Aaron: Birmingham Series 66 course instructor
...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 (RICP) designation. I've worked in several industry roles from client service, back office roles, compliance, management,...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 66
- Series 65
- Series 53
- Series 24
- +7 subjects
Nhan: Birmingham Series 66 course instructor
...Series 7 and Series 65, along with Economics, Finance and General Accounting. I believe in a thorough and rational approach to learning, where individual problem can be tackle using all available resources. By identify what works for each student, I will provide a unique learning framework for each session, so he or she could attack...
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 66
- Series 9
- Series 65
- Insurance License
- +78 subjects
Joshua: Birmingham Series 66 course instructor
...want my 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 66
- Insurance License
- Series 6
- Series 7
- +8 subjects
Eric: Birmingham Series 66 course 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 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- Series 6
- +16 subjects
Andrea: Birmingham Series 66 course instructor
...macroeconomics With a passion for teaching and fostering academic growth, I am dedicated to helping students achieve their educational and professional goals. My approach is patient, adaptive, and goal-oriented, ensuring that each student receives personalized support that aligns with their learning style and needs. Outside of my day job and my commitment to helping others...
Education & Certification
- Washington University in St Louis - Master of Science, Finance
Subject Expertise
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- Series 9
- +58 subjects
Peter: Birmingham Series 66 course instructor
...hour exam to the present two exams being the SIE and the Series 7 top off. I passed the Series 3 exam, the National Commodities Futures Exam. If you want to obtain the SIE license, you probably are in one of these categories. You may be doing for the fun of it, looking to get a...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 66
- Insurance License
- CSET - California Subject Examinations for Teachers
- Series 7 - General Securities Representative Exam (Stockbroker)
- +42 subjects
Nikita: Birmingham Series 66 course instructor
...technical content into clear, practical lessons that stick. My goal is simple: to give you the tools, structure, and mindset to not just take these exams, but to pass them with confidence.Your success is my success, and I'm eager to give you the tools to make these exams a milestone you conquer not one that...
Education & Certification
- University of Memphis - Bachelor of Science, Public Relations
Subject Expertise
- Series 66
- Series 65
- SIE
- Series 7
- +1 subjects
Jennifer: Birmingham Series 66 course instructor
...range of subjects, I am more interested in helping students/clients prepare for certification exams such as the SIE, Series 7, 63, 65, 66, pharmacy technician certification exam (PTCE) etc. I have got tips and tricks on how to pass these exams in one sitting. In addition, I will incorporate real-world examples that will expand on...
Education & Certification
- Fort Valley State University - Bachelor of Science, Biology, General
Subject Expertise
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 87
- FINRA - Financial Industry Regulatory Authority
- +18 subjects
Raman: Birmingham Series 66 course instructor
...with over a decade of experience in the financial planning industry. I have completed my Bachelors in Finance and have successfully passed the FINRA Series 7, Series 66, State Life & Health Insurance License, and the CFP Exam. Being a Financial Planner is no different than being an educator or a coach. My passion is...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- Series 66
- FINRA - Financial Industry Regulatory Authority
- Series 7
- SIE
- +25 subjects
Roman: Birmingham Series 66 course instructor
...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 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...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- FINRA - Financial Industry Regulatory Authority
- +60 subjects
LaKeisha: Birmingham Series 66 course instructor
...and tutoring experience that I have consists of working with elementary, middle, high school, college, and graduate students in subject areas pertaining to English, Writing, Pre-Algebra, Algebra 1, American Government, and Investments. I believe that learning should be a memorable and relatable experience for students to enjoy and to apply in their life. My desire...
Education & Certification
- Wesleyan University - Bachelor in Arts, English
- Augusta State University - Master of Public Policy, Public Administration
- Capella University - Doctor of Philosophy, Human Services
Subject Expertise
- Series 66
- Series 24
- SIE
- Series 7
- +27 subjects
Hal: Birmingham Series 66 course instructor
...having been licensed as a Certified Public Accountant, Certified Financial Planner, Certified Trust and Investment Advisor, Regulation 144 Specialist, Retirement Planning Specialist, Certified Senior Advisor, and a variety of other qualifications. In 2019, as I began tutoring and realized that it had been decades since I originally passed my securities licensing exams, I took the...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 66
- Insurance License
- Real Estate License - New York
- Series 79
- +171 subjects
Nicholas: Birmingham Series 66 course instructor
...are math and writing. Both are subjects I struggled with during my K-12 education and it was through my college and teaching experience that I developed a strong understanding of math and writing. Many students struggle in these areas, as I did, so it's my passion to use what I have learned to help others....
Education & Certification
- Chapman University - Bachelor in Arts, Social Sciences
- Washington State University - Master of Arts Teaching, Education
Subject Expertise
- Series 66
- Series 7
- Social Studies
- English
- +16 subjects
Warrick: Birmingham Series 66 course instructor
...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 empathy. I will never forget the days when...
Education & Certification
- The University of Florida - Bachelor in Business Administration, Finance
Subject Expertise
- Series 66
- Series 7
- Series 63
- Insurance License
- +25 subjects
Jennifer: Birmingham Series 66 course instructor
...in Family and Consumer Science with a Minor in Business Administration. I have over 20 Years of sales, leadership, mentoring and coaching in the Financial Services field-which includes -Mortgage Branch Management, VP of Membership, Top Mortgage Production Sales Performer, Financial Advisor, Life & Health Agent and Medicare Health Agent. I focus on explaining real-life business...
Education & Certification
- Eastern Illinois University - Bachelor of Science, Family and Consumer Sciences
- Eastern Illinois University - Master of Science, Family and Consumer Sciences
Subject Expertise
- Series 66
- Insurance License
- SIE
- Series 7
- +10 subjects
Garth: Birmingham Series 66 course instructor
...I am a Chartered Retirement Planning Counselor (CRPC). I have experience working with first time test takers as well as students who require multiple attempts. Additionally, my background prepares me to tutor students in a variety of subjects including finance, economics, accounting, investing, and all business-related topics. I graduated from Loyola University with my MBA...
Education & Certification
- Lebanon Valley College - Bachelor of Science, Business Administration and Management
- Loyola University Maryland - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 24
- CFP
- Series 65
- +26 subjects
Kristin: Birmingham Series 66 course instructor
I just obtained my licenses within the last year: 6, 63, 66, 7. While my employer provided me with the books, I was not given study support which I think would have been incredibly helpful to me. I look forward to helping you pass on your first try!
Education & Certification
- Eastern Illinois University - Bachelor of Science, Special Products Marketing Operations
- Lewis University - Masters in Business Administration, Agricultural Business
Subject Expertise
- Series 66
- Series 7
- SIE
- Series 63
- +1 subjects
Benjamin: Birmingham Series 66 course instructor
Glad to help students prepare for the CFP, Series 7, and Series 66 industry exams!
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 63
- Series 52
- Series 65
- +24 subjects
Victoria: Birmingham Series 66 course instructor
...for complex exams, we always seem to have the most success when we have discovered the student's learning style and thought-process. I believe learning should be an engaging, inspiring activity where the student can envision how their new knowledge will apply to real-life scenarios. I am also a firm proponent of education, believing it to...
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 66
- Series 24
- Series 7
- Exam IFM - Investment and Financial Markets
- +35 subjects
Michael: Birmingham Series 66 course instructor
...management. I am also a Commercial Pilot and 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...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 66
- Series 63
- Series 31
- Series 24
- +16 subjects