series 7
- +34 subjects
Mark: Oxford Series 66 test prep instructor
...63 - # 65 & # 66 The Life, Health and 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...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 66
- API - Associate in Personal Insurance
- AIS - Associate in Insurance Services
- Real Estate License
- +73 subjects
Brian: Oxford Series 66 test prep instructor
...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...
Education & Certification
- Johnson Wales University-Providence - Bachelor in Arts, Finance
Subject Expertise
- Series 66
- Series 63
- Series 10
- FINRA - Financial Industry Regulatory Authority
- +18 subjects
Garth: Oxford Series 66 test prep instructor
...licenses, as well as the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning Counselor (CRPC). I have experience working with first time test takers as well as students who require multiple attempts. Additionally, my background prepares me to tutor students in a variety of subjects including finance, economics, accounting, investing, and...
Education & Certification
- Lebanon Valley College - Bachelor of Science, Business Administration and Management
- Loyola University Maryland - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 24
- CFP
- Series 6
- +26 subjects
James: Oxford Series 66 test prep instructor
As an adjunct professor of finance, I enjoy helping individuals find their way within the finance and business worlds. As a swimming coach, I enjoy helping individuals reach their goals. I am patient and kind and have been in your shoes. I am a strong tutor with the Series 65, 66, and 7.
Education & Certification
- Wittenberg University - Bachelor in Arts, Biology, General
- Baldwin-Wallace College - Masters in Business Administration, Business, General
Subject Expertise
- Series 66
- CFP
- Series 7
- SIE
- +25 subjects
Sean: Oxford Series 66 test prep instructor
...in order to gain a deeper understanding and truly gain knowledge around different subjects. My ultimate goal is to get my students to the end goal of passing their exam as quickly and efficiently as possible. I received my undergraduate degree from Arizona State University and have been working as a Financial Advisor since 2019...
Education & Certification
- Arizona State University - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 66
- Series 6
- SIE
- Series 7
- +2 subjects
Subject Expertise
- Series 66
- EMT - Emergency Medical Technicians
- Firefighter Exam
- SIE
- +6 subjects
Karen: Oxford Series 66 test prep instructor
...addition, I hold an English teaching certificate. 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...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- SIE
- Series 87
- Real Estate License
- +24 subjects
Claudio: Oxford Series 66 test prep instructor
...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 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +34 subjects
Victoria: Oxford Series 66 test prep instructor
...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....
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 66
- Series 52
- Series 26
- Series 23
- +35 subjects
Raymond: Oxford Series 66 test prep instructor
I am committed to developing the talent I possess and sharing my life with others. I always enjoyed teaching but more importantly human development. As Socrates said so long ago, the unexamined life is not worth living. Sometimes, the gravity of questions outweigh all in life.
Education & Certification
- Fordham University - Bachelor of Science, Classics
Subject Expertise
- Series 66
- Series 6
- Series 86
- Series 31
- +7 subjects
Danny: Oxford Series 66 test prep instructor
...for over 25 years and I retired a senior NCO in the Army Reserve serving for 23 years. I've had the pleasure of mentoring training and leading sales people and soldiers most of my adult life and coaching and developing has been my passion. I have the Series 7 license, Series 66, Series 63, Series...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 66
- Series 63
- Series 24
- Series 7
- +11 subjects