David: Berwyn Series 63 course instructor
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 63
- SIE
- Series 6
- Series 7
- +16 subjects
Hajra: Berwyn Series 63 course instructor
...I have helped and trained fellow colleagues to pass the different FINRA exams. I understand the pressure of learning the materials and then passing the exams in the allotted time frames given. I am passionate about helping people pass the professional exams and achieving their goals. I aim to be a resource to people, and...
Education & Certification
- American International College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 63
- Series 66
- Series 86
- Series 82
- +9 subjects
Mike: Berwyn Series 63 course instructor
Education & Certification
- Milwaukee School of Engineering - Bachelor of Engineering, Electrical Engineering
- Roosevelt University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- CFP
- CFA
- Series 7
- +84 subjects
Kristin: Berwyn Series 63 course instructor
I just obtained my licenses within the last year: 6, 63, 66, 7. While my employer provided me with the books, I was not given study support which I think would have been incredibly helpful to me. I look forward to helping you pass on your first try!
Education & Certification
- Eastern Illinois University - Bachelor of Science, Special Products Marketing Operations
- Lewis University - Masters in Business Administration, Agricultural Business
Subject Expertise
- Series 63
- Series 7
- Series 66
- SIE
- +1 subjects
Aaron: Berwyn Series 63 course instructor
...private equity. During college, I was a teaching assistant for courses covering investment banking, political economy and macro- and microeconomics, the last of which I also led study groups for. I was further nominated by my professors to lead study groups in statistics and intermediate mathematical microeconomics. I have worked, both formally and informally, providing...
Education & Certification
- Bucknell University - Bachelor in Business Administration, Accounting and Finance
Subject Expertise
- Series 63
- SIE
- Series 79
- High School Accounting
- +31 subjects
Bryan: Berwyn Series 63 course instructor
...within the industry since 2018. While I tutor a variety of subjects, I especially enjoy helping students with the material covered in FINRA Licensing Exams (SIE, Series 7, Series 63/66). In my experience helping students prepare for Licensing Exams, I have enjoyed seeing learners become more confident in their knowledge of financial products, industry regulations,...
Education & Certification
- University of Utah - Bachelor in Arts, Finance
Subject Expertise
- Series 63
- FINRA - Financial Industry Regulatory Authority
- Series 7
- Series 66
- +5 subjects
Sarah: Berwyn Series 63 course instructor
...a variety of accessible learning portals, eliminating the need for additional expenses on materials. My extensive resource library includes both my own unique materials and traditional ones (Kaplan, PassPerfect, and Achievable), ensuring a comprehensive learning experience. As a financial advisor and recent MBA graduate, I've been trained to cater to a wide range of learning...
Education & Certification
- University of upper Iowa - Bachelor in Business Administration, Business Administration and Management
- University of Wisconsin-Madison - Masters in Business Administration, Accounting and Business Management
Subject Expertise
- Series 63
- SIE
- Series 6
- CFP
- +36 subjects
Nhan: Berwyn Series 63 course instructor
...Auditing. I am expected to finish my second Master in Fall of 2019, and I will start my Doctorate program for Business and Corporate Strategies in August 2019. My primary areas of focus are Finra licensing, such as Series 7 and Series 65, along with Economics, Finance and General Accounting. I believe in a thorough...
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- CPA
- +78 subjects
Ben: Berwyn Series 63 course instructor
...strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA, FRM
Education & Certification
- University of Amsterdam - Bachelor of Economics, Economics
- University of Southern California - Masters in Business Administration, Economics
Subject Expertise
- Series 63
- Series 24
- Series 15 - Foreign Currency Options Exam
- Series 5 - Interest Rate Options Exams
- +39 subjects
Mark: Berwyn Series 63 course instructor
...Real Estate Agent and the Real Estate Broker test TEST TAKING SKILLS are a vital part of passing any test I will demonstrate how. PRACTICE QUESTIONS - The more the better. As you are taking the test... I will show you how to build a POSITIVE ATTITUDE. The key is: HOW TO READ THE QUESTIONS...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 63
- Series 10
- Series 9
- Real Estate License
- +73 subjects
Garth: Berwyn Series 63 course instructor
...63, Series 24, and Series 66 registered in all 53 jurisdictions. In previous roles, I was responsible for mentoring and supporting associates tasked with passing various FINRA licenses, as well as the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning Counselor (CRPC). I have experience working with first time test takers...
Education & Certification
- Lebanon Valley College - Bachelor of Science, Business Administration and Management
- Loyola University Maryland - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFP
- Series 65
- +26 subjects
Ben: Berwyn Series 63 course instructor
...service clubs, campus choir, and I also volunteered my time at the local Boys and Girls club to assist the kiddos with their homework assignments. Upon graduation, I began a career as a financial professional, where I advised families, individuals, and businesses by taking complex (and often confusing) financial subject matter and breaking them down...
Education & Certification
- Lee University - Bachelor of Science, Health Services Administration
Subject Expertise
- Series 63
- Series 6
- SIE
- Algebra 2
- +45 subjects
Luke: Berwyn Series 63 course instructor
...a Financial Advisor who has been a trader at Vanguard and a trainer at JP Morgan brokerage. My engaging teaching style and years in the business will allow you to separate critical information from the noise on the 7 65 and 66. We can practice together or come up with a personalized strategy to get...
Education & Certification
- Shippensburg University of Pennsylvania - Bachelor of Science, Business, General
- University of Pittsburgh-Pittsburgh Campus - Master of Science, Business, General
Subject Expertise
- Series 63
- Series 7
- Series 65
- FINRA - Financial Industry Regulatory Authority
- +5 subjects
Ramona: Berwyn Series 63 course instructor
...and a Masters in Finance from Patten University. I am a certified project manager and a certified scrum master. I am a financial representative licensed to sell life insurance, stocks, bonds, mutual funds, and variable annuities. I have tutored children from the age of 4 to adults in both reading, math, and finance. My favorite...
Education & Certification
- University of North Florida - Bachelor in Business Administration, Business Administration and Management
- Patten University - Masters in Business Administration, Finance
Subject Expertise
- Series 63
- Series 6
- Series 23
- PMP
- +16 subjects
David: Berwyn Series 63 course instructor
...financial management, financial planning, product management, project and program leadership. I have served not only as a trainer in the corporate structure but also as a financial educator and a tutor for peers as well as young children. My background in real world situations as well as my educational achievements has prepared me to assist...
Education & Certification
- Clark Atlanta University - Bachelor in Arts, Business Administration and Management
- CUNY Bernard M Baruch College - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 7
- High School Business
- College Accounting
- +14 subjects
Chi-Sun: Berwyn Series 63 course instructor
...get good grades, this will be useless later in life. In my teaching experience, when students actually learn the concepts and logic, not only does their math vastly improve, but they also learn to enjoy math, which is the ultimate goal. My qualifications include excelling at all high school math competitions including finishing second at...
Education & Certification
- Massachusetts Institute of Technology - Bachelor of Science, Computer Science
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Exam P - Probability
- Exam STAM - Short-Term Actuarial Mathematics
- +112 subjects
Robin: Berwyn Series 63 course instructor
Senior Associate in Equity Research | UCLA Economics/Finance Alumni To me, Finance is the intersection between art and science.
Education & Certification
- University of California-Los Angeles - Bachelor of Science, Economics
Subject Expertise
- Series 63
- FINRA - Financial Industry Regulatory Authority
- CFA
- Series 87
- +10 subjects
Michael: Berwyn Series 63 course instructor
...approach needed to succeed. My passion for helping students stems from a deep commitment to making this journey as smooth and rewarding as possible. I believe that learning should be engaging and memorable. That's why I bring a creative approach to my tutoring, using fun and innovative methods to simplify complex concepts and make exam...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 63
- Series 7
- Series 10
- Series 79
- +12 subjects
Eric: Berwyn Series 63 course instructor
My passion is helping to educate my clients in the areas they need assistance with. As a financial advisor and investment advisor representative, this is what I do on a daily basis, and I look forward to helping you accomplish your goals.
Education & Certification
- Appalachian State University - Bachelor of Science, Psychology
- University of Hartford - Master of Science, Industrial and Organizational Psychology
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 22
- Insurance License
- +16 subjects
Jacquelyn: Berwyn Series 63 course instructor
...goals. 1. Parenting my children at home on how to do well in class and on tests. 2. Advising employees on how to study to obtain professional licenses to achieve passing scores. It has been a great accomplishment for me. When your children graduate with Honors, and your student employees perform well to obtain professional...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- Series 63
- Series 24
- WMCP - Wealth Management Certified Professional
- Series 79
- +18 subjects