Victoria: Charter Township of Clinton Series 53 course instructor
...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 impart this appreciation to all of my...
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 65
- Series 26
- Series 66
- +35 subjects
Aaron: Charter Township of Clinton Series 53 course instructor
...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....
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 53
- Series 4
- Series 66
- CFP
- +7 subjects
James: Charter Township of Clinton Series 53 course instructor
...in customer assets under management, and employed approximately 300 licensed personnel. I coordinated and managed all functions of the holding 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...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 53
- Series 66
- Insurance License
- Series 27
- +24 subjects
Jim: Charter Township of Clinton Series 53 course instructor
...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 66 (Investment Advisor Representative) and PA Life and...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Subject Expertise
- Series 53
- SIE
- Series 7
- Insurance License
- +16 subjects