Ben: Series 26 course instructor
Experienced portfolio manager, strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA, FRM
Education & Certification
- University of Amsterdam - Bachelor of Economics, Economics
- University of Southern California - Masters in Business Administration, Economics
Subject Expertise
- Series 26
- WMCP - Wealth Management Certified Professional
- Series 3
- Series 28
- +38 subjects
Edward: Series 26 course instructor
...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 2 bands.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 26
- Series 79
- Series 9
- Series 65
- +27 subjects
Victoria: Series 26 course instructor
...industry licenses; series 7, 66, 51, 24, and 2-15. I am passionate about personal financial literacy and have previously taught financial literacy classes 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....
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 26
- Series 52
- Series 63
- Exam IFM - Investment and Financial Markets
- +35 subjects
Barrett: Series 26 course instructor
...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 26
- Series 24
- SIE
- Series 7
- +21 subjects
Karen: Series 26 course instructor
...if Karen Stevens. I graduated with a master's degree from Ashwood University in business administration. In 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 break it down for...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 26
- Series 6
- Series 63
- Series 87
- +24 subjects
Peter: Series 26 course instructor
...training manuals that became the big business we see today. My peers, other broker-dealers, had enough confidence in me to elect me to two different FINRA offices. One was regional office and the other a national position. I sat in on the meetings when FINRA changed the Series 7 test from a single 6 hour exam to the present two exams being the SIE and the Series 7 top off. I passed the Series 3...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 26
- SIE
- Series 53
- Series 7 - General Securities Representative Exam (Stockbroker)
- +42 subjects
Isaiah: Series 26 course instructor
...Series 26. In February of 2019 I passed the Series 65. All together it took me about 6 months to study and pass all exams. Now, I actively tutor in all exams. I provide reading material, notes, and test questions for each student during each session. My mission is to help students achieve a level of confidence based on knowledge, test taking skills, and deductive reasoning. As of now on average I have at least...
Education & Certification
- Alabama State University - Bachelor of Science, Mathematics
- Alabama State University - Master of Science, Mathematics
Subject Expertise
- Series 26
- SIE
- Insurance License
- Series 6
- +29 subjects
Brian: Series 26 course instructor
...5 US Banks and one top 5 US Defense contractor before moving back into independent consulting in 2016. I have traveled, worked, and lived across the US, Europe, Central and South America, and some of the Middle East (while in the military). Either professionally or as a personal interest I have tutored, mentored, and coached young and experienced adults in select academic topics, select professional exam pre test materials, soft skills, technical skill building, performance...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 26
- Series 10
- Series 65
- FINRA - Financial Industry Regulatory Authority
- +22 subjects
Hal: Series 26 course instructor
...financial planner, wire-house broker (stockbroker), trust advisor, and wealth advisor. I worked the broker-dealer channel, the bank channel, and the independent channel. I developed and took an introducing brokerage firm through the entire FINRA (then NASD) creation and registration process. I attended what was then a week-long Brokers Option Course at the Chicago Board of Options and followed that as the designated options trader for a firm. I have over twenty years of teaching experience...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 26
- Series 86
- Series 22
- Series 51
- +171 subjects