Michael: Series 4 test prep instructor
...risk reversals and many other strategies either on a held or not held basis. Held means I am given the price by the 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...
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 44 - NYSE Arca Options Market Maker Exam
- Series 7 - General Securities Representative Exam (Stockbroker)
- +14 subjects
Aaron: Series 4 test prep instructor
...and loved ones against unfortunate circumstances, help others as well as many other goals they have. I believe there is a right way 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...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 4
- Series 65
- Series 66
- CFP
- +7 subjects
Daniel: Series 4 test prep 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 24
- Series 7
- +4 subjects
Daniel: Series 4 test prep 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
- Series 6
- Series 66
- CPA
- +25 subjects
Peter: Series 4 test prep instructor
...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 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:...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 4
- CPA
- Series 57
- SIE
- +42 subjects
James: Series 4 test prep instructor
...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 (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...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 4
- Series 7
- Series 24
- FINRA - Financial Industry Regulatory Authority
- +24 subjects
Jim: Series 4 test prep instructor
...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 goal...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Subject Expertise
- Series 4
- Series 65
- Series 63
- Series 27
- +16 subjects
Sakshi: Series 4 test prep instructor
...in Math, English, and Business accessible and engaging for my students. My teaching philosophy centers around fostering a collaborative and interactive learning environment, where I break down challenging topics using real-world examples and case-based learning. I believe in the power of personal finance education, helping students understand budgeting and investment to empower their decision-making. My passion for teaching is rooted in my love for learning and connecting with students, ensuring they not only grasp the...
Education & Certification
- Queen's University - Masters in Business Administration, Business, General
Subject Expertise
- Series 4
- TESOL - Teaching English to Speakers of Other Languages
- Series 38
- Series 16
- +498 subjects