Education & Certification
- Tulane University of Louisiana - Bachelor of Science, Biology, General
Subject Expertise
- Series 24
- Series 9
- Series 86
- Series 7 - General Securities Representative Exam (Stockbroker)
- +23 subjects

Andrea: Mount Pleasant Series 24 course instructor
...With a passion for teaching and fostering academic growth, I am dedicated to helping students achieve their educational and professional goals. My approach is patient, adaptive, and goal-oriented, ensuring that each student receives personalized support that aligns with their learning style and needs. Outside of my day job and my commitment to helping others learn,...
Education & Certification
- Washington University in St Louis - Master of Science, Finance
Subject Expertise
- Series 24
- Series 66
- Series 7
- Series 9
- +56 subjects
Education & Certification
- Purdue University - Bachelor in Arts, Education
- Indiana University - Master of Science, Public Finance
Subject Expertise
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- Series 22
- +20 subjects

Ben: Mount Pleasant Series 24 course instructor
...development, a pension fund, personal care, and a business consulting firm. I have an inquisitive nature, with deep knowledge and interests in business, marketing, demographics, technology and science, international commerce, and outsourcing. I have performed hundreds of business projections/forecasts for entities in all economic sectors, giving me a quick grasp of virtually all business models....
Education & Certification
- The University of Alabama - Bachelor of Science, Finance
- University of North Carolina at Wilmington - Master in Management, Business Administration and Management
Subject Expertise
- Series 24
- Series 63
- Series 7
- Government
- +43 subjects

Garth: Mount Pleasant Series 24 course instructor
...am a Chartered Retirement Planning Counselor (CRPC). I have experience working with first time test takers as well as students who require multiple attempts. Additionally, my background prepares me to tutor students in a variety of subjects including finance, economics, accounting, investing, and all business-related topics. I graduated from Loyola University with my MBA and...
Education & Certification
- Lebanon Valley College - Bachelor of Science, Business Administration and Management
- Loyola University Maryland - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 24
- Series 65
- Series 6
- Series 7
- +26 subjects

Kevin: Mount Pleasant Series 24 course instructor
...we have a quiet and comfortable study space, I work with the student to help select mutually convenient locations. In my spare time, I enjoy biking, hiking, swimming, tennis, reading, movies, traveling, spending time with my family and our dog. I look forward to hearing from you and helping you achieve more confidence and success.
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 24
- Series 65
- CPA
- Series 3
- +41 subjects

Michael: Mount Pleasant Series 24 course instructor
...to move out of in-house financial services firms and focus completely on teaching. The way I prefer to teach and tutor is to work with the student, not lecture them. I try to find their strengths and weaknesses, the focus on increasing their strengths and improving on their weaknesses. I also find various ways to...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 24
- FAA - Federal Aviation Administration examination
- Exam IFM - Investment and Financial Markets
- Series 79
- +16 subjects
Education & Certification
- Saint Peters College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 24
- Series 4
- Series 63
- Series 10
- +4 subjects

Aaron: Mount Pleasant Series 24 course instructor
...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...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 24
- Series 4
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFP
- +7 subjects

S: Mount Pleasant Series 24 course instructor
...time as well. For the past 7 years I have been a small business owner. I love the teaching and learning process. For several years I have taught skiing. Skiing is a superb example of a skill that can be broken down to basic components and mastered through practice, repetition, and awareness. This is how...
Education & Certification
- The University of Montana - Bachelor in Business Administration, Finance
- Yale University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 24
- CFA
- CPA
- Series 55
- +70 subjects

Barrett: Mount Pleasant Series 24 course instructor
...I consider my own success to be helping my students along a journey to attaining their respective goals. But that journey begins with a first step, at times a humbling step. As a coach and mentor, I value my role as your trusted resource in helping you take those initial steps on your journey to...
Education & Certification
- Florida International University - Bachelor of Science, Criminal Justice
- Louisiana State University and Agricultural Mechanical College - Doctor of Laws, Law Enforcement Administration
Subject Expertise
- Series 24
- Series 79
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +20 subjects

Edward: Mount Pleasant Series 24 course instructor
...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...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 24
- Series 65
- Series 26
- Series 7 - General Securities Representative Exam (Stockbroker)
- +26 subjects

James: Mount Pleasant Series 24 course instructor
...as a licensed stock, commodity, and insurance broker, earning the position of 2nd Vice President of Investments. By 1987, I had founded AISCO Holdings, Ltd., where I served as its Chief Executive Officer (CEO) and its Chairman of the Board. During my tenure, I held, among others, SEC Series Licenses 3, 4, 7, 15, 24,...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 24
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 3
- +24 subjects

Victoria: Mount Pleasant Series 24 course instructor
...complex exams, 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...
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 24
- Series 23
- Series 52
- CFP
- +35 subjects

Dennis: Mount Pleasant Series 24 course instructor
...managerial accounting, finance, investments, FINRA licenses (SIE, Series 7 and 24). Practitioner and teacher, bonds and stock, trader, analyst and writer. I started at the NY brokerage firm Bear Stearns at 17 years old and earned some licenses along the way (7, 63, 55 and 24 supervisory principal). Life is easiest when armed with a...
Education & Certification
- Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
Subject Expertise
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- Series 63
- +49 subjects

Hal: Mount Pleasant Series 24 course instructor
...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 Securities...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 24
- Series 10
- CFP
- Series 9
- +171 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 10
- SIE
- +16 subjects

Michael: Mount Pleasant Series 24 course instructor
...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 and...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 24
- Series 65
- Series 63
- SIE
- +12 subjects

Karen: Mount Pleasant Series 24 course instructor
...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...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 24
- Series 6
- Series 66
- Series 87
- +24 subjects

Nancy: Mount Pleasant Series 24 course instructor
...economics major with an MBA, and as former investment banker with many years of experience there (now retired), I enjoy teaching finance, accounting, and econ as well as the various secrutities licensing tests. But my avocations are history and literature and I love teaching them as well--whether through assisting with regular school homework and test...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 24
- Series 7
- Series 66
- Series 65
- +85 subjects