Victoria: Montreal Series 53 course instructor
...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...
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 53
- Series 51
- CFP
- Series 24
- +35 subjects
Jim: Montreal Series 53 course instructor
...questions, taking risks, and discovering their strengths. I tailor my approach to each learner's unique style, building genuine connections that help them master complex financial concepts and achieve meaningful progress. I am continually inspired by the opportunity to make finance accessible and relatable for all learners. Outside of tutoring, I am a certified drone pilot...
Education & Certification
- University of Wisconsin – Stout - Bachelor's, Hotel & Restaurant Management
- Madison Area Technical College - Associate in Science, Finance
Subject Expertise
- Series 53
- Series 7
- Series 52
- Series 24
- +11 subjects
Aaron: Montreal Series 53 course instructor
...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. A short time later, I enrolled at Kansas State University and earned a Master's degree in Personal Financial Planning. Recently, I've earned the Behavioral Financial Advisor (BFA) designation and...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 53
- Series 7
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +7 subjects
James: Montreal Series 53 course instructor
...company and its subsidiaries, which included a national brokerage firm, a commodity firm, an insurance firm, a market-making brokerage firm, and a facilities company. My responsibilities included all aspects of corporate and financial management, new business development, strategic planning, and tactical operations. After retiring from the Financial Services Industry, I have both consulted as well...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 53
- Series 5 - Interest Rate Options Exams
- Series 27
- Insurance License
- +24 subjects
Jim: Montreal Series 53 course instructor
...will do my best to help the student by simplifying 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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Subject Expertise
- Series 53
- SIE
- Series 66
- Series 27
- +16 subjects