Joseph: Weston SIE course instructor
...and objectives. I am very compassionate and patient with my students, especially those studying for FINRA and State Insurance Licensing exams. I have created unique study plans and practice exam questions that have assisted my students to pass their exams without any doubt about their capabilities. I'm happy to help you succeed in all FINRA...
Education & Certification
- Yeshiva University - Bachelor of Science, Economics
- Western Governors University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Insurance License
- Series 86
- Series 22
- +48 subjects
Victoria: Weston SIE course instructor
...we always seem to have the most success when we have discovered the student's learning style and thought-process. I believe learning should be an engaging, inspiring activity where the student can envision how their new knowledge will apply to real-life scenarios. I am also a firm proponent of education, believing it to be absolutely necessary...
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- Series 51
- +35 subjects
Stefan : Weston SIE course instructor
I'm a seasoned financial professional with a demonstrated history in the financial services industry. I've successfully completed multiple licensing exams, am here to ease your journey through these examinations. (SIE, Series 7, Series 63) I've developed a program to help lighten the material, teach it in certain quadrants that allow for easier learning.
Education & Certification
- Stony Brook University - Bachelor of Science, Business Administration and Management
Subject Expertise
- SIE
- Series 7
- Series 63
- Professional Certifications
- +1 subjects
Richard: Weston SIE course instructor
I am an Investment Banker specializing in Healthcare and Manufacturing both for Capital Raises and Buy and Sell side.
Education & Certification
- Purdue University - Bachelor in Arts, Education
- Indiana University - Master of Science, Public Finance
Subject Expertise
- SIE
- Insurance License
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +20 subjects
Robin: Weston SIE course instructor
...approach to suit their unique needs. I hold an MBA from Stetson University and a B.A. from the University of British Columbia. I tutor subjects related to finance, business, and preparation for FINRA certifications (Series 6, 7, 63, 65 and 66). My teaching philosophy revolves around fostering critical thinking, encouraging open communication, and making complex...
Education & Certification
- University of British Columbia - Bachelor in Arts, Psychology
- Daytona State College - Associate in Arts, Accounting
- Stetson University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 63
- Series 6
- Series 66
- +23 subjects
Ryan : Weston SIE course instructor
Hi, I am a writer of fiction and non-fiction. I worked as an award-winning journalist in Montana and Wisconsin and have been writing in some form for about 20 years. I am currently studying for FINRA's Series 7 exam.
Education & Certification
- The University of Montana - Bachelor in Arts, Journalism
Subject Expertise
- SIE
- FINRA - Financial Industry Regulatory Authority
- Fiction Writing
- Elementary School Writing
- +12 subjects
Roman: Weston SIE course instructor
...about personal finance and love helping others understand the concepts needed to pass these exams. Finance is a great field to work in, so I truly enjoy whenever I'm able to help someone pass their exams! My goal as your tutor is simple: To help you pass the exam on the first attempt. I take...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- SIE
- Insurance License
- Series 63
- Series 7
- +60 subjects
Kristin: Weston SIE course 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
- SIE
- Series 63
- Series 7
- Series 66
- +1 subjects
Kevin: Weston SIE course instructor
...succeed and realize their own potential with improved confidence, grades and test scores. Because I have over 20 years of "real life" professional experience and have traveled extensively, I am able to provide you real life examples to help understand the value of learning the topics I tutor you with. I specialize in tutoring a...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- SIE
- Series 30
- Series 7
- Series 3
- +41 subjects
DeSean: Weston SIE course instructor
...undergraduate, I tutored students in Statistics and College Algebra. I completed my undergraduate with a B.S.B.A. in Personal Financial Planning, a B.S.B.A. in Finance, and a B.A. in Communication Studies. I do not like micromanagement, although I do believe a tutor and student should have a vested interest to benefit the student. In my free...
Education & Certification
- Kutztown University of Pennsylvania - Bachelor of Science, Finance
- Kutztown University of Pennsylvania - Bachelor of Science, Financial Planning
- Kutztown University of Pennsylvania - Bachelor in Arts, Communication, General
Subject Expertise
- SIE
- Series 63
- Series 6
- Series 7
- +14 subjects
Sean: Weston SIE course instructor
...ultimate goal is to get my students to the end goal of passing their exam as quickly and efficiently as possible. I received my undergraduate degree from Arizona State University and have been working as a Financial Advisor since 2019 obtaining multiple industry awards as well as managing my own book of business. I believe...
Education & Certification
- Arizona State University - Bachelor of Science, Business Administration and Management
Subject Expertise
- SIE
- Series 6
- Insurance License
- Series 66
- +2 subjects
Daniel: Weston SIE course instructor
...projects, helping clients navigate the complexities of the U.S. market. My expertise lies in identifying prospective clients and partnerships, and providing strategic leadership and direction. I also have experience working on private placements with US-based family offices through my affiliation with Crestmont Investments. Prior to Envoy West, I served as the Capital Investment Director at...
Education & Certification
- Nottingham Trent University - Bachelor of Science, International Relations
Subject Expertise
- SIE
- Series 63
- FINRA - Financial Industry Regulatory Authority
- Series 82
- +1 subjects
Ben: Weston SIE course instructor
...businesses by taking complex (and often confusing) financial subject matter and breaking them down into simple steps. I've always been passionate about learning, and I believe any subject (yes, even the "boring" ones) if given proper care and attention can bring a profound sense of achievement and meaning to our lives. While I tutor a...
Education & Certification
- Lee University - Bachelor of Science, Health Services Administration
Subject Expertise
- SIE
- Series 6
- Series 63
- Elementary School
- +45 subjects
Hal: Weston SIE course instructor
...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...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- SIE
- Series 63
- Series 24
- Series 79
- +171 subjects
Braden: Weston SIE course instructor
...from the University of Oklahoma living in Overland Park, Kansas. I have a passion for teaching college, high school, and middle schoolers math from Algebra to College Calculus, chemistry, and physics. In high school I took a variety of AP Tests: AP Chemistry-5, AP Physics 1-4, AP Calculus AB-5 AP US History-4, AP English Composition-4....
Education & Certification
- University of Oklahoma Norman Campus - Chemical Engineer, Chemical Engineering
Subject Expertise
- SIE
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- GED
- +64 subjects
Raman: Weston SIE course instructor
...decade of experience in the financial planning industry. I have completed my Bachelors in Finance and have successfully passed the FINRA Series 7, Series 66, State Life & Health Insurance License, and the CFP Exam. Being a Financial Planner is no different than being an educator or a coach. My passion is to teach my...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- SIE
- Exam IFM - Investment and Financial Markets
- FINRA - Financial Industry Regulatory Authority
- CFP
- +25 subjects
Robert: Weston SIE course instructor
I am passionate about lifting up the next generation of business leaders. I had amazing tutors when I was in college and business school and I am ready to pay it forward.
Education & Certification
- Carnegie Mellon University - Masters in Business Administration, Business Statistics
Subject Expertise
- SIE
- Series 63
- Series 7
- FINRA - Financial Industry Regulatory Authority
- +25 subjects
Brendan Daniel : Weston SIE course instructor
...management as a portfolio manager while pursuing my CFA, and recently founded my own firm. Currently, I am a level 3 CFA candidate and portfolio manager for my digital asset hedge fund. I focus on the fund's DeFi investment strategy, blockchain research, and protocol risk management. For students, (and interns), I have taught solidity, python,...
Subject Expertise
- SIE
- Series 7
- Series 39
- CAIA Level I
- +62 subjects
Benjamin: Weston SIE course instructor
Glad to help students prepare for the CFP, Series 7, and Series 66 industry exams!
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 79
- Series 9
- CFP
- +24 subjects
Melissa: Weston SIE course instructor
...of real world experience in business. I can teach the following licenses: SIE, Series 7, Series 63, and Series 66. I am a current licensed senior broker at a large firm. I have assisted with in-person training to pass these licenses and have worked teaching adults my entire career. Cannot wait to work with you!
Education & Certification
- The University of Texas at Arlington - Bachelor in Arts, Anthropology
- Capella University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 7
- Series 66
- Series 63
- +1 subjects