...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!
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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!
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I have been in the financial service industry for over 18 years and I would like to pass on my knowledge and experiences so that others can benefit .
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...a Bachelor in Physics from The Ohio State University and a Masters in Finance and Economics from Ohio University. Currently I am in another Master program, this one is for Accountancy, specialized in Auditing. I am expected to finish my second 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...
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...edge in any of the areas of my expertise, invest in your future and let me help you get there faster and stronger. ------------------- My life mission has been analyzing the past in order to change the future. My core attributes are analysis, organization, and business communication. I have started and/or managed 6 companies, including marketing research, investment banking, software development, a pension fund, personal care, and a business consulting firm. I have an inquisitive...
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...Shearson American Express. At that firm I worked as a licensed stock, commodity, and insurance broker, earning the position of 2nd Vice President of Investments. By 1987, I had founded AISCO Holdings, Ltd., where I served as its Chief Executive Officer (CEO) and its Chairman of the Board. During my tenure, I held, among others, SEC Series Licenses 3, 4, 7, 15, 24, 27, 53, and 63. As the firm's primary SEC Licensed Principal, I...
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...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 24, and Series 9 and 10. In addition, I also have my New Jersey Life and Health Insurance licenses. I am here to help you develop a plan for success. I...
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...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. The way I...
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...a graduate of the University of Colorado - Boulder. I received my Bachelor of Science in Marketing and International Business with a minor in Economics. I have experience teaching English as a Second Language online to children ages 3-15 in China. I work professionally in the Financial Services industry and have experience in professional speaking, presentation skills and Train the Trainer classes. I enjoy making a connection with my students (regardless of subject matter or...
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...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, and a variety of other qualifications. In 2019, as I began tutoring and realized that it had been decades since I originally passed my securities licensing exams, I took the Securities Industry Essentials Exam (SIE), and retook the Uniform Investment Adviser Law Exam (Series...
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Can also tutor:CFP, SIE, Series 6 and 171 more subjects.
...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. I am also a firm proponent of education, believing it to be absolutely necessary for an improved quality of life, and I try to...
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...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 went on to earn my Certified Financial Planner (CFP) designation....
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...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 grasp and retain. Support and Accountability: Benefit from continuous support and motivation, with regular check-ins to track your progress and address any concerns....
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...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 patient, adaptive, and goal-oriented, ensuring that each student receives personalized support that aligns with their learning style and needs. Outside of my day job and my commitment to helping others learn, I enjoy spending my time with my family and two dogs. We...
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...I help students succeed and realize their own potential with improved confidence, grades and test scores. Because I have over 20 years of "real life" professional experience and have traveled extensively, I am able to provide you real life examples to help understand the value of learning the topics I tutor you with. I specialize in tutoring a broad range of subjects with a focus on math, science, history, government, geography, accounting, finance and related...
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...my Bachelor of Science, Business Administration in Organizational Leadership, as an adult student while actively working and advancing my career in Financial and Investment Services. Having held several senior management, training, and business coaching positions has allowed me to develop a unique perspective and flexible tutoring style. While I tutor a range of subjects on business and financial topics, I am most passionate about FINRA and Insurance regulatory examinations. I am a firm proponent of...
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I am a person with an easy-going personality style with complete empathy for your situation. I am 100% committed I graduated from the University of South Florida in 1986 and got my Real Estate License from the State of Florida that same year. In addition, I achieved the status as a Licensed Real Estate Broker in 1992 and have owned and managed various brokerages throughout my career as the Broker of Record.
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Receive personally tailored Series 24 lessons from exceptional tutors in a one-on-one setting. We help you connect with the best tutor for your particular needs while offering flexible scheduling to fit your busy life.
Winnipeg Series 24 Tutoring FAQ
Series 24 is a license and exam, which is also called the General Securities Principal Exam. It was given this name because individuals who pass the exam are able to go on and act as supervisors and branch managers at a broker-dealer. In order to take the Series 24 Exam, a financial professional must first hold a pre-requisite license. This can be achieved by completing another Series exam, such as the Series 7, 17, 37, 38, 57, 62, 79, or 82. If you already have one of these licenses and are ready to take the Series 24 Exam, you should begin the preparation process by familiarizing yourself with the format and content of the test.
First, it's important to know that the test has 150 multiple-choice questions, which a test-taker must complete within a three-hour and forty-five-minute time limit. At least 70% of these questions must be answered correctly to pass the exam and receive a Series 24 license. The content of the exam is meant to grade a financial professional's ability to successfully carry out the job functions of a securities principal. Therefore, the topics on the exam you should expect to see questions on include things like corporate securities, real investment trusts, trading customer accounts, and regulatory guidelines.
Given the importance of passing the Series 24 Exam, individuals getting ready to take it often seek professional help with their preparation process. One of the best ways to get this help is by working with a private Series 24 tutor. Varsity Tutors can help you get started with this by connecting you to an expert on the Series 24 Exam who is able to work with you. You and your tutor will meet online, via a live learning platform with many attached academic tools. Varsity Tutors can connect you with a tutor who is able to meet with you around your existing obligations. This flexibility ensures that you won't have to sacrifice time at work when meeting with your Series 24 tutor.
Series 24 tutoring is a unique test preparation option because of its customization. This is possible because you and your tutor will meet in a one-on-one capacity. In this setting, your tutor can tailor each lesson to fit your specific needs. You can work through the topics covered on the exam at the pace that best suits you and stop to ask your tutor for guidance whenever you want. In all, private tutoring is a great way to work towards reaching your full potential on test day. If that appeals to you, contact Varsity Tutors today to get started with the process of finding a Series 24 tutor to work with.
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