
Andrew: Montreal Series 7 test prep instructor
...completed my MS in Finance from Georgetown. I have worked for the Federal Reserve Board of Governors, investment banks, and a private equity firm; so, I have experience in the applied application of academic theory. I am adept at teaching economics and finance, as well as topics in math, statistics, business administration, and standardized testing...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 7
- Series 63
- Series 3
- CPA
- +70 subjects

Vikram: Montreal Series 7 test prep instructor
...holding MBA (Fin) and CFA qualifications. Teaching is my hobby and I taught nearly 60 CFA level 1 students. I have 18 years of professional experience as an investment professional. Completed FINRA Exams, Series 7 and Series 66. Making difficult concepts easy to understand with examples from day-to-day life is a gift to me.
Education & Certification
- ICFAI - Master's/Graduate, Investment
- CFA Institute - Professional (JD, MD, DMD, etc), Investment
- London Business School - Master of Arts, Finance
Subject Expertise
- Series 7
- Exam SRM - Statistics for Risk Modeling
- CFA
- Series 66
- +29 subjects

Kristin: Montreal Series 7 test prep 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 7
- SIE
- Series 66
- Series 63
- +1 subjects

Natalie: Montreal Series 7 test prep instructor
...Health and Variable Annuity, and Real Estate Licenses. Helping clients keeping their financial house in order has been very gratifying and fulfilling as a banking professional, however I'd like to have my own practice and brokerage firm one day. After having graduated Seton Hall, my varied experience has offered insight across the spectrum of financial...
Education & Certification
- Seton Hall University - Bachelor in Arts, Political Science and Government
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- NMLS - Nationwide Mortgage Licensing System
- Series 66
- +151 subjects

Myles: Montreal Series 7 test prep instructor
...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 relatively short time frame. I hope to pass on to more students the study habits...
Education & Certification
- Lamar University - Bachelor in Arts, Communication, General
Subject Expertise
- Series 7
- SIE
- Series 63
- Series 66
- +4 subjects

James: Montreal Series 7 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 7
- Series 66
- SIE
- Series 57
- +25 subjects

Chunhua: Montreal Series 7 test prep instructor
...I also have Loan Officer License, Enrolled Agent license, Life/Health Insurance. I know how to learn effectively and efficiently. I built a financial company which provides one-stop wealth management advisory services. Many years of advisory sales and management services have made me an effective communicator. Tutoring fulfills my passion of sharing my years of experiences...
Education & Certification
- Wuhan University - Bachelor of Science, Computer and Information Sciences, General
- Wuhan University - Doctor of Philosophy, Management Information Systems
Subject Expertise
- Series 7
- Series 63
- Series 65
- Series 66
- +7 subjects

Gregory: Montreal Series 7 test prep instructor
...and Financial Mathematics at The University of 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...
Education & Certification
- Wesleyan University - Bachelor in Arts, Economics
- University of Chicago - Master of Science, Financial Mathematics
Subject Expertise
- Series 7
- Exam FM - Financial Mathematics
- Series 3
- Series 31
- +48 subjects

John: Montreal Series 7 test prep instructor
...years. I am a passionate management professional accomplished in successfully recruiting talent, managing change, and mentoring individuals. I have successfully recruited, hired, trained and/or supervised over 500 financial advisors. I have studies Retirement Planning along with having the following FINRA Licenses: Series 7, 8 (9/10), 66, 63. While I tutor a broad range of subjects'...
Education & Certification
- Chicago State University - Bachelor of Science, Applied Psychology
Subject Expertise
- Series 7
- Series 24
- Series 6
- Series 9
- +9 subjects

Eric: Montreal Series 7 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 7
- Series 86
- Series 72
- Series 53
- +16 subjects

Edward: Montreal Series 7 test prep instructor
...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 basketball and football both at...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 26
- Series 9
- Series 6
- +26 subjects

Scott: Montreal Series 7 test prep instructor
...and professional level, I am currently working towards a doctorate in business. The skills acquired while pursuing this advanced degree will enable me to better serve the students I interact with. I believe the process will help me to understand, develop and apply theory and research skills that will enhance my decision-making process and assist...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Industrial and Organizational Psychology
- University of Pittsburgh-Pittsburgh Campus - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Technology and Coding
- High School Accounting
- Computer Science
- +12 subjects

Anna: Montreal Series 7 test prep instructor
...from Macaulay Honors program at Baruch College. Since graduation, I have worked as a financial associate in a global bank. I have tutored students since 11th grade in a variety of English and math subjects, including standardized prep. I love helping students improve their knowledge, and am sure I can be of help to you,...
Education & Certification
- CUNY Bernard M Baruch College - Bachelors, Finance
Subject Expertise
- Series 7
- High School English
- 1st Grade Reading
- ACT
- +169 subjects

DonnaPia: Montreal Series 7 test prep instructor
I see my role as a tutor as one in which I first create an environment that facilitates learning while I provide the supplemental instruction. In this way, I will also be working to build the student's confidence to help them succeed in their academic pursuits.
Education & Certification
- Towson University - Bachelor in Arts, Psychology
- University of Baltimore - Certificate, Business Administration and Management
Subject Expertise
- Series 7
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- COMPASS Reading
- +75 subjects

Joseph: Montreal Series 7 test prep instructor
...allowed me to develop a unique perspective and flexible tutoring style. While I tutor a range of subjects on business and financial topics, I am most passionate about FINRA and Insurance regulatory examinations. I am a firm proponent of continuing education throughout one's lifetime and in sharing knowledge with others as much as possible. I...
Education & Certification
- University of Phoenix - Associate in Science, Business, General
Subject Expertise
- Series 7
- Series 24
- Series 66
- Insurance License
- +30 subjects
Education & Certification
- University of Iowa - Bachelor in Arts, General Literature
- Bloomsburg University of Pennsylvania - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- CPA
- Pre-Algebra
- Multivariable Calculus
- +58 subjects

Nicholas: Montreal Series 7 test prep instructor
...Teaching degree from Washington State University, and a K-12 Education Administration certification from Whitworth University. I have attained the National Board for Professional Teaching Standards certification for K-8 in English Language Arts. I have taught 5th grade for 9 years and currently I am an Assistant Principal at an elementary school. I've also worked in...
Education & Certification
- Chapman University - Bachelor in Arts, Social Sciences
- Washington State University - Master of Arts Teaching, Education
Subject Expertise
- Series 7
- Series 66
- Other
- Social Studies
- +16 subjects

Barrett: Montreal Series 7 test prep instructor
...of how it's defined, I consider my own success to be helping my students along a journey to attaining their respective goals. But that journey begins with a first step, at times a humbling step. As a coach and mentor, I value my role as your trusted resource in helping you take those initial steps...
Education & Certification
- Florida International University - Bachelor of Science, Criminal Justice
- Louisiana State University and Agricultural Mechanical College - Doctor of Laws, Law Enforcement Administration
Subject Expertise
- Series 7
- Series 51
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- +20 subjects

Casey: Montreal Series 7 test prep instructor
...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 understanding in Math can lay the groundwork for building the life of your dreams. In my spare time, I enjoy cooking, travel, spending time with...
Education & Certification
- Florida Atlantic University - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 79
- Series 10
- Series 6
- +25 subjects

Barb: Montreal Series 7 test prep instructor
...to learning that helps you better absorb the information. I have obtained a doctorate in psychology, which allows me to easily adapt to your learning style and adapt quickly when need be. I am also a published author who is currently working on two books. I have taught and proctored for over 20 years and...
Education & Certification
- Utrecht University - Doctorate (PhD), Forensic Behavioral Psychology
Subject Expertise
- Series 7
- Series 6
- ANCC - American Nurses Credentialing Center
- PRAXIS
- +153 subjects