Blake: Series 65 course instructor
...that is what has helped me in my life and career the most: someone coming alongside me and helping me with things I didn't even know I didn't know. I strive to teach and help in a relevant, understandable, and helpful way. I attended Oakland University on a full-tuition academic scholarship and majored in finance and minored in accounting. After working in the financial planning industry for 4 years, I became one of the youngest...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- SIE
- CFP
- ACT Study Skills and Organization
- +71 subjects
Harvey: Series 65 course instructor
...in Berkeley as well as Lockheed Aerospace Division before starting a computer consulting company (40 plus years). I have worked for many years as a computer consultant including managing large networks, doing cybersecurity and various types of programming especially iPhone and iPad development using Swift and Xcode. I also have a horticulture degree and have taught organic gardening at the middle school and high school levels. I am currently tutoring students in AP Physics (AP...
Education & Certification
- University of California-Berkeley - Bachelor of Science, Physics
- Santa Clara University - Masters in Business Administration, Marketing
Subject Expertise
- Series 65
- FINRA - Financial Industry Regulatory Authority
- Series 63
- Graduate Test Prep
- +107 subjects
Scot: Series 65 course instructor
...State University. I received my degree in Marketing in 2010 and became a licensed financial advisor in June of 2011. In February of 2017, I co-founded my financial planning firm, Providers & Families Wealth Management, with my wife, Lindsey; and in December of that year, I became a CERTIFIED FINANCIAL PLANNER. The most influential teachers in my life provided an engaging and entertaining learning experience, and I strongly believe that these are very important characteristics...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 24
- Series 9
- Series 4
- +12 subjects
Luke: Series 65 course instructor
Greetings. I am 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 you over the finish line and pass! Look forward to meeting you.
Education & Certification
- Shippensburg University of Pennsylvania - Bachelor of Science, Business, General
- University of Pittsburgh-Pittsburgh Campus - Master of Science, Business, General
Subject Expertise
- Series 65
- Series 63
- Series 6
- Series 7
- +5 subjects
David: Series 65 course instructor
Independent Financial Advisor and Political Junkie. If you need to pass your series exams or need to learn about our political system here in The United States I'm your guy!
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- Series 65
- Series 63
- SIE
- Series 66
- +9 subjects
Aleta: Series 65 course instructor
...in the financial services industry, I have passionately seen my primary role as an educator. This is equally important to me as a tutor. During my career, I obtained the Certified Series 7, 6, 63, and 65 and the Life, Health, Annuities and Variable Contracts Producer License within various states. I also hold an MBA in finance. I own a financial consulting firm providing financial coaching, financial educational presentations/events, academic instruction and money management skills...
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 24
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +27 subjects
Gary: Series 65 course instructor
I tutor securities licensing exam prep courses for NASAA & FINRA registrations (Series 6,7,63,65,66 and a few others). I own a financial practice, hold the Series 65 and a CRPC designation, and my experience, knowledge and research are current and relevant.
Education & Certification
- Columbia College - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 26
- Insurance License
- Series 15 - Foreign Currency Options Exam
- +72 subjects
Sarah: Series 65 course instructor
...mental blocks. My flexibility and deep understanding of exam content stem from years of close collaboration with students across various categories. I am dedicated to being available for my students, offering the flexibility to learn at their own pace, whether that means intensive preparation in a month or a more gradual, step-by-step approach. My goal is to provide unwavering support and assistance, helping you conquer your test and advance in your career and achievements. Let's...
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 65
- CFP
- Series 63
- Series 6
- +36 subjects
Nhan: Series 65 course instructor
...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 and rational approach to learning, where individual problem can be tackle using all available resources. By identify what works for each student, I...
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 65
- Series 24
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +78 subjects
Vincent : Series 65 course instructor
...Financial Advisor, MBA Graduate, and Lifelong Learner. I have successfully taken and passed the Securities Industry Essentials (SIE), the General Securities Representative (Series 7), the Uniform Securities Agent State Law (Series 63), and the Uniform Investment Advisor Law (Series 65) examinations. Due to my experience in financial services, I will be able to incorporate real-world examples into my sessions in order to help students grasp and understand the material at hand. Let's get started!
Education & Certification
- University of Central Florida - Bachelor of Science, Business and Managerial Economics
- Georgian Court University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 63
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +14 subjects
Robin: Series 65 course instructor
...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 am deeply involved in relationship management and business development, which keeps me connected to the practical applications of the subjects I teach. I have...
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 65
- Series 7
- Series 66
- Series 63
- +23 subjects
Mark: Series 65 course instructor
...The Life, Health and P&C Insurance test The 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 and HOW TO STUDY FROM THE QUESTIONS. Bilingual in SPANISH P.S. I have...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 65
- Insurance License
- NMLS - Nationwide Mortgage Licensing System
- Series 86
- +73 subjects
Claudio: Series 65 course 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 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- Series 7
- +34 subjects
Brendan Daniel : Series 65 course instructor
...for my digital asset hedge fund. I focus on the fund's DeFi investment strategy, blockchain research, and protocol risk management. For students, (and interns), I have taught solidity, python, CFA level 1 and 2 material, Series 7, 63, and 65. I have also taught financial modeling, smart contract development, data analysis, and machine learning model development in python. (CFA material includes micro/macro economics, financial statement analysis, equity/fixed income valuation, derivatives, portfolio management and theory, alternative...
Subject Expertise
- Series 65
- Series 10
- Series 66
- Series 16
- +62 subjects
Eric: Series 65 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 65
- Series 86
- Series 22
- Series 72
- +16 subjects
Nancy: Series 65 course instructor
...subjects. As a college economics major with an MBA, and as former investment banker with many years of experience there (now retired), I enjoy teaching finance, accounting, and econ as well as the various secrutities licensing tests. But my avocations are history and literature and I love teaching them as well--whether through assisting with regular school homework and test preparation, or through SAT/ACT prep, or through AP/SAT subject test prep in English Literature, Human Geography,...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 63
- Series 24
- SIE
- +85 subjects
David: Series 65 course instructor
...M.B.A in Finance from the Rochester Institute of Technology where I had a research assistantship and completed a 6 month Co-op Education position with IBM. I still play golf, belong to a backgammon club, and help manage my parents Charitable Remainder Trust investments. I spent 2 years tutoring elementary children reading and writing and have just joined a high school/college mentoring program in the area. I believe I can help students who may not have the...
Education & Certification
- Hobart William Smith Colleges - Bachelor in Arts, Economics
- Rochester Institute of Technology - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- CPA
- Series 7
- Series 66
- +151 subjects
Aaron: Series 65 course instructor
...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 to help others in their efforts to do business the right way. My expertise started long ago when I received my Bachelor's in Finance from the University of Nebraska-Omaha. During that time, I...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 65
- Series 53
- Series 4
- Series 7 - General Securities Representative Exam (Stockbroker)
- +7 subjects
Danny: Series 65 course instructor
...help you achieve your goals. I have been a sales leader in the financial services industry for over 25 years and I retired a senior NCO in the Army Reserve serving for 23 years. I've had the pleasure of mentoring training and leading sales people and soldiers most of my adult life and coaching and developing has been my passion. I have the Series 7 license, Series 66, Series 63, Series 24, and Series 9...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 10
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 86
- +11 subjects
Jacquelyn: Series 65 course instructor
...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 licenses, it represents how well you were dedicated, coached, trained, and developed during the process. My experience working one-on-one, in small and large groups...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- Series 65
- ARM - Associate in Risk Management
- RICP - Retirement Income Certified Professional
- Exam FM - Financial Mathematics
- +18 subjects