Eduardo: Oakland Series 4 course instructor
...finance and public policy, holding a degree that has equipped me with a strong analytical foundation. With over 6 years of tutoring experience, both in-person and online, I specialize in Professional Certifications in Finance, sociology, political science, and Spanish, leveraging my fluency in both English and Spanish to connect with students from diverse backgrounds. My teaching philosophy centers on fostering a supportive and engaging learning environment, where I encourage critical thinking and curiosity. I am...
Education & Certification
- University of Central Florida - Bachelor in Arts, Political Science and Government
Subject Expertise
- Series 4
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 99
- TEFL - Teaching English as a Foreign Language
- +94 subjects
James: Oakland Series 4 course instructor
...where I earned a Bachelor's degree (in only 5 semesters) in Business Administration and graduated Summa Cum Laude (1978). During that time period I helped establish my first financial conglomerate, including a mutual fund, an NASD sales and investment advisory firm, and a transfer agent. In 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...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 4
- Series 66
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- +24 subjects
Daniel: Oakland Series 4 course instructor
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
Subject Expertise
- Series 4
- Series 10
- Series 7
- Series 63
- +4 subjects
Peter: Oakland Series 4 course instructor
...tests. You would want me as at tutor mainly because of my experience. My expertise is in OPTIONS and MARGIN. I started a broker-dealer from scratch, was a manager of other reps, and was a producer. To see my career path including all the licenses I 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...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 4
- Series 79
- Series 63
- Series 53
- +42 subjects
Aaron: Oakland Series 4 course instructor
...to do business and I strive to help others in their efforts to do business the right way. My expertise started long ago when I received my Bachelor's in Finance from the University of Nebraska-Omaha. During that time, I obtained my Series 7 and 66 licenses. 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...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 4
- Series 24
- Series 7
- CFP
- +7 subjects
Michael: Oakland Series 4 course instructor
...client to fill and not held means the order is at my discretion to pick the price. Here we traded large institutional size orders of every strategy for the banks client who are sophisticated hedge funds, asset managers and clients were desks in a bank who used me instead of their in-house trading desks. I have been involved in quantitative portfolio management recently designing customized passive investment strategies for state pension funds using quantitative data...
Education & Certification
- Long Island University-C W Post Campus - Bachelor of Science, Finance
- CUNY Bernard M Baruch College - Master of Science, Finance
Subject Expertise
- Series 4
- Series 63
- Series 3
- Series 44 - NYSE Arca Options Market Maker Exam
- +14 subjects
Daniel: Oakland Series 4 course instructor
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
Subject Expertise
- Series 4
- ChFC - Chartered Financial Consultant
- CLU - Chartered Life Underwriter
- FINRA - Financial Industry Regulatory Authority
- +25 subjects
Jim: Oakland Series 4 course instructor
...industry for over 20 years and have 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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Subject Expertise
- Series 4
- Series 24
- Series 6
- Series 53
- +16 subjects