Nicholas: Upper Darby Series 65 test prep instructor
Through almost a decade as a financial planner, I enjoy helping others enter the field and continue to develop their expertise. I tutor the Series 6, 63, 65 and 7 exams and the CFP Board exam.
Education & Certification
- Susquehanna University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 63
- SIE
- Series 7
- +8 subjects
Krista: Upper Darby Series 65 test prep instructor
...a Certified Financial Planner designation. I help candidates studying for their Life/Health, SIE, Series 7, Series 6, Series 66 (63/65), and CFP designations. I am eager to pass on various tips and tricks I have learned for the various exams. I have various study tips and tricks that I have found helpful and previous students...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Business Administration and Management
- Capella University - Masters in Business Administration, Project Management
Subject Expertise
- Series 65
- Series 63
- Series 6
- Series 7
- +18 subjects
Michael: Upper Darby Series 65 test prep instructor
...and a PhD in Finance from Capella University. Since earning my PhD in 2020, I have been instructing at three online universities, teaching finance, accounting, and emergency management. I am also a Commercial Pilot and Certified Flight Instructor at a local airport where I teach ground school and flight to student pilots. I really like...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 65
- Series 63
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- +16 subjects
Jim: Upper Darby Series 65 test prep instructor
...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 pass...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 4
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 27
- +16 subjects
Jarrett: Upper Darby Series 65 test prep instructor
...I received my Master's in Business Administration and my life hasn't been the same since. After graduation I began a career in finance and banking. Along the way I have been a financial advisor, licensed stock broker, and a district executive for a regional bank. Currently I am working as an analyst for a digital...
Education & Certification
- University of Phoenix-Philadelphia Campus - Bachelor of Science, Management Science
- University of Phoenix-Philadelphia Campus - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 63
- Series 7
- Series 6
- +20 subjects
Myles: Upper Darby Series 65 test prep instructor
...in banking to pursue my love for finance. My professional journey in banking, investments, and business ownership, has led me to acquire the Series 7, 65, 63, SIE, and Life Insurance licenses. In addition, I am a Chartered Retirement Planning Counselor and Certified Financial Planner. Because of the study habits I was taught, I was...
Education & Certification
- Lamar University - Bachelor in Arts, Communication, General
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- Series 63
- +4 subjects
Harvey: Upper Darby Series 65 test prep instructor
...years and have been teaching for many years. I have a degree in Physics from the University of California at Berkeley. I worked at Lawrence Radiation Labs 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...
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
- AP Calculus AB
- +102 subjects
Daniel: Upper Darby Series 65 test prep instructor
...all subjects because the pursuit of knowledge is something I am passionate about and I love to share that passion with my students! My teaching philosophy and style has always been one of flexibility. As a philosopher and lawyer, I have discovered that there is no true one size fits all so I meet with...
Education & Certification
- Illinois State University - Bachelor in Arts, Philosophy
- College of William and Mary - Juris Doctor, Legal Studies
Subject Expertise
- Series 65
- Bar Exam
- Florida Bar Exam
- SAT Verbal
- +53 subjects
Jorge: Upper Darby Series 65 test prep instructor
...Planning from Bryant University. Preparing for a certification exam can be a daunting and stressful experience. I strive to help my students isolate their strengths and weaknesses, then help them construct a plan to approach the material in a disciplined and structured manner. By doing so, they gain confidence and focus on maximizing their efforts...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- Series 65
- Series 55
- Series 63
- Insurance License
- +38 subjects
Karen: Upper Darby Series 65 test prep instructor
...master's degree from 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...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 63
- Real Estate License
- Series 99
- +24 subjects
Isaac: Upper Darby Series 65 test prep instructor
...or on the same career path understand a concept that previously was difficult to grasp. I have been educating my clients for years on the following topics - retirement, tax, insurance, estate, and investment planning. I am patient and understand that people have different ways of understanding things. I can adapt my language to help...
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Insurance License
- SIE
- Series 6
- +9 subjects
Stephen: Upper Darby Series 65 test prep instructor
...I bring over two years of tutoring experience in subjects such as macroeconomics and personal finance. My diverse background in banking, real estate, and investments fuels my passion for teaching essential financial concepts that are often overlooked in traditional education. I believe in a student-centered approach, tailoring my methods to accommodate different learning styles, whether...
Education & Certification
- Rollins College - Master's/Graduate, Business Adm/Finance
Subject Expertise
- Series 65
- SIE
- CFP
- Real Estate License
- +21 subjects
Warrick: Upper Darby Series 65 test prep instructor
...focuses on allowing them to learn in a 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...
Education & Certification
- The University of Florida - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- Series 6
- Series 86
- Series 66
- +25 subjects
Aaron: Upper Darby Series 65 test prep instructor
...the financial realm; and to this day, constantly work to perfect my craft. I believe a lot of work done by financial professionals 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...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 4
- Series 53
- +7 subjects
David: Upper Darby Series 65 test prep instructor
...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...
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
- Insurance License
- +151 subjects
Gary: Upper Darby Series 65 test prep 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
- Insurance License
- Series 47 - Japanese Module of the General Securities Exam
- Series 11
- +72 subjects
William: Upper Darby Series 65 test prep instructor
...and over two years of tutoring experience, I am passionate about making complex financial concepts accessible to all. My tutoring focuses on subjects such as the SIE, Series 6, Series 7, Series 65, and Series 66 where I emphasize real-world applications and understanding the intricacies of financial planning. My teaching philosophy centers on breaking down...
Education & Certification
- Manhattan College - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 7
- Series 66
- Insurance License
- +4 subjects
Edward: Upper Darby Series 65 test prep instructor
...industry. I have been involved with advising and counseling both clients and advisors, and am passionate about helping others learn how financial markets work. I have passed the Series 6, 7, 24, 26, and 66 exams, and held the Massachusetts Life and Health insurance licenses. I coached basketball and football both at the youth and...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- Series 26
- +26 subjects
Brendan Daniel : Upper Darby Series 65 test prep instructor
...with reading the book back to you. I firmly believe in bringing the practical application of subjects to education. What you are learning isn't all theory, after all. I'll have accomplished my job if I can be a foundational block to getting you closer to your goal. I graduated with a degree in Psychology and...
Subject Expertise
- Series 65
- Series 3
- Series 16
- Series 24
- +62 subjects
Vincent : Upper Darby Series 65 test prep instructor
...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...
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
- SIE
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +14 subjects