Heath: Series 9 course instructor
...a Bachelor of Science Degree from Texas A&M University, majoring in Economics. After graduation I complete my FINRA Series 7,63, 9, 10 and SIE certifications. I have also completed the Certified Financial Planner coursework. I tutor the FINRA Series exams mentioned above, personal finance and writing. My teaching philosophy is that anyone can achieve great things through hard work and dedication. The best students ask for help when they don't understand something. I like to...
Education & Certification
- Texas A & M University-College Station - Bachelor of Science, Economics
Subject Expertise
- Series 9
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFP
- +24 subjects
Nhan: Series 9 course instructor
...Doctorate program for Business and Corporate Strategies in August 2019. My primary areas of focus are Finra licensing, such as 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 9
- Series 66
- Series 10
- CPA
- +78 subjects
Brian: Series 9 course instructor
...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 am a firm proponent of higher education as well as career connected training, believing each one respectively is necessary for an improved quality of life depending on the personality of the student. I try to impart this perspective with students or working professionals as it tends to really boost confidence,...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 9
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- FINRA - Financial Industry Regulatory Authority
- +22 subjects
Edward: Series 9 course instructor
...of 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 the youth and high school levels. I love music and am an active member of 2 bands.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 9
- Series 65
- Series 26
- Series 27
- +27 subjects
Michael: Series 9 course instructor
...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 my flight instructor certificate, allowing me to teach various areas in finance, such as corporate finance, personal finance, and securities markets, and anything dealing with aviation. I have recently changed my career to move out...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 9
- Series 10
- FINRA - Financial Industry Regulatory Authority
- Series 3
- +16 subjects
Jim: Series 9 course instructor
...my career leading teams and supporting individuals preparing for a wide range of FINRA securities licenses. My teaching philosophy centers on creating a supportive, engaging learning environment where students feel confident asking questions, taking risks, and discovering their strengths. I tailor my approach to each learner's unique style, building genuine connections that help them master complex financial concepts and achieve meaningful progress. I am continually inspired by the opportunity to make finance accessible and relatable...
Education & Certification
- University of Wisconsin – Stout - Bachelor's, Hotel & Restaurant Management
- Madison Area Technical College - Associate in Science, Finance
Subject Expertise
- Series 9
- Series 66
- Series 3
- Series 24
- +11 subjects
Danny: Series 9 course instructor
...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 family man, and they always come first. I'm not going to pull any punches, and I'm going to give you honest feedback along the journey. If you're looking for a disciplined approach to get to test day, I'm the person for you. Thank you and good luck.
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 9
- Insurance License
- Series 66
- Series 24
- +11 subjects
Aimee: Series 9 course instructor
...on MAP testing, test taking strategies, dealing with test anxiety and closing the gap when students are behind through intensive instruction. I have lived in rural Alaska - a.k.a. the "Bush" and used to live in the community where the TV show "The Alaskan Bush People" was filmed! I love helping all students learn, no matter their level, and helping them set their own goals to grow long after they work with me. I am...
Education & Certification
- George Fox University - Bachelor in Arts, Music Theory and Composition
- Willamette University - Master of Arts Teaching, Special Education
Subject Expertise
- Series 9
- CPA
- CSET - California Subject Examinations for Teachers
- PRAXIS
- +146 subjects
Education & Certification
- Saint Peters College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 9
- Series 24
- Series 10
- Series 63
- +4 subjects
Hal: Series 9 course instructor
...level in addition to having served as a national educator in investments for a Fortune 20 firm. My background includes 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 9
- Series 26
- Series 65
- Series 82
- +171 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 9
- Series 63
- Series 10
- Series 24
- +16 subjects
Michael: Series 9 course instructor
...areas needing improvement, ensuring efficient and effective preparation. Expert Knowledge: With extensive experience and deep understanding of the securities and financial planning industries, I provide insights and tips that go beyond standard study materials. Proven Strategies: Learn the most effective test-taking strategies and techniques to tackle challenging questions and manage exam stress. Interactive Sessions: Engage in dynamic, interactive sessions that make complex concepts easier to grasp and retain. Support and Accountability: Benefit from continuous support...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 9
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- +12 subjects
Monica: Series 9 course instructor
...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 professionals. Outside of tutoring, I...
Education & Certification
- Strayer College - Master's/Graduate, Business
Subject Expertise
- Series 9
- Series 99
- Series 7
- SIE
- +18 subjects
Andrea: Series 9 course instructor
...with my family and two dogs. We love all things outdoors whether it's hiking, walking, grilling, or spending the day at the park. I also enjoy listening to and singing along to music, although not everyone around me finds that part as enjoyable. My favorite study setting looks like a cup of coffee, Jazz music, and plenty of fun highlighters and pens. I look forward to the opportunity to help you succeed in your finance...
Education & Certification
- Washington University in St Louis - Master of Science, Finance
Subject Expertise
- Series 9
- SIE
- Series 7
- Series 79
- +57 subjects
Education & Certification
- Shandong Finance Institute - Bachelor in Arts, Marketing
- The Texas AM University System Office - Master of Science, Finance
Subject Expertise
- Series 9
- Series 63
- Series 87
- Series 7 - General Securities Representative Exam (Stockbroker)
- +22 subjects