Michael: Leeds Series 4 test prep instructor
...fit, confidentiality rules. Equally as important is the able to see what is coming and to be flexible in your career choice, I have had to switch my focus, client base, trading style, learn new techniques and strategies due to technological advancements, change on Wall Street is a constant as they are always on the...
Education & Certification
- Long Island University-C W Post Campus - Bachelor of Science, Finance
- CUNY Bernard M Baruch College - Master of Science, Finance
Subject Expertise
- Series 4
- Series 3
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +14 subjects
Aaron: Leeds Series 4 test prep instructor
...a Master's degree in Personal Financial Planning. Recently, I've earned the Behavioral Financial Advisor (BFA) designation and the Retirement Income Certified Professional (RICP) designation. I've worked in several industry roles from client service, back office roles, compliance, management, personal advising and planning and retirement consulting. When I'm not focusing on my craft I enjoy spending...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 4
- Series 66
- Series 65
- Series 24
- +7 subjects
Peter: Leeds Series 4 test prep instructor
...You may be doing for the fun of it, looking to get a better understanding of investments, and exploring it as a career. You possibly are in college and wanting an internship at an investment firm. You are hired in the business and need to pass the SIE and the other FINRA exams thereafter. Please...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 4
- Series 7
- Series 57
- CPA
- +42 subjects
Daniel: Leeds Series 4 test prep instructor
I am a CPA with a background in teaching and tutoring. I can work with you on most finance, business, and accounting subjects. I help simplify the material and highlight the core lessons. I've been told it's very effective and helpful!
Education & Certification
- Malone University - Bachelor in Arts, Organizational Leadership
- Baldwin-Wallace College - Masters in Business Administration, Accounting
Subject Expertise
- Series 4
- Series 7 - General Securities Representative Exam (Stockbroker)
- CLU - Chartered Life Underwriter
- CMA - Certified Management Accountant
- +25 subjects
Barrett: Leeds Series 4 test prep instructor
...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...
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 4
- Series 79
- SIE
- Series 63
- +26 subjects
Eduardo: Leeds Series 4 test prep instructor
...English and Spanish to connect with students from diverse backgrounds. My teaching philosophy centers on fostering a supportive and engaging learning environment, where I encourage critical thinking and curiosity. I am passionate about helping students achieve their academic goals and develop a love for learning, drawing on my interests in history, geography, and politics to...
Education & Certification
- University of Central Florida - Bachelor in Arts, Political Science and Government
Subject Expertise
- Series 4
- FINRA - Financial Industry Regulatory Authority
- SIE
- Series 63
- +94 subjects
Daniel: Leeds Series 4 test prep instructor
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 .
Education & Certification
- Saint Peters College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 4
- Series 24
- Series 9
- Series 10
- +4 subjects
James: Leeds Series 4 test prep instructor
...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 grew this financial services conglomerate to $21 million in annual revenues, with over $700 million in customer assets under management, and employed approximately 300 licensed personnel. I coordinated...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 4
- Series 24
- Series 66
- Series 63
- +24 subjects
Jim: Leeds Series 4 test prep instructor
...the material and using everyday tasks as examples. Exams I have taken (and passed on the first try): Series 7 (General Securities), Series 24 (General Securities Principal), Series 4 (Registered Options Principal), Series 27 (Financial and Operations Principal), Series 53 (Municipal Securities Principal), Series 66 (Investment Advisor Representative) and PA Life and Health Insurance agent...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Subject Expertise
- Series 4
- Series 24
- Series 53
- Series 6
- +16 subjects
Sakshi: Leeds Series 4 test prep instructor
...Commerce. With over 2 years of tutoring experience, I am dedicated to making complex concepts in Math, English, and Business accessible and engaging for my students. My teaching philosophy centers around fostering a collaborative and interactive learning environment, where I break down challenging topics using real-world examples and case-based learning. I believe in the power...
Education & Certification
- Queen's University - Masters in Business Administration, Business, General
Subject Expertise
- Series 4
- SOA - Society of Actuaries
- RMSK - Registered in Musculoskeletal Sonography Certification
- SSH - Society for Simulation in Healthcare
- +498 subjects