
Peter: Westchester Series 99 test prep instructor
...both onsite and online. I primarily teach the CFP courses but I have also taught undergraduate accounting and finance courses. I like helping students as the memory of struggling through a class is still fresh with me. Tutoring gives me the opportunity to reduce or eliminate that same feeling a student may have. As a college professor my approach has been to "be the professor I wish I had." More specifically, a professor who not...
Education & Certification
- Hofstra University - Bachelor in Business Administration, Finance
- Long Island University-C W Post Campus - Masters in Business Administration, Finance
Subject Expertise
- Series 99
- Series 52
- Series 82
- Series 4
- +18 subjects

Mary: Westchester Series 99 test prep instructor
I am dedicated to creating a supportive and engaging learning environment where students feel confident to excel. My approach is tailored to each learner, breaking down complex ideas into simple, relatable steps. With a focus on building skills and self-assurance, I strive to make every session impactful and enjoyable. Together, we'll turn challenges into achievements.
Education & Certification
- Princeton University - Bachelor, Bachelor of Arts.
- Harvard University - Master's/Graduate, MSc. Mechanical Engineering
- State Certified Teacher
Subject Expertise
- Series 99
- TAP - Test of Academic Proficiency (Illinois)
- NYSTCE - New York State Teacher Certification Examinations
- NCHEC - National Commission for Health Education Credentialing
- +1359 subjects

Ranga: Westchester Series 99 test prep instructor
I am highly passionate about teaching professional courses and helping students to be successful in their academics and career. My core subjects are business management, project management, agile development life cycle, Lean methodologies, and Six Sigma. I also help develop students knowledge and skills on Microsoft Excel, Word, Powerpoint, MS Access, MS Visio, MS Project and teach some of the most frequently used features, format, formulas.
Education & Certification
- University of Madras - Bachelor in Arts, Administrative Assistance and Secretarial Science
- Indira Gandhi National Open University - Master of Science, Computer Science
Subject Expertise
- Series 99
- SAFe - Scaled Agile Framework Exam
- Six Sigma
- Salesforce Admin
- +31 subjects

Monica: Westchester Series 99 test prep instructor
...My approach centers on translating complex concepts into relatable, real-world scenarios, ensuring students grasp not just the material but also the strategies behind successful test-taking. I believe in fostering a supportive learning environment where students feel empowered to ask questions and explore the intricacies of wealth management. My extensive background in the financial services industry (over 20 years) enhances my ability to connect with students. I am dedicated to inspiring the next generation of financial...
Education & Certification
- Strayer College - Master's/Graduate, Business
Subject Expertise
- Series 99
- Series 10
- Series 6
- Series 9
- +14 subjects

Karen: Westchester Series 99 test prep instructor
Hi, my name if Karen Stevens. I graduated with a master's degree from Ashwood University in business administration. In addition, I hold an English teaching certificate. Since I graduated, I've taught or coached in several areas. However, my primary focus has been on Series licensing. I help students with all licenses such as SIE, 6, 63, 7 65.66, 24 and many more. Many students struggle with the concepts of the SIE exam. I can...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 99
- Series 87
- SIE
- Series 65
- +24 subjects

Roland Fomukom: Westchester Series 99 test prep instructor
...I have delivered corporate training to employees at Fortune 500 companies, focusing on key Business Processes, Data Flows essential for effective ERP implementation, Data Analysis and Visualization using Power BI. My teaching philosophy centers on building a solid foundational understanding, enabling studentsfrom high schoolers to corporate professionalsto transition seamlessly into any ERP system. I am dedicated to fostering a supportive learning environment where each student can thrive, and I am motivated by the opportunity to...
Education & Certification
- University of Salford - Master's/Graduate, Information Systems
Subject Expertise
- Series 99
- Series 7
- Professional Certifications
- College Computer Science
- +6 subjects

Eduardo: Westchester Series 99 test prep instructor
...online, I specialize in Professional Certifications in Finance, sociology, political science, and Spanish, leveraging my fluency in both English and Spanish to connect with students from diverse backgrounds. My teaching philosophy centers on fostering a supportive and engaging learning environment, where I encourage critical thinking and curiosity. I am passionate about helping students achieve their academic goals and develop a love for learning, drawing on my interests in history, geography, and politics to create relatable...
Education & Certification
- University of Central Florida - Bachelor in Arts, Political Science and Government
Subject Expertise
- Series 99
- Series 24
- Series 4
- Series 23
- +94 subjects

Hal: Westchester Series 99 test prep instructor
...I worked as a financial planner, wire-house broker (stockbroker), trust advisor, and wealth advisor. I worked the broker-dealer channel, the bank channel, and the independent channel. I developed and took an introducing brokerage firm through the entire FINRA (then NASD) creation and registration process. I attended what was then a week-long Brokers Option Course at the Chicago Board of Options and followed that as the designated options trader for a firm. I have over twenty...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 99
- Insurance License
- Series 9
- Series 22
- +171 subjects

Sakshi: Westchester Series 99 test prep instructor
...Commerce. With over 2 years of tutoring experience, I am dedicated to making complex concepts in Math, English, and Business accessible and engaging for my students. My teaching philosophy centers around fostering a collaborative and interactive learning environment, where I break down challenging topics using real-world examples and case-based learning. I believe in the power of personal finance education, helping students understand budgeting and investment to empower their decision-making. My passion for teaching is rooted...
Education & Certification
- Queen's University - Masters in Business Administration, Business, General
Subject Expertise
- Series 99
- Series 9
- Series 24
- TAP - Test of Academic Proficiency (Illinois)
- +498 subjects