Warrick: Ottawa Series 63 test prep instructor
...to learn in a way that suits their learning style, whether visual or auditory. I make an earnest attempt to allow the student to learn in a fashion that is most effective in promoting retention and understanding. I will show much patience and empathy. I will never forget the days when I was a student...
Education & Certification
- The University of Florida - Bachelor in Business Administration, Finance
Subject Expertise
- Series 63
- Series 7
- SIE
- Series 82
- +26 subjects
Vincent : Ottawa Series 63 test prep instructor
...taken and passed the Securities Industry Essentials (SIE), the General Securities Representative (Series 7), the Uniform Securities Agent State Law (Series 63), and the Uniform Investment Advisor Law (Series 65) examinations. Due to my experience in financial services, I will be able to incorporate real-world examples into my sessions in order to help students grasp...
Education & Certification
- University of Central Florida - Bachelor of Science, Business and Managerial Economics
- Georgian Court University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- Series 7
- +14 subjects
James: Ottawa Series 63 test prep 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
- Series 10
- Series 9
- +25 subjects
James: Ottawa Series 63 test prep instructor
...I 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...
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
- SIE
- Series 6
- Substitute
- +34 subjects
Bryan: Ottawa Series 63 test prep instructor
...of Science in Finance. I have worked in Financial Services for nearly 10 years, and have specialized in Adult Learning and Development within the industry since 2018. While I tutor a variety of subjects, I especially enjoy helping students with the material covered in FINRA Licensing Exams (SIE, Series 7, Series 63/66). In my experience...
Education & Certification
- University of Utah - Bachelor in Arts, Finance
Subject Expertise
- Series 63
- Series 66
- SIE
- Series 7
- +5 subjects
Scot: Ottawa Series 63 test prep instructor
...Marketing in 2010 and became a licensed financial advisor in June of 2011. In February of 2017, I co-founded my financial planning firm, Providers & Families Wealth Management, with my wife, Lindsey; and in December of that year, I became a CERTIFIED FINANCIAL PLANNER. The most influential teachers in my life provided an engaging and...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 63
- Series 82
- CFP
- Series 65
- +12 subjects
Hal: Ottawa Series 63 test prep instructor
...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 the whole of society. No one method applies to all. It...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 63
- Series 52
- Series 57
- Series 3
- +171 subjects
Joseph: Ottawa Series 63 test prep instructor
...objectives. I am very compassionate and patient with my students, especially those studying for FINRA and State Insurance Licensing exams. I have created unique study plans and practice exam questions that have assisted my students to pass their exams without any doubt about their capabilities. I'm happy to help you succeed in all FINRA and...
Education & Certification
- Yeshiva University - Bachelor of Science, Economics
- Western Governors University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 65
- Series 24
- Series 10
- +48 subjects
Heath: Ottawa Series 63 test prep instructor
...grow their knowledge about personal finance and literature. I have worked with many students from my time at the Texas A&M Writing team, to coaching associates at my day job through Series 7, 63 and SIE exams. I have obtained a Bachelor of Science Degree from Texas A&M University, majoring in Economics. After graduation I...
Education & Certification
- Texas A & M University-College Station - Bachelor of Science, Economics
Subject Expertise
- Series 63
- Series 10
- SIE
- CFP
- +24 subjects
Peter: Ottawa Series 63 test prep instructor
...entering a world where it is a "win win," meaning you help others with their finances and make money doing so. These licenses are so valuable, that you have the potential to make as much money, if not more money than doctors and lawyers. You do not need a secondary degree, you just need to...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 63
- Series 10
- CSET - California Subject Examinations for Teachers
- Series 4
- +42 subjects
John: Ottawa Series 63 test prep instructor
...for the past 4 years. My most relevant experience is as an equity trader, where I was responsible for executing various equity and equity derivative products on behalf of hedge funds. Part of my background includes analyzing market trends, managing portfolio risk, and developing optimal trading strategies from both a fundamental and technical perspective. In...
Education & Certification
- Marist College - Bachelor of Science, Business Administration and Management
- Marist College - Bachelor in Arts, Economics
Subject Expertise
- Series 63
- CFA
- Series 7
- Series 57
- +20 subjects
Roman: Ottawa Series 63 test prep instructor
...my hometown of Richmond, Virginia, I moved and began my career in finance in Charlotte, NC. During my time in the industry, I've taken many exams, including, the CFP, Series 7, Series 66 Series 63, SIE, Life Ins, Health Ins, and LTC Ins - And I've passed all of them on the first attempt. I've...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- Series 63
- Series 7
- American Council on Exercise (ACE)
- Insurance License
- +60 subjects
Jacquelyn: Ottawa Series 63 test prep instructor
...As a Mom and a Business Leader in the community, mentoring, and coaching, I have assisted many others in accomplishing their educational goals. 1. Parenting my children at home on how to do well in class and on tests. 2. Advising employees on how to study to obtain professional licenses to achieve passing scores. It...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- Series 63
- Series 79
- SIE
- Series 7
- +18 subjects
Gregory: Ottawa Series 63 test prep instructor
...Chicago (Masters Degree.) I have 20 years experience using complex concepts in finance (stats, linear algebra, calculus) at JPMorgan and UBS. I teach stats, finance and programing in a user friendly way. I don't repeat the dry methods of text books. MATLAB is my main scripting language; I also use R and SPSS. I enjoy...
Education & Certification
- Wesleyan University - Bachelor in Arts, Economics
- University of Chicago - Master of Science, Financial Mathematics
Subject Expertise
- Series 63
- Series 3
- Exam FM - Financial Mathematics
- Series 7
- +48 subjects
Casey: Ottawa Series 63 test prep instructor
...Administration and a concentration in Management. Since graduation, I have worked as an accountant and registered financial broker. I have developed a passion for training others and helping them gain the knowledge they need to grow within their careers. While I have most of my experience in the business world, I believe that a strong...
Education & Certification
- Florida Atlantic University - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 24
- Series 10
- Series 6
- +25 subjects
Matthew: Ottawa Series 63 test prep instructor
...and a passion for helping others understand complex financial topics. I hold multiple investment licenses, including the SIE and Series 6, 7, 63, and 66 and have trained new financial professionals both in the U.S. Air Force and during my time at JP Morgan. I specialize in tutoring professional certification exam topics, corporate finance, accounting,...
Education & Certification
- Texas A&M University - College Station - Bachelor's, Finance
Subject Expertise
- Series 63
- Series 6
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- +53 subjects
David: Ottawa Series 63 test prep instructor
Independent Financial Advisor and Political Junkie. If you need to pass your series exams or need to learn about our political system here in The United States I'm your guy!
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- Series 63
- Series 65
- Series 7
- Series 66
- +8 subjects
Edward: Ottawa Series 63 test prep instructor
...involved with advising and counseling both clients and advisors, and am passionate about helping others learn how financial markets work. I have passed the Series 6, 7, 24, 26, and 66 exams, and held the Massachusetts Life and Health insurance licenses. I coached basketball and football both at the youth and high school levels. I...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- Series 27
- +27 subjects
Jim: Ottawa Series 63 test prep instructor
...industry, I bring a deep passion for education and mentorship to every student I work with. I hold a Bachelor's degree from the University of WisconsinStout and a Finance degree from Madison Area Technical College, and I have spent much of my career leading teams and supporting individuals preparing for a wide range of FINRA...
Education & Certification
- University of Wisconsin – Stout - Bachelor's, Hotel & Restaurant Management
- Madison Area Technical College - Associate in Science, Finance
Subject Expertise
- Series 63
- Series 3
- Series 53
- SIE
- +11 subjects
Eric: Ottawa Series 63 test prep instructor
My passion is helping to educate my clients in the areas they need assistance with. As a financial advisor and investment advisor representative, this is what I do on a daily basis, and I look forward to helping you accomplish your goals.
Education & Certification
- Appalachian State University - Bachelor of Science, Psychology
- University of Hartford - Master of Science, Industrial and Organizational Psychology
Subject Expertise
- Series 63
- Series 52
- Series 7
- Series 10
- +16 subjects