Award-Winning Series 7 Courses & Classes in New Haven, CT

John: New Haven Series 7 course instructor

...matter. As a tutor, my goal is to empower my students to excel academically and professionally. Whether it's demystifying financial principles, preparing for professional certifications, or guiding aspiring professionals towards their career goals, I am committed to providing personalized guidance and support every step of the way. Through a dynamic and interactive teaching approach, I strive to cultivate a stimulating learning environment where curiosity is nurtured, critical thinking is encouraged, and success becomes inevitable. I...

James: New Haven Series 7 course instructor

Smart people ask questions. Be greedy for knowledge. The better you understand Accounting and Finance, the better you will understand the world around you.

Christopher: New Haven Series 7 course instructor

...FINANCIAL PLANNER(R) Professional and hold a Master's in Business Administration from the University of Hartford and a Bachelor's in Accounting from the University of Connecticut. With three years of experience in the financial industry and previous experience in accounting and higher education, I specialize in preparing adult learners and college students for securities industry exams, including the SIE, Series 7, Series 66, and CFP certification. My teaching philosophy centers on breaking down complex financial concepts...

Eric: New Haven Series 7 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.

Smriti: New Haven Series 7 course instructor

...for a wide variety of subjects, including normal paced and 'crash course paced' prep for standardized tests (GMAT/GRE/SAT/ACT). I scored a 750 myself on the GMAT, graduated magna cum laude with a BSc. in Visual Communication and recently received my MBA from Yale. I have tutored students for 3+ years in various subjects including math, statistics, probability, and test prep. I also offer career development counseling - specifically Resume Reviews for people looking to apply...

Nicholas: New Haven Series 7 course instructor

Through almost a decade as a financial planner, I enjoy helping others enter the field and continue to develop their expertise. I tutor the Series 6, 63, 65 and 7 exams and the CFP Board exam.

Anubhav: New Haven Series 7 course instructor

...Masters of Science in Digital Currency at the University of Nicosia. I tutor mainly in Math and English prep (SAT, GMAT and school prep), and professional certifications in project management (PMP and its variants). I really enjoy these test prep and professional certifications as having a solid plan of attack in studying and testing prep can make a huge difference in test scores. My teaching philosophy is to make sure you understand the concepts for...

Sean: New Haven Series 7 course instructor

...have the opportunity to help you in taking the next step in your career in the financial services industry. I have obtained my Life and Health, SIE, Series 7, and Series 66 licenses and am eager to share my tips and tricks to passing these exams with flying colors. When teaching I prefer to apply real world application of topics in order to gain a deeper understanding and truly gain knowledge around different subjects. My...

Ben: New Haven Series 7 course instructor

Experienced 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

Myles: New Haven Series 7 course instructor

...honors from Lamar University, I started my career in banking to pursue my love for finance. My professional journey in banking, investments, and business ownership, has led me to acquire the Series 7, 65, 63, SIE, and Life Insurance licenses. In addition, I 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...

Tim: New Haven Series 7 course instructor

I am a tutor with experience in Finance, Accounting and Economics. I am happy to help students learn and advance their professional and academic careers. Personally, I am married with three kids. I teach online in the subjects mentioned above. While working professionally in finance is my occupation, teaching is what I truly love.

Jacquelyn: New Haven Series 7 course instructor

...goal-oriented individual who enjoys helping others learn personally and professionally. 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 has been a great accomplishment for me. When your children...

Nicholas: New Haven Series 7 course instructor

...primarily in the areas of reading, math, and writing. My favorite areas 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. I love sport activities and anything outdoors. My...

Eric: New Haven Series 7 course instructor

I am a passionate financial planner that enjoys getting to help others learn financial planning and personal finance.

Brian: New Haven Series 7 course instructor

...America, and some of the Middle East (while in the military). Either professionally or as a personal interest I have tutored, mentored, and coached young and experienced adults in select academic topics, select professional exam pre test materials, soft skills, technical skill building, performance improvement, decision making, financial literacy, and leadership. While I can tutor a broad range of subjects, I am most passionate about finance, FINRA exams, decision making, financial literacy, and leadership. I...

Matthew: New Haven Series 7 course instructor

...years of experience in corporate finance, I bring real-world expertise 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, and high school/college-level math or investment related courses. I love...

Jeremy: New Haven Series 7 course instructor

I'm grateful to have the opportunity to meet new people. I think an environment of mutual respect and understanding is important. It leads to great conversation and learning by both parties.

James: New Haven Series 7 course instructor

edward: New Haven Series 7 course instructor

I am a person with an easy-going personality style with complete empathy for your situation. I am 100% committed I graduated from the University of South Florida in 1986 and got my Real Estate License from the State of Florida that same year. In addition, I achieved the status as a Licensed Real Estate Broker in 1992 and have owned and managed various brokerages throughout my career as the Broker of Record.

Vincent : New Haven Series 7 course instructor

...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 incorporate real-world examples into my sessions in order to help students grasp and understand the material at hand. Let's get started!