Education & Certification
- Milwaukee School of Engineering - Bachelor of Engineering, Electrical Engineering
- Roosevelt University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Exam IFM - Investment and Financial Markets
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- +84 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 63
- Series 66
- Series 10
- Series 65
- +16 subjects

Hajra: Waukegan Series 63 course instructor
...FINRA exams. I understand the pressure of learning the materials and then passing the exams in the allotted time frames given. I am passionate about helping people pass the professional exams and achieving their goals. I aim to be a resource to people, and letting them set the pace. I enjoy traveling when I can,...
Education & Certification
- American International College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 63
- Series 82
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +9 subjects

Andrew: Waukegan Series 63 course instructor
...have worked for the Federal Reserve Board of Governors, investment banks, and a private equity firm; so, I have experience in the applied application of academic theory. I am adept at teaching economics and finance, as well as topics in math, statistics, business administration, and standardized testing including several of the Series Exams. My teaching philosophy...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 63
- Series 55
- CPA
- Series 7
- +70 subjects

Daniel: Waukegan Series 63 course instructor
...Certified Project Management Professional certification, and a Certified Investor Relations Professional certification. I am also a Qualified Family Office Practitioner and have completed training in Economics for Foreign Policy and Machine Learning for Artificial Intelligence. I am confident that my skills and experience make me a valuable asset to any student seeking to enter the...
Education & Certification
- Nottingham Trent University - Bachelor of Science, International Relations
Subject Expertise
- Series 63
- Series 82
- SIE
- FINRA - Financial Industry Regulatory Authority
- +1 subjects

Jorge: Waukegan Series 63 course instructor
...for a certification exam can be a daunting and stressful experience. I strive to help my students isolate their strengths and weaknesses, then help them construct a plan to approach the material in a disciplined and structured manner. By doing so, they gain confidence and focus on maximizing their efforts to achieve success.
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- Series 63
- Series 31
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- +38 subjects

James: Waukegan Series 63 course instructor
As an adjunct professor of finance, I enjoy helping individuals find their way within the finance and business worlds. As a swimming coach, I enjoy helping individuals reach their goals. I am patient and kind and have been in your shoes. I am a strong tutor with the Series 65, 66, and 7.
Education & Certification
- Wittenberg University - Bachelor in Arts, Biology, General
- Baldwin-Wallace College - Masters in Business Administration, Business, General
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 3
- Series 57
- +25 subjects

Hal: Waukegan Series 63 course instructor
...that the individual is the foundation of society and that personal growth and betterment are natural to each individual whether it be economic, intellectual, or spiritual. Learning is unique to each person and each person, who has the interest, will benefit from the best possible learning situation that can be provided and consequently contribute to...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 63
- CIMA
- CFA
- Series 26
- +171 subjects

Sarah: Waukegan Series 63 course instructor
...on materials. My extensive resource library includes both my own unique materials and traditional ones (Kaplan, PassPerfect, and Achievable), ensuring a comprehensive learning experience. As a financial advisor and recent MBA graduate, I've been trained to cater to a wide range of learning styles, personality types, and unique challenges such as learning disabilities, test anxiety,...
Education & Certification
- University of upper Iowa - Bachelor in Business Administration, Business Administration and Management
- University of Wisconsin-Madison - Masters in Business Administration, Accounting and Business Management
Subject Expertise
- Series 63
- Series 66
- Series 6
- Series 65
- +36 subjects

Myles: Waukegan Series 63 course instructor
...am a Chartered Retirement Planning Counselor and Certified Financial Planner. Because of the study habits I was taught, I was able to pass all exams on my first attempt and in a relatively short time frame. I hope to pass on to more students the study habits that I was blessed to be taught from...
Education & Certification
- Lamar University - Bachelor in Arts, Communication, General
Subject Expertise
- Series 63
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- +4 subjects

James: Waukegan Series 63 course instructor
...was a college baseball player at the University of Mount Union where I majored in Sport Business and Business management. Since then I have completed my MBA with Walden University in 2018 and will be completing my Masters of Science in Leadership and Management with Purdue Global in 2022. I have a passion for coaching...
Education & Certification
- University of Mount Union - Bachelor in Arts, Business Administration and Management
- Walden University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 6
- SIE
- Productivity
- +34 subjects

James: Waukegan Series 63 course instructor
...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 business development, strategic planning, and tactical operations. After retiring from the Financial Services Industry, I have both consulted...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 63
- Series 7
- Series 5 - Interest Rate Options Exams
- Insurance License
- +24 subjects

Ben: Waukegan Series 63 course instructor
...aides to clearly demonstrate principles being taught. No one knows it all and we all need help. If you're looking for an edge in any of the areas of my expertise, invest in your future and let me help you get there faster and stronger. ------------------- My life mission has been analyzing the past in...
Education & Certification
- The University of Alabama - Bachelor of Science, Finance
- University of North Carolina at Wilmington - Master in Management, Business Administration and Management
Subject Expertise
- Series 63
- Series 24
- Series 7
- English
- +43 subjects

Mary: Waukegan Series 63 course instructor
...US Equities and Swiss Treasury) that I diligently represented resulting in increasing customer business and attractive risk adjusted return on capital (RAROC). My career trajectory continued to expand beyond US domestic equity markets into global markets - Asia, Latin America, Europe as well as into other asset classes FX, Commodities, Fixed Income dictated by customer...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 63
- Series 11
- Series 3
- SIE
- +109 subjects

Joshua: Waukegan Series 63 course instructor
...students to have fun while learning, and know why they are learning certain topics. I can use my 15 years of industry experience to share how learning topics would be applied during real life situations. I want my student to not only pass their exam, but also have confidence in their future careers.
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- Series 63
- Series 7
- Series 66
- CFP
- +8 subjects

Valentina: Waukegan Series 63 course instructor
...for Series 7. I have also been FINRA licensed in Series 63 and Series 65. The exams are very challenging, but there is nothing there that you will not be able to comprehend and nail from the first attempt. Therefore, I am standing by to help you with these challenging exams. Additionally, I have been...
Education & Certification
- Colorado Mesa University - Bachelor of Science, Computer and Information Sciences, General
Subject Expertise
- Series 63
- Series 66
- Series 65
- Series 7
- +4 subjects

Roman: Waukegan Series 63 course instructor
...Series 63, SIE, Life Ins, Health Ins, and LTC Ins - And I've passed all of them on the first attempt. I've actually passed the Series 7 twice! I'm passionate about personal finance and love helping others understand the concepts needed to pass these exams. Finance is a great field to work in, so I...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- Series 63
- Series 66
- Series 7
- Series 65
- +60 subjects

Michael: Waukegan Series 63 course instructor
...Certified Flight Instructor at a local airport where I teach ground school and flight to student pilots. I really like teaching in general, and enjoy when I can learn something and then pass it on to others. That is what brought me to earn my PhD and my flight instructor certificate, allowing me to teach...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 63
- Series 10
- Series 3
- Series 7 - General Securities Representative Exam (Stockbroker)
- +16 subjects
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 9
- Series 79
- CPA
- +24 subjects

Ben: Waukegan Series 63 course instructor
...the local Boys and Girls club to assist the kiddos with their homework assignments. Upon graduation, I began a career as a financial professional, where I advised families, individuals, and businesses by taking complex (and often confusing) financial subject matter and breaking them down into simple steps. I've always been passionate about learning, and I...
Education & Certification
- Lee University - Bachelor of Science, Health Services Administration
Subject Expertise
- Series 63
- Series 6
- SIE
- Middle School Reading Comprehension
- +45 subjects