Blake: Durham Series 65 course instructor
...enjoy mentoring and teaching others because that is what has helped me in my life and career the most: someone coming alongside me and helping me with things I didn't even know I didn't know. I strive to teach and help in a relevant, understandable, and helpful way. I attended Oakland University on a full-tuition...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- SIE
- CFP
- Managerial Accounting
- +71 subjects
Hal: Durham Series 65 course instructor
...believe 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...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 65
- Series 87
- Real Estate License - New York
- Series 26
- +171 subjects
Ben: Durham Series 65 course instructor
...portfolio manager, strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA, FRM
Education & Certification
- University of Amsterdam - Bachelor of Economics, Economics
- University of Southern California - Masters in Business Administration, Economics
Subject Expertise
- Series 65
- Series 79
- Series 24
- Series 63
- +39 subjects
David: Durham Series 65 course 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 65
- Series 66
- SIE
- Series 63
- +9 subjects
Dana: Durham Series 65 course instructor
Dana Johnson is a Business Instructor, Bitcoin enthusiast, Motivator, and a Financial Consultant who started his career in the music business after graduating from the American College of Switzerland. He also worked as a Financial Advisor for JP Morgan Chase, Merrill Lynch, and Santander Bank before starting his own firm Johnson Capital Global Advisory.
Education & Certification
- American College of Switzerland - Bachelor in Arts, Economics
- New York University - Master of Arts, Music Management and Merchandising
Subject Expertise
- Series 65
- Series 31
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- +27 subjects
Chunhua: Durham Series 65 course instructor
...know what it takes to study and pass exams. I have rich securities, real estate and tax planning industry experience. I have Ph.D. degree in Management Science and 2 masters degrees as MBA and Master of Science. I also have Loan Officer License, Enrolled Agent license, Life/Health Insurance. I know how to learn effectively and...
Education & Certification
- Wuhan University - Bachelor of Science, Computer and Information Sciences, General
- Wuhan University - Doctor of Philosophy, Management Information Systems
Subject Expertise
- Series 65
- SEE - Special Enrollment Exam
- NMLS - Nationwide Mortgage Licensing System
- Series 63
- +7 subjects
Roman: Durham Series 65 course instructor
...graduating with a B.S. in Mechanical Engineering from Virginia Commonwealth University, in 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...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- Series 65
- Insurance License
- Series 7
- CFP
- +60 subjects
Kyle: Durham Series 65 course instructor
...have a passion for financial and capital markets and love to teach and educate others. I have worked my entire professional career in financial services utilizing series exam information on a daily basis. I have a Masters of Finance from the University of Notre Dame and work as a investment analyst at a private investment...
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- University of Notre Dame - Current Grad Student, Finance
Subject Expertise
- Series 65
- Insurance License
- Series 63
- FINRA - Financial Industry Regulatory Authority
- +11 subjects
Warrick: Durham Series 65 course instructor
...interacting with students I take an approach that focuses on allowing them 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...
Education & Certification
- The University of Florida - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- Series 6
- Insurance License
- Series 66
- +25 subjects
Evan: Durham Series 65 course instructor
...future student - I look forward to assisting you with your coursework - whether that be high school work, undergraduate/graduate level Finance, Economics, Math, or Accounting work, or CFA exam prep I graduated Summa Cum Laude (top 5% of my class) from Northwestern University with a degree in economics. I subsequently passed all 3 levels...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- Series 7
- CFA
- FINRA - Financial Industry Regulatory Authority
- +27 subjects
Raymond: Durham Series 65 course instructor
I am committed to developing the talent I possess and sharing my life with others. I always enjoyed teaching but more importantly human development. As Socrates said so long ago, the unexamined life is not worth living. Sometimes, the gravity of questions outweigh all in life.
Education & Certification
- Fordham University - Bachelor of Science, Classics
Subject Expertise
- Series 65
- Series 6
- Series 66
- Series 86
- +7 subjects
Jarrett: Durham Series 65 course instructor
...am a graduate of the University of Phoenix. In 2012 I received my Master's in Business Administration and my life hasn't been the same since. After graduation I began a career in finance and banking. Along the way I have been a financial advisor, licensed stock broker, and a district executive for a regional bank....
Education & Certification
- University of Phoenix-Philadelphia Campus - Bachelor of Science, Management Science
- University of Phoenix-Philadelphia Campus - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 63
- Series 7
- Series 6
- +20 subjects
Glenn: Durham Series 65 course instructor
...am a graduate of Georgia State University with a degree in Finance. With career-long fascination of the securities markets, I was co-founder of an equity research firm and later formed my own business, Glenn Turner Investments. When you engross yourself in the things of Wall Street, you quickly learn how smart and creative people are!...
Education & Certification
- Georgia State University - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- NMLS - Nationwide Mortgage Licensing System
- Insurance License
- Professional Certifications
- +6 subjects
Isaac: Durham Series 65 course instructor
...am an experienced Wealth Advisor. I have been formally tutoring students for 2 years now. I have tutored students at various colleges including the University of Idaho, Devry University, Southern University of New Hampshire, and more. I've also tutored high school students in personal finance courses. For the last 10 years I have been educating...
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- Series 65
- CFP
- Insurance License
- Series 7
- +9 subjects
Zachary: Durham Series 65 course instructor
...am dually registered as an investment advisor representative and an agent of a broker dealer. I work for a large firm in the industry and give investment advice to our high networth clients 1mm+ in assets. I passed the SIE and Series 65 will I was still in college and was put through a TD...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- SIE
- Series 66
- Series 28
- +12 subjects
Vincent : Durham Series 65 course instructor
...am a Financial Advisor, MBA Graduate, and Lifelong Learner. I have successfully 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...
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 65
- SIE
- Series 63
- Series 7
- +14 subjects
Nhan: Durham Series 65 course instructor
...have a Bachelor in Physics from The Ohio State University and a Masters in Finance and Economics from Ohio University. Currently I am in another Master program, this one is for Accountancy, specialized in Auditing. I am expected to finish my second Master in Fall of 2019, and I will start my Doctorate program for...
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- Series 9
- +78 subjects
Prince: Durham Series 65 course instructor
I am a CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant & Charted Retirement Planning Counselor. I love personal finance and hope you will too!
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- Series 65
- CFP
- FINRA - Financial Industry Regulatory Authority
- ChFC - Chartered Financial Consultant
- +1 subjects
Kevin: Durham Series 65 course instructor
...a Mensa member, CPA (Certified Public Accountant), MBA and inventive Patent Holder with the US Patent Office, I know that learning is a great investment. My passion for teaching comes from a life long passion for learning. Im a Masters Degree graduate of Washington University in St. Louis (Olin School of Business: Finance emphasis) and...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 3
- Series 79
- Series 7
- +41 subjects
Edward: Durham Series 65 course instructor
...25 plus year veteran of the Financial Services industry. I have been 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...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 6
- Series 66
- Series 63
- +26 subjects