Top Series 4 Tutors serving Chicago
Peter: Chicago Series 4 tutor
Certified Series 4 Tutor in Chicago, IL
...obtained, view me at Broker Check: https://brokercheck.finra.org/individual/summary/1313689 and see that I had all the licenses. I also was the prime lead instructor for a Series 7 school years ago before publishing training manuals that became the big business we see today. My peers, other broker-dealers, had enough confidence in me to elect me to two different FINRA offices. One was regional office and the other a national position. I sat in on the meetings when...
Education & Certification
Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
California University of Pennsylvania - Master of Science, Mathematics and Statistics
James: Chicago Series 4 tutor
Certified Series 4 Tutor in Chicago, IL
...1983, I earned a Master's in Business Administration from Illinois State University with a specialty in the field of Finance. I also taught there for a period of time and authored two books: The Do-It-Yourself Investor and Do-It-Yourself Investment Analysis. The former book was chosen by Sylvia Porter as one of her top business books for 1987. While completing my MBA, I also began my professional career in the Financial Services Industry with the firm...
Education & Certification
University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Aaron: Chicago Series 4 tutor
Certified Series 4 Tutor in Chicago, IL
...Shortly after obtaining those licenses, I then obtained the Series 4, 24 and 53 licenses. To continue my pursuit of growth, I went on to earn my Certified Financial Planner (CFP) designation. A short time later, I enrolled at Kansas State University and earned a Master's degree in Personal Financial Planning. Recently, I've earned the Behavioral Financial Advisor (BFA) designation and the Retirement Income Certified Professional (RICP) designation. I've worked in several industry roles from...
Education & Certification
University of Nebraska at Omaha - Bachelor of Science, Finance
Kansas State University - Master of Science, Financial Planning
Daniel: Chicago Series 4 tutor
Certified Series 4 Tutor in Chicago, IL
I have been in the financial service industry for over 18 years and I would like to pass on my knowledge and experiences so that others can benefit .
Education & Certification
Saint Peters College - Bachelor of Science, Business Administration and Management
Daniel: Chicago Series 4 tutor
Certified Series 4 Tutor in Chicago, IL
I am a CPA with a background in teaching and tutoring. I can work with you on most finance, business, and accounting subjects. I help simplify the material and highlight the core lessons. I've been told it's very effective and helpful!
Education & Certification
Malone University - Bachelor in Arts, Organizational Leadership
Baldwin-Wallace College - Masters in Business Administration, Accounting
Mary: Chicago Series 4 tutor
Certified Series 4 Tutor in Chicago, IL
...public orders, a specialist, keeping an orderly book of all public orders, and floor manager, overseeing the daily operations. The environment was dynamic, highly demanding, requiring laser focus, preparation and stamina. An integral member of the firm, collaborating with other member firms and the Board of Governors, serving on committees, worked on new business initiatives, recruiting and training new hires from top universities. At the time, O'Connor was the largest market maker in the U.S....
Education & Certification
Dickinson College - Bachelor in Arts, Economics
Northwestern University - Masters in Business Administration, Finance
Michael: Chicago Series 4 tutor
Certified Series 4 Tutor in Chicago, IL
...strategies, hedging strategies in equities, options, compliance questions, proper order handling, Multi asset class trading strategies, futures and OTC swaps types and usage. It is most important to understand what your goal is and what best strategy can be used to accomplish it, knowing the risks associated with each strategy and best option to hedge it, understanding a traders mentality which is partially based on behavioral science, experience to draw upon and a deep understanding...
Education & Certification
Long Island University-C W Post Campus - Bachelor of Science, Finance
CUNY Bernard M Baruch College - Master of Science, Finance
Jim: Chicago Series 4 tutor
Certified Series 4 Tutor in Chicago, IL
...areas. I will do my best to help the student by simplifying the material and using everyday tasks as examples. Exams I have taken (and passed on the first try): Series 7 (General Securities), Series 24 (General Securities Principal), Series 4 (Registered Options Principal), Series 27 (Financial and Operations Principal), Series 53 (Municipal Securities Principal), Series 66 (Investment Advisor Representative) and PA Life and Health Insurance agent exam. My goal is to have the student...
Education & Certification
Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Private Series 4 Tutoring in Chicago, IL
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