
Steven: Bournemouth Series 65 test prep instructor
Hi, I am a former Wall Street professional with a long career in equity trading and trading technology. I hold an MBA in Finance from the Yale School of Management and a B.S. in Finance from the University of Montana. I am an avid skier, and teach skiing part time as well. For the past...
Education & Certification
- The University of Montana - Bachelor in Business Administration, Finance
- Yale University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 56 - Proprietary Trader Qualification Exam
- Exam IFM - Investment and Financial Markets
- Series 55
- +70 subjects

Chunhua: Bournemouth Series 65 test prep instructor
...and corporate board. I enjoy challenges and have consistently grown within the industry by enhancing my shills and obtaining additional licenses as well as taking on additional responsibilities. I am a people person who enjoys knowing and working with new people. I have positive and patient personality. I want share my insights to enhance a...
Education & Certification
- Wuhan University - Bachelor of Science, Computer and Information Sciences, General
- Wuhan University - Doctor of Philosophy, Management Information Systems
Subject Expertise
- Series 65
- Series 79
- Series 7
- Series 63
- +7 subjects

Isaac: Bournemouth Series 65 test prep instructor
...my language to help you understand and have had ample experience over the years helping all types of people comprehend numerous financial concepts. I will make sure that after every session your depth of understanding is greater and you're one step closer to passing that exam or completing your assignment. I enjoy working out, golfing,...
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- Series 65
- CFP
- Series 6
- Series 7
- +11 subjects

Scot: Bournemouth Series 65 test prep instructor
...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 entertaining learning experience, and I strongly believe that...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 63
- Series 16
- Series 79
- +12 subjects

William: Bournemouth Series 65 test prep instructor
...behind financial principles. Inspired by my mother's teaching career and my own experiences helping my brother with dyslexia, I strive to create a supportive environment where students feel comfortable asking questions. My goal is to empower them to apply their knowledge in practical ways, ultimately setting them up for success in their financial journeys.
Education & Certification
- Manhattan College - Bachelor of Science, Finance
Subject Expertise
- Series 65
- SIE
- Series 6
- CFP
- +4 subjects

Dalcio: Bournemouth Series 65 test prep instructor
...with years of experience, I specialize in tutoring aspiring financial and insurance professionals preparing for their licensing exams. Known for my patience, engaging approach, and dedication, I am invested in each student's success, helping them build confidence and understanding in complex topics. Together, we'll work towards achieving your licensing goals and setting a strong foundation...
Education & Certification
- Nova Southeastern University - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 65
- FINRA - Financial Industry Regulatory Authority
- SIE
- Series 6
- +1 subjects

Mark: Bournemouth Series 65 test prep instructor
...- # 65 & # 66 The Life, Health and P&C Insurance test The Real Estate Agent and the Real Estate Broker test TEST TAKING SKILLS are a vital part of passing any test I will demonstrate how. PRACTICE QUESTIONS - The more the better. As you are taking the test... I will show you...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 65
- Insurance License
- Series 86
- Series 7
- +73 subjects

Dana: Bournemouth Series 65 test prep 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 63
- +27 subjects

Donald: Bournemouth Series 65 test prep instructor
...school and began my MBA with a concentration in finance shortly after from LSUS. It was at this point that I knew that I wanted to make finance a career. I currently hold the Certified Financial Planner, Chartered Financial Consultant and Retirement Income Certified Professional Designations. I also have great experience preparing others for the...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- CFP
- Insurance License
- ChFC - Chartered Financial Consultant
- +35 subjects

Sebastian: Bournemouth Series 65 test prep instructor
I'm here to help you pass in a fun way. I have over 20 years of Wall Street experience. I have worked as a trader, analyst, investment product specialist, portfolio manager and investment strategist.
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- Series 7
- Series 66
- CPA
- +14 subjects

Claudio: Bournemouth Series 65 test prep instructor
...level 1 candidate with diversified graduate-level education in econometrics, derivatives, corporate finance, economics and financial statement analysis. I am a team player, goal oriented, trustworthy. I am fluent in Spanish and English and I am the former President of the Latino Student Association at BYU- Hawaii. I have been educated in 3 different continents. Registered...
Education & Certification
- Brigham Young University-Hawaii - Bachelor of Science, Business Administration and Management
- Trinity College - Master of Science, Finance
Subject Expertise
- Series 65
- Series 6
- Series 7
- Series 66
- +34 subjects

Danny: Bournemouth Series 65 test prep instructor
...my New Jersey Life and Health Insurance licenses. I am here to help you develop a plan for success. I will set you up to the best of my abilities for test day and make sure you have given 100% to get there. I love to play golf and I love all sports. I'm a...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 24
- Series 7
- Series 10
- +11 subjects

Purvis: Bournemouth Series 65 test prep instructor
As a financial professional with a Master's in Finance from Columbia University, I bring over two years of tutoring experience, specializing in FINRA exams, with a focus on Series 7 and 63. My passion for teaching is deeply rooted in my desire to empower students to achieve their goals and navigate the complexities of the...
Education & Certification
- Columbia University - Master's/Graduate, Finance
Subject Expertise
- Series 65
- Series 7
- Series 66
- Series 6
- +4 subjects

James: Bournemouth Series 65 test prep instructor
...mathematics learning, knowledge, and personal success. Therefore, while I am available to assist in many subject areas, my tutoring focus is on helping any age student excel at Algebra and the fundamentals of mathematics. I like to think of myself as a golfer even though I don't get to play very often. I am an...
Education & Certification
- Cornell University - Bachelor of Science, Operations Research
- Cornell University - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 65
- Business
- Linear Algebra
- Pre-Calculus
- +28 subjects

Stephen: Bournemouth Series 65 test prep instructor
As a finance professional with a Master's degree from Rollins College, I bring over two years of tutoring experience in subjects such as macroeconomics and personal finance. My diverse background in banking, real estate, and investments fuels my passion for teaching essential financial concepts that are often overlooked in traditional education. I believe in a...
Education & Certification
- Rollins College - Master's/Graduate, Business Adm/Finance
Subject Expertise
- Series 65
- AACN - American Association of Colleges of Nursing
- Insurance License
- Real Estate License
- +21 subjects
Education & Certification
- University of Miami - Master of Science, General Literature
- University of Florida - Master of Science, Business Administration and Management
- Argosy University-Chicago - Doctor of Science, Organizational Leadership
Subject Expertise
- Series 65
- Series 7
- Series 66
- Series 10
- +20 subjects

Roman: Bournemouth Series 65 test prep instructor
...concepts needed to pass these exams. Finance is a great field to work in, so I truly enjoy whenever I'm able to help someone pass their exams! My goal as your tutor is simple: To help you pass the exam on the first attempt. I take care to assess your starting position and help you map...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- Series 65
- Series 66
- Series 63
- American Council on Exercise (ACE)
- +60 subjects

Nicholas: Bournemouth Series 65 test prep instructor
Have been tutoring on and off in a variety of subject areas since the 7th grade. My areas of specialty are in the science and in money-related topics such as securities, insurance, economics, finance, and accounting.
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- Series 65
- CIMA
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- +43 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- Series 9
- Series 7
- Series 63
- +16 subjects

Nancy: Bournemouth Series 65 test prep instructor
...many years of experience there (now retired), I enjoy teaching finance, accounting, and econ as well as the various secrutities licensing tests. But my avocations are history and literature and I love teaching them as well--whether through assisting with regular school homework and test preparation, or through SAT/ACT prep, or through AP/SAT subject test prep...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- SIE
- Series 79
- Series 24
- +85 subjects