Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 63
- Series 65
- Series 10
- Series 9
- +16 subjects

Hajra: Schaumburg Series 63 test prep instructor
...that I also have over 9 years of professional experience, holding various positions within the finance sector. In my professional setting 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,...
Education & Certification
- American International College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 63
- Series 27
- Series 82
- SIE
- +9 subjects

Kristin: Schaumburg Series 63 test prep 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 66
- Series 7
- SIE
- +1 subjects
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
- CFA
- Series 7 - General Securities Representative Exam (Stockbroker)
- Real Estate License
- +84 subjects

Casey: Schaumburg Series 63 test prep instructor
...and a concentration in Management. Since graduation, I have worked as an accountant and registered financial broker. I have developed a passion for training others and helping them gain the knowledge they need to grow within their careers. While I have most of my experience in the business world, I believe that a strong understanding in Math can lay the groundwork for building the life of your dreams. In my spare time, I enjoy cooking,...
Education & Certification
- Florida Atlantic University - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 10
- Series 86
- Series 24
- +25 subjects

Raul: Schaumburg Series 63 test prep instructor
...a diverse background that includes experience as a college professor and a music educator in public schools. With a Doctorate in Music from the University of Nebraska-Lincoln and various teaching certifications across multiple states, I have over 20 years of teaching experience. My passion lies in fostering a supportive learning environment where I can help students achieve their academic and personal goals. I utilize a student-centered approach that emphasizes understanding individual learning styles, ensuring that...
Education & Certification
- Tarleton State University - Bachelor in Arts, Music Teacher Education
- University of Nevada-Las Vegas - Master of Arts, Music
- Chapman University - Masters in Education, Education
- University of Nebraska-Lincoln - Doctor of Philosophy, Music
- Alfred University - Masters in Business Administration, Business, General
Subject Expertise
- Series 63
- Series 7
- PRAXIS
- Series 66
- +24 subjects

Heberto: Schaumburg Series 63 test prep instructor
...my experience helping students prepare for Standardized Tests, I like to focus on the writing and math assessments, as those tend to be challenging to many students. I believe in ensuring students are able to think independently and have the confidence to understand the material. I believe the subjects I tutor are necessary for students to succeed and I want to impart what I know to students. In my spare time, I enjoy reading about...
Education & Certification
- University of Colorado Boulder - Bachelor of Science, Economics
- Harvard University - Master of Science, Public Policy Analysis
Subject Expertise
- Series 63
- SIE
- Series 79
- CFA
- +40 subjects
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- Series 63
- Series 66
- SIE
- Series 7
- +9 subjects

Robin: Schaumburg Series 63 test prep instructor
...suit their unique needs. I hold an MBA from Stetson University and a B.A. from the University of British Columbia. I tutor subjects related to finance, business, and preparation for FINRA certifications (Series 6, 7, 63, 65 and 66). My teaching philosophy revolves around fostering critical thinking, encouraging open communication, and making complex concepts accessible. I aim to create an interactive learning environment where students feel supported and motivated to succeed. Outside of academia, I...
Education & Certification
- University of British Columbia - Bachelor in Arts, Psychology
- Daytona State College - Associate in Arts, Accounting
- Stetson University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 6
- SIE
- Series 7
- +23 subjects

Dana: Schaumburg Series 63 test prep instructor
Dana Johnson is a Business Instructor, Bitcoin enthusiast, Motivator, and a Financial Consultant who started his career in the music business after graduating from the American College of Switzerland. He also worked as a Financial Advisor for JP Morgan Chase, Merrill Lynch, and Santander Bank before starting his own firm Johnson Capital Global Advisory.
Education & Certification
- American College of Switzerland - Bachelor in Arts, Economics
- New York University - Master of Arts, Music Management and Merchandising
Subject Expertise
- Series 63
- Series 31
- Series 65
- Insurance License
- +27 subjects

Joshuah: Schaumburg Series 63 test prep instructor
...Series 63, 65, and 7 on the first attempts, and have passed the Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost, I will make sure that we progress with content at a speed that fits you until you are confident for test day. There are no...
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFA
- Series 79
- +14 subjects

Karen: Schaumburg Series 63 test prep instructor
...Ashwood University in business administration. In addition, I hold an English teaching certificate. Since I graduated, I've taught or coached in several areas. However, my primary focus has been on Series licensing. I help students with all licenses such as SIE, 6, 63, 7 65.66, 24 and many more. Many students struggle with the concepts of the SIE exam. I can break it down for you and relate it to something that makes sense for...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 7
- SIE
- Series 65
- +24 subjects

Ben: Schaumburg Series 63 test prep instructor
...and let me help you get there faster and stronger. ------------------- My life mission has been analyzing the past in order to change the future. My core attributes are analysis, organization, and business communication. I have started and/or managed 6 companies, including marketing research, investment banking, software development, a pension fund, personal care, and a business consulting firm. I have an inquisitive nature, with deep knowledge and interests in business, marketing, demographics, technology and science,...
Education & Certification
- The University of Alabama - Bachelor of Science, Finance
- University of North Carolina at Wilmington - Master in Management, Business Administration and Management
Subject Expertise
- Series 63
- Series 24
- Series 7
- College Political Science
- +43 subjects

Richard: Schaumburg Series 63 test prep instructor
I have been in Finance for 20+ yrs specializing in Investments, Financial Planning and Estate Planning. I enjoy trading, technical analysis and reading/writing about the stock market. I enjoy sharing my years of knowledge and experience with others.
Education & Certification
- Westminster College - Bachelor in Business Administration, Business, General
Subject Expertise
- Series 63
- Series 66
- CPA
- CFP
- +31 subjects

James: Schaumburg Series 63 test prep instructor
As an adjunct professor of finance, I enjoy helping individuals find their way within the finance and business worlds. As a swimming coach, I enjoy helping individuals reach their goals. I am patient and kind and have been in your shoes. I am a strong tutor with the Series 65, 66, and 7.
Education & Certification
- Wittenberg University - Bachelor in Arts, Biology, General
- Baldwin-Wallace College - Masters in Business Administration, Business, General
Subject Expertise
- Series 63
- Series 7
- Series 3
- Insurance License
- +25 subjects

Nana: Schaumburg Series 63 test prep instructor
I signed up to be a tutor because I enjoy helping others achieve their full potential and become the best version of themselves. I have an undergraduate degree in Economics and an MBA. I also have held Series 7 and 63 licenses in the past and currently licensed to sell health and life insurance.I am looking forward to working with you to exceed your goals!
Education & Certification
- Spelman College - Bachelor in Arts, Economics
- KELLOGG SCHOOL OF MANAGEMENT - Masters in Business Administration, Finance
Subject Expertise
- Series 63
- Insurance License
- Series 82
- Series 79
- +42 subjects

Hal: Schaumburg Series 63 test prep instructor
...Public Accountant, Certified Financial Planner, Certified Trust and Investment Advisor, Regulation 144 Specialist, Retirement Planning Specialist, Certified Senior Advisor, and a variety of other qualifications. In 2019, as I began tutoring and realized that it had been decades since I originally passed my securities licensing exams, I took the Securities Industry Essentials Exam (SIE), and retook the Uniform Investment Adviser Law Exam (Series 65), and the National Commodities Futures Exam (Series 3), passing each on...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 63
- Series 87
- Real Estate License - New York
- Series 57
- +171 subjects

Brandy: Schaumburg Series 63 test prep instructor
...I am a Financial Services Rep at a major Brokerage Firm in which I have been with with for two years. Passed each of my tests on the first try. I'm very skilled at teaching. I was previously licensed as a Life Insurance agent (Life Insurance and Annuities). I have a history in the Financial Industry working with Workers Comp Insurance and other Business Insurance. I have a Bachelors degree in Psychology.
Education & Certification
- Bellevue University - Bachelor of Science, Psychology
Subject Expertise
- Series 63
- Series 7
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +1 subjects

Chunhua: Schaumburg Series 63 test prep instructor
...have Ph.D. degree in Management Science and 2 masters degrees as MBA and Master of Science. I also have Loan Officer License, Enrolled Agent license, Life/Health Insurance. I know how to learn effectively and efficiently. I built a financial company which provides one-stop wealth management advisory services. Many years of advisory sales and management services have made me an effective communicator. Tutoring fulfills my passion of sharing my years of experiences and offering guidance to...
Education & Certification
- Wuhan University - Bachelor of Science, Computer and Information Sciences, General
- Wuhan University - Doctor of Philosophy, Management Information Systems
Subject Expertise
- Series 63
- NMLS - Nationwide Mortgage Licensing System
- Insurance License
- Real Estate License
- +7 subjects

Claudio: Schaumburg Series 63 test prep instructor
CFA level 1 candidate with diversified graduate-level education in econometrics, derivatives, corporate finance, economics and financial statement analysis. I am a team player, goal oriented, trustworthy. I am fluent in Spanish and English and I am the former President of the Latino Student Association at BYU- Hawaii. I have been educated in 3 different continents. Registered Representative (Series 7)
Education & Certification
- Brigham Young University-Hawaii - Bachelor of Science, Business Administration and Management
- Trinity College - Master of Science, Finance
Subject Expertise
- Series 63
- Series 65
- Series 66
- Series 7
- +34 subjects