Jim: Saskatoon Series 53 test prep instructor
...and mentorship to every student I work with. I hold a Bachelor's degree from the University of WisconsinStout and a Finance degree from Madison Area Technical College, and I have spent much of my career leading teams and supporting individuals preparing for a wide range of FINRA securities licenses. My teaching philosophy centers on creating...
Education & Certification
- University of Wisconsin – Stout - Bachelor's, Hotel & Restaurant Management
Subject Expertise
- Series 53
- SIE
- Series 3
- Series 10
- +11 subjects
Aaron: Saskatoon Series 53 test prep instructor
...perfect my craft. I believe a lot of work done by financial professionals is noble, they have the ability to help others retire comfortably, protect themselves 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...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 53
- Series 4
- Series 24
- Series 65
- +7 subjects
James: Saskatoon Series 53 test prep instructor
...in annual revenues, with over $700 million in customer assets under management, and employed approximately 300 licensed personnel. I coordinated and managed all functions of the holding company and its subsidiaries, which included a national brokerage firm, a commodity firm, an insurance firm, a market-making brokerage firm, and a facilities company. My responsibilities included all...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 53
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +24 subjects
Victoria: Saskatoon Series 53 test prep instructor
...series 7, 66, 51, 24, and 2-15. I am passionate about personal financial literacy and have previously taught financial literacy classes to high school students. While I tutor a broad range of subjects, I am most passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex exams,...
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 53
- CFP
- Series 65
- Series 6
- +35 subjects
Jim: Saskatoon Series 53 test prep instructor
...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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Subject Expertise
- Series 53
- Series 24
- Series 4
- SIE
- +16 subjects