
Andrea: Series 9 course instructor
...experience working in corporate finance. In addition to my professional experience, I have a proven track record of tutoring peers, colleagues, and students in finance-related subjects over the course of 4 years and served as lead business tutor of my undergraduate university. My tutoring approach is focused on simplifying complex financial concepts and making them accessible to learners at all levels of knowledge. I use a combination of real-world examples, interactive problem-solving techniques, and tailored...
Education & Certification
- Washington University in St Louis - Master of Science, Finance
Subject Expertise
- Series 9
- SIE
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- +56 subjects

Michael: Series 9 course instructor
...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 of in-house financial services firms and focus completely on...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 9
- Series 63
- FINRA - Financial Industry Regulatory Authority
- Series 7
- +16 subjects

Aimee: Series 9 course instructor
...of education for 15+ years and am completing my 9th year as a licensed teacher. I have experience with individuals with disabilities, English language learners and gifted students, both in my personal and professional experiences. I specialize in working with multi-exceptional learners. I am a licensed teacher in two states, with endorsements in: - Music (Instrumental and Vocal) - Special Education - Early Childhood Special Education - Elementary Education - Middle School Education - Foundational...
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
- PRAXIS
- CSET - California Subject Examinations for Teachers
- +146 subjects

Hal: Series 9 course instructor
...method applies to all. It is my goal to focus on the individual, adapt my methods to their needs, and inspire them to succeed. I enjoyed a nearly thirty-year career in financial services where 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...
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 65
- Series 22
- Series 63
- +171 subjects
Education & Certification
- Saint Peters College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 9
- Series 7
- Series 10
- Series 63
- +4 subjects

Danny: Series 9 course instructor
...for over 25 years and I retired a senior NCO in the Army Reserve serving for 23 years. I've had the pleasure of mentoring training and leading sales people and soldiers most of my adult life and coaching and developing has been my passion. I have the Series 7 license, Series 66, Series 63, Series 24, and Series 9 and 10. In addition, I also have my New Jersey Life and Health Insurance licenses. I...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 9
- SIE
- Series 65
- Series 66
- +11 subjects

Brian: Series 9 course instructor
...of Banking as well. I started a financial consulting business while in college then sold it a few years out of college. I became a US Marine. Over the next 15 years combined, I worked for two top 5 US Banks and one top 5 US Defense contractor before moving back into independent consulting in 2016. I have traveled, worked, and lived across the US, Europe, Central and South America, and some of the Middle...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 9
- SIE
- FINRA - Financial Industry Regulatory Authority
- Six Sigma
- +22 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 9
- Series 24
- Series 6
- Series 7
- +16 subjects

Michael: Series 9 course instructor
...learning should be engaging and memorable. That's why I bring a creative approach to my tutoring, using fun and innovative methods to simplify complex concepts and make exam content stick. By turning challenging material into engaging lessons, I strive to build not just understanding but also confidence in my students. Seeing my students achieve their goals and succeed in their exams is incredibly rewarding. I am dedicated to providing the support, guidance, and strategies needed...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 9
- Series 63
- Series 66
- Series 65
- +12 subjects

Nhan: Series 9 course instructor
...Masters in Finance and Economics from Ohio University. Currently I am in another Master program, this one is for Accountancy, specialized in Auditing. I am expected to finish my second Master in Fall of 2019, and I will start my 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...
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 10
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +78 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 7
- Series 63
- Series 87
- +22 subjects