Edward: Series 26 course instructor
A 25 plus year veteran of the Financial Services industry. I have been involved with advising and counselling 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 am a former youth and high school basketball coach, youth and high school football coach.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 26
- SIE
- Series 63
- Series 79
- +24 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 7
- Series 51
- Series 79
- +20 subjects
Brian: Series 26 course instructor
...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 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...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 26
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 10
- +22 subjects
Mary: Series 26 course instructor
...options and futures. My training began in the trading pit, side by side senior traders for whom I would be responsible for tracking delta positions, hedging trades, communicating with the partners, and learning options theory to prepare for a three-week intensive in house options course in Chicago with a peer group. We were close-knit, collaborative and hand-picked for what would be a rigorous and unique learning experience to set a foundation for our respective quantitative...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 26
- Series 15 - Foreign Currency Options Exam
- Series 72
- Series 6
- +109 subjects
Hal: Series 26 course instructor
...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 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...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 26
- Real Estate License - New York
- CPA
- Series 66
- +171 subjects
Victoria: Series 26 course instructor
...Certified Financial Planner. I also have several 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...
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 51
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 53
- +35 subjects
Karen: Series 26 course instructor
...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 you and relate it to something that makes...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 26
- Series 63
- Real Estate License
- Series 7
- +22 subjects
Isaiah: Series 26 course instructor
...Bachelor's Degree in Mathematics. Currently, I am in my last semester of finishing up my Master's Degree in Mathematics. For four years I taught math in Montgomery Public School system (Montgomery, AL). The subjects ranged from pre-algebra to calculus. I taught grades 6th, 9th, 10th, 11th, & 12th. During my last year of teaching high school, I began studying for FINRA Series 6 exam. I passed the series 6 exam in May of 2018. Two...
Education & Certification
- Alabama State University - Bachelor of Science, Mathematics
- Alabama State University - Master of Science, Mathematics
Subject Expertise
- Series 26
- Series 6
- SIE
- Series 63
- +29 subjects