Top Series 53 Tutors serving Leeds
James: Leeds Series 53 tutor
...Express. At that firm I worked 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...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 53
- FINRA - Financial Industry Regulatory Authority
- Series 27
- Series 66
- +24 subjects
Aaron: Leeds Series 53 tutor
...I've earned the Behavioral Financial Advisor (BFA) designation and the Retirement Income Certified Professional (RICP) designation. I've worked in several industry roles from client service, back office roles, compliance, management, personal advising and planning and retirement consulting. When I'm not focusing on my craft I enjoy spending time with my family and am an avid...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 53
- Series 65
- Series 24
- Series 66
- +7 subjects
Victoria: Leeds Series 53 tutor
...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, we always seem to have the most success when we have discovered the student's learning style and thought-process. I...
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 24
- +35 subjects
Jim: Leeds Series 53 tutor
...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 a supportive, engaging learning environment where students feel confident asking questions, taking risks, and discovering their strengths. I tailor...
Education & Certification
- University of Wisconsin – Stout - Bachelor's, Hotel & Restaurant Management
- Madison Area Technical College - Associate in Science, Finance
Subject Expertise
- Series 53
- Series 24
- Series 66
- Series 55
- +11 subjects
Jim: Leeds Series 53 tutor
...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 is to have the student...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Subject Expertise
- Series 53
- Series 63
- Series 66
- Series 24
- +16 subjects
Private Series 53 Tutoring in Leeds
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