Peter: Series 27 course instructor
...a world where it is a "win win," meaning you help others with their finances and make money doing so. These licenses are so valuable, that you have the potential to make as much money, if not more money than doctors and lawyers. You do not need a secondary degree, you just need to pass the tests. You would want me as at tutor mainly because of my experience. My expertise is in OPTIONS and...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 27
- Series 10
- Series 9
- IBEW - International Brotherhood of Electrical Workers
- +42 subjects
Mary: Series 27 course instructor
...trading and risk management becoming a floor member of the Philadelphia Stock Exchange trading single stock options and futures. My training began in the trading pit, side by side senior traders for whom I would be responsible for tracking delta positions, hedging trades, communicating with the partners, and learning options theory to prepare for a three-week intensive in house options course in Chicago with a peer group. We were close-knit, collaborative and hand-picked for what...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 27
- SIE
- Series 87
- CAIA
- +109 subjects
James: Series 27 course instructor
...My specialty has been, and continues to be, the founding and growing of companies and the application of technology to business enterprises. From 1979 to present I was involved in numerous entrepreneurial ventures, both public and private, with responsibilities spanning the spectrum from executive administrative tasks to chairing Boards of Directors. I attended the University of Illinois where I earned a Bachelor's degree (in only 5 semesters) in Business Administration and graduated Summa Cum Laude...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 27
- Series 66
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- +24 subjects
Jim: Series 27 course instructor
...a good understanding of many different 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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Subject Expertise
- Series 27
- Series 6
- Series 7
- Series 65
- +16 subjects