
Michael: Orange County Series 9 course instructor
...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. The way I prefer to teach and tutor is to work with the student, not lecture them. I try to find their strengths and...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 9
- Series 66
- FINRA - Financial Industry Regulatory Authority
- SIE
- +16 subjects

Andrea: Orange County Series 9 course instructor
...Industry Licensing (FINRA) - Personal finance concepts - Financial analysis - Corporate finance and capital budgeting - Investment analysis and portfolio management - Financial modeling - Business economics - Micro and macroeconomics With a passion for teaching and fostering academic growth, I am dedicated to helping students achieve their educational and professional goals. My approach is...
Education & Certification
- Washington University in St Louis - Master of Science, Finance
Subject Expertise
- Series 9
- SIE
- Series 66
- Series 7
- +56 subjects

Danny: Orange County Series 9 course instructor
...I love to play golf and I love all sports. I'm a family man, and they always come first. I'm not going to pull any punches, and I'm going to give you honest feedback along the journey. If you're looking for a disciplined approach to get to test day, I'm the person for you. Thank...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 9
- Series 24
- Series 7
- Series 66
- +11 subjects

Hal: Orange County Series 9 course instructor
...twenty years of teaching experience at the college and university level in addition to having served as a national educator in investments for a Fortune 20 firm. My background includes having been licensed as a Certified Public Accountant, Certified Financial Planner, Certified Trust and Investment Advisor, Regulation 144 Specialist, Retirement Planning Specialist, Certified Senior Advisor,...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 9
- Series 3
- Series 82
- Series 87
- +171 subjects
Education & Certification
- Saint Peters College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 9
- Series 63
- Series 4
- Series 7
- +4 subjects

Nhan: Orange County Series 9 course instructor
...Master in Fall of 2019, and I will start my Doctorate program for Business 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...
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 9
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- +78 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 9
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +16 subjects

Michael: Orange County Series 9 course instructor
...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...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 9
- CFP
- Series 66
- Series 10
- +12 subjects

Aimee: Orange County Series 9 course instructor
...teacher licensure examinations. I have particular experience with coaching students on MAP testing, test taking strategies, dealing with test anxiety and closing the gap when students are behind through intensive instruction. I have lived in rural Alaska - a.k.a. the "Bush" and used to live in the community where the TV show "The Alaskan Bush...
Education & Certification
- George Fox University - Bachelor in Arts, Music Theory and Composition
- Willamette University - Master of Arts Teaching, Special Education
Subject Expertise
- Series 9
- PRAXIS
- CSET - California Subject Examinations for Teachers
- CPA
- +146 subjects

Brian: Orange County Series 9 course instructor
...technical skill building, performance improvement, decision making, financial literacy, and leadership. While I can tutor a broad range of subjects, I am most passionate about finance, FINRA exams, decision making, financial literacy, and leadership. I am a firm proponent of higher education as well as career connected training, believing each one respectively is necessary for...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 9
- FINRA - Financial Industry Regulatory Authority
- SIE
- Six Sigma
- +22 subjects
Education & Certification
- Shandong Finance Institute - Bachelor in Arts, Marketing
- The Texas AM University System Office - Master of Science, Finance
Subject Expertise
- Series 9
- Series 10
- Series 7
- CFA
- +22 subjects