Peter: Milford Series 53 test prep instructor
...CFP(Certified Financial Planner) and a ChFC(Charter Financial Consultant) designations. Since 2014 I have been an adjunct professor at Berkeley College in New York City teaching both onsite and online. I primarily teach the CFP courses but I have also taught undergraduate accounting and finance courses. I like helping students as the memory of struggling through...
Education & Certification
- Hofstra University - Bachelor in Business Administration, Finance
- Long Island University-C W Post Campus - Masters in Business Administration, Finance
Subject Expertise
- Series 53
- Series 82
- Series 22
- Series 4
- +18 subjects
John: Milford Series 53 test prep instructor
...understanding of the subject matter. As a tutor, my goal is to empower my students to excel academically and professionally. Whether it's demystifying financial principles, preparing for professional certifications, or guiding aspiring professionals towards their career goals, I am committed to providing personalized guidance and support every step of the way. Through a dynamic and...
Education & Certification
- Cornell University - Master of Science, Finance
- CFA Institute - Associate in Science, Finance
Subject Expertise
- Series 53
- IFMA - International Facility Management Association
- Series 26
- Series 16
- +620 subjects
Aaron: Milford Series 53 test prep instructor
...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 the Retirement Income Certified Professional...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 53
- CFP
- Series 4
- Series 7
- +7 subjects
Victoria: Milford Series 53 test prep 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...
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
- CFP
- Series 24
- Series 65
- +35 subjects
James: Milford Series 53 test prep instructor
...$21 million in annual revenues, with over $700 million 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...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 53
- Series 24
- Series 3
- Series 7 - General Securities Representative Exam (Stockbroker)
- +24 subjects
Jim: Milford Series 53 test prep instructor
...areas. I 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),...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Subject Expertise
- Series 53
- Series 4
- Series 65
- Series 27
- +16 subjects