Jacquelyn: Windsor Series 63 test prep instructor
...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 licenses, it represents how well you were dedicated, coached, trained, and developed during the process....
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- Series 63
- Series 65
- Series 66
- ARM-P - Associate in Risk Management for Public Entities
- +18 subjects
Carlyle: Windsor Series 63 test prep instructor
...am a licensed financial services professional and have working in investment banking (including research) for many years. In addition, I have been tutoring test prep for specific standardized assessments for professional certifications (FINRA exams), admissions to undergraduate, graduate, and professional schools for 15 years or so, and my students have found my method quite effective....
Education & Certification
- Northwestern University - Bachelor in Arts, Psychology
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- Series 66
- +70 subjects
James: Windsor Series 63 test prep instructor
...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,...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 63
- Series 53
- Series 5 - Interest Rate Options Exams
- FINRA - Financial Industry Regulatory Authority
- +24 subjects
Ben: Windsor Series 63 test prep instructor
...demonstrate principles being taught. No one knows it all and we all need help. If you're looking for an edge in any of the areas of my expertise, invest in your future and let me help you get there faster and stronger. ------------------- My life mission has been analyzing the past in order to change...
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 7
- Series 24
- AP Macroeconomics
- +43 subjects
Myles: Windsor Series 63 test prep instructor
...Retirement Planning Counselor and Certified Financial Planner. Because of the study habits I was taught, I was able to pass all exams on my first attempt and in a relatively short time frame. I hope to pass on to more students the study habits that I was blessed to be taught from some of the...
Education & Certification
- Lamar University - Bachelor in Arts, Communication, General
Subject Expertise
- Series 63
- Series 66
- Series 7
- Series 65
- +4 subjects
Roman: Windsor Series 63 test prep instructor
...Life Ins, Health Ins, and LTC Ins - And I've passed all of them on the first attempt. I've actually passed the Series 7 twice! I'm passionate about personal finance and love helping others understand the concepts needed to pass these exams. Finance is a great field to work in, so I truly enjoy whenever...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- Series 63
- Series 66
- FINRA - Financial Industry Regulatory Authority
- American Council on Exercise (ACE)
- +60 subjects
Andrew: Windsor Series 63 test prep instructor
...Federal Reserve Board of Governors, investment banks, and a private equity firm; so, I have experience in the applied application of academic theory. I am adept at teaching economics and finance, as well as topics in math, statistics, business administration, and standardized testing including several of the Series Exams. My teaching philosophy begins with understanding...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 63
- Series 55
- Series 56 - Proprietary Trader Qualification Exam
- CPA
- +70 subjects
Peter: Windsor Series 63 test prep instructor
...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...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 63
- Series 53
- Series 15 - Foreign Currency Options Exam
- Insurance License
- +42 subjects
James: Windsor 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 57
- Series 10
- SIE
- +25 subjects
Garth: Windsor Series 63 test prep instructor
...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 as well as students who require multiple attempts. Additionally, my background prepares me to...
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 66
- Series 6
- Series 65
- +26 subjects
Brian: Windsor Series 63 test prep instructor
...Studies with honors. I have a graduate degree from the Stonier Graduate School of Banking as well. I started a financial consulting business while in college then sold it a few years out of college. I became a US Marine. Over the next 15 years combined, I worked for two top 5 US Banks and...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 63
- Series 10
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- +22 subjects
Ben: Windsor Series 63 test prep instructor
...portfolio manager, 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 79
- Series 7
- Series 3
- +38 subjects
Kevin: Windsor Series 63 test prep instructor
...(Olin School of Business: Finance emphasis) and also received my Bachelor of Science in Accounting from Truman State University. Both students and parents say that I help students succeed and realize their own potential with improved confidence, grades and test scores. Because I have over 20 years of "real life" professional experience and have traveled...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 63
- Series 7
- SIE
- Series 30
- +41 subjects
Warrick: Windsor Series 63 test prep instructor
...way that suits their learning style, whether visual or auditory. I make an earnest attempt to allow the student to learn in a fashion that is most effective in promoting retention and understanding. I will show much patience and empathy. I will never forget the days when I was a student in need of help.
Education & Certification
- The University of Florida - Bachelor in Business Administration, Finance
Subject Expertise
- Series 63
- Series 6
- Series 52
- SIE
- +26 subjects
Howard: Windsor Series 63 test prep instructor
Knowledge is power. If you need to help better understand the Series 7, 63 or 65 , consider me. My score on the Series 7 was 92.
Education & Certification
- Tulane University of Louisiana - Bachelor of Science, Biology, General
Subject Expertise
- Series 63
- Series 79
- Insurance License
- Series 9
- +23 subjects
Evan: Windsor Series 63 test prep instructor
...I subsequently passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I served as a Director of Finance for a Private Equity owned enterprise. I have helped many students in statistics, economics,...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 63
- Series 66
- Series 65
- FINRA - Financial Industry Regulatory Authority
- +27 subjects
Michael: Windsor Series 63 test prep instructor
...at a local airport where I teach ground school and flight to student pilots. I really like teaching in general, and enjoy when I can learn something and then pass it on to others. That is what brought me to earn my PhD and my flight instructor certificate, allowing me to teach various areas in...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 63
- Series 65
- Series 24
- Series 66
- +16 subjects
Christopher: Windsor Series 63 test prep instructor
...love helping others, and I love math and finance! Especially the ins and outs of the stock market! I went to school for electrical engineering, but my passion has always been in finance. I have had experience trading stocks on my own, and eventually used that knowledge to become licensed (SIE, Series 7, Series 63)...
Education & Certification
- Chattahoochee Technical College - Associate in Science, Biomedical Engineering
Subject Expertise
- Series 63
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Competition Math
- +7 subjects
Dennis: Windsor Series 63 test prep instructor
...way (7, 63, 55 and 24 supervisory principal). Life is easiest when armed with a variety of skill sets. So learn a little of everything but specialize in something that you feel like learning, even if there will be no test or recognition. Your education is really for yourself and those you will affect from...
Education & Certification
- Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- Series 7
- +49 subjects
Michael: Windsor Series 63 test prep instructor
...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 content stick. By turning challenging material into engaging lessons, I strive to build not...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 63
- CFP
- Series 79
- Series 9
- +12 subjects