LaKeisha: Series 66 course instructor
...with elementary, middle, high school, college, and graduate students in subject areas pertaining to English, Writing, Pre-Algebra, Algebra 1, American Government, and Investments. I believe that learning should be a memorable and relatable experience for students to enjoy and to apply in their life. My desire is for students to be able to experience the countless opportunities and places that reading and learning can take them as Dr. Seuss said. Reading and learning are life-long...
Education & Certification
- Wesleyan University - Bachelor in Arts, English
- Augusta State University - Master of Public Policy, Public Administration
- Capella University - Doctor of Philosophy, Human Services
Subject Expertise
- Series 66
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +27 subjects
Daniel: Series 66 course instructor
I am a CPA with a background in teaching and tutoring. I can work with you on most finance, business, and accounting subjects. I help simplify the material and highlight the core lessons. I've been told it's very effective and helpful!
Education & Certification
- Malone University - Bachelor in Arts, Organizational Leadership
- Baldwin-Wallace College - Masters in Business Administration, Accounting
Subject Expertise
- Series 66
- CMA - Certified Management Accountant
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +25 subjects
Richard: Series 66 course 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 66
- Series 63
- CFP
- CPA
- +31 subjects
Bryan: Series 66 course instructor
...am a graduate of The University of Utah. I received my Bachelor of Science in Finance. I have worked in Financial Services for nearly 10 years, and have specialized in Adult Learning and Development 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...
Education & Certification
- University of Utah - Bachelor in Arts, Finance
Subject Expertise
- Series 66
- Series 63
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +5 subjects
Barrett: Series 66 course instructor
...winning is largely a function of how it's defined, I consider my own success to be helping my students along a journey to attaining their respective goals. But that journey begins with a first step, at times a humbling step. As a coach and mentor, I value my role as your trusted resource in helping you take those initial steps on your journey to passing the securities exam(s) and onward to a bright future!
Education & Certification
- Florida International University - Bachelor of Science, Criminal Justice
- Louisiana State University and Agricultural Mechanical College - Doctor of Laws, Law Enforcement Administration
Subject Expertise
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- SIE
- +20 subjects
Angela: Series 66 course instructor
...am passionate about educating and motivating individuals so that they have the knowledge to feel empowered in obtaining their goals and objectives. Throughout my career I have maintained the role of an educator. Taking the time to understand an individual's needs, objectives, and the way they learn best is paramount in achieving success. My relevant qualifications include an MBA, CDFA, Series 7 & 66 Licenses, and educating and presenting to audiences and teams for over...
Education & Certification
- Walsh College of Accountancy and Business Administration - Bachelor in Business Administration, Business, General
- Walsh College of Accountancy and Business Administration - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- SIE
- Series 24
- Series 52
- +28 subjects
Raman: Series 66 course instructor
...am Certified Financial Planner with over a decade of experience in the financial planning industry. I have completed my Bachelors in Finance and have successfully passed the FINRA Series 7, Series 66, State Life & Health Insurance License, and the CFP Exam. Being a Financial Planner is no different than being an educator or a coach. My passion is to teach my clients on how build a robust financial plan, however my passion goes beyond...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- Series 66
- CFP
- Series 63
- FINRA - Financial Industry Regulatory Authority
- +25 subjects
Kristin: Series 66 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 66
- Series 7
- SIE
- Series 63
- +1 subjects
Raymond: Series 66 course instructor
I am committed to developing the talent I possess and sharing my life with others. I always enjoyed teaching but more importantly human development. As Socrates said so long ago, the unexamined life is not worth living. Sometimes, the gravity of questions outweigh all in life.
Education & Certification
- Fordham University - Bachelor of Science, Classics
Subject Expertise
- Series 66
- Series 65
- Series 22
- Series 63
- +7 subjects
Roman: Series 66 course instructor
...graduating with a B.S. in Mechanical Engineering from Virginia Commonwealth University, in my hometown of Richmond, Virginia, I moved and began my career in finance in Charlotte, NC. During my time in the industry, I've taken many exams, including, the CFP, Series 7, Series 66 Series 63, SIE, 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...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- Series 66
- SIE
- Series 63
- CFP
- +60 subjects
Valentina: Series 66 course instructor
...am thrilled to be able to help you with the preparation for the FINRA exams. I have been in the financial industry for over 20 years, and I am FINRA licensed in Series 7, Series 66, and of course, in SIE since it is a pre-requisite for Series 7. I have also been FINRA licensed in Series 63 and Series 65. The exams are very challenging, but there is nothing there that you will not...
Education & Certification
- Colorado Mesa University - Bachelor of Science, Computer and Information Sciences, General
Subject Expertise
- Series 66
- FINRA - Financial Industry Regulatory Authority
- Series 65
- Series 7
- +4 subjects
Melissa: Series 66 course instructor
I have 20 years of real world experience in business. I can teach the following licenses: SIE, Series 7, Series 63, and Series 66. I am a current licensed senior broker at a large firm. I have assisted with in-person training to pass these licenses and have worked teaching adults my entire career. Cannot wait to work with you!
Education & Certification
- The University of Texas at Arlington - Bachelor in Arts, Anthropology
- Capella University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- SIE
- Series 63
- Series 7
- +1 subjects
Kyle: Series 66 course instructor
I have a passion for financial and capital markets and love to teach and educate others. I have worked my entire professional career in financial services utilizing series exam information on a daily basis. I have a Masters of Finance from the University of Notre Dame and work as a investment analyst at a private investment firm. Open to giving career mentorship as well!
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- University of Notre Dame - Current Grad Student, Finance
Subject Expertise
- Series 66
- FINRA - Financial Industry Regulatory Authority
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- +11 subjects
Will: Series 66 course instructor
Building competence in the subjects that matter to you.
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFP
- Series 7
- +4 subjects
Vikram: Series 66 course instructor
I am a seasoned Investment Professional holding MBA (Fin) and CFA qualifications. Teaching is my hobby and I taught nearly 60 CFA level 1 students. I have 18 years of professional experience as an investment professional. Completed FINRA Exams, Series 7 and Series 66. Making difficult concepts easy to understand with examples from day-to-day life is a gift to me.
Education & Certification
- ICFAI - Master's/Graduate, Investment
- CFA Institute - Professional (JD, MD, DMD, etc), Investment
- London Business School - Master of Arts, Finance
Subject Expertise
- Series 66
- Exam FM - Financial Mathematics
- CFA
- Exam SRM - Statistics for Risk Modeling
- +29 subjects
Karen: Series 66 course instructor
Hi, my name if Karen Stevens. I graduated with a 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 with the concepts of the SIE exam. I can break...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Real Estate License
- SIE
- Series 26
- +24 subjects
Chunhua: Series 66 course instructor
...corporate board. I enjoy challenges and have consistently grown within the industry by enhancing my shills and obtaining additional licenses as well as taking on additional responsibilities. I am a people person who enjoys knowing and working with new people. I have positive and patient personality. I want share my insights to enhance a student's potential. Rich industries' experience. Skills of taking exams. Positive and kind personality. Understanding I am here for you. I will...
Education & Certification
- Wuhan University - Bachelor of Science, Computer and Information Sciences, General
- Wuhan University - Doctor of Philosophy, Management Information Systems
Subject Expertise
- Series 66
- SEE - Special Enrollment Exam
- Series 79
- NMLS - Nationwide Mortgage Licensing System
- +7 subjects
Pamela: Series 66 course instructor
...am a graduate of the University of Colorado - Boulder. I received my Bachelor of Science in Marketing and International Business with a minor in Economics. I have experience teaching English as a Second Language online to children ages 3-15 in China. I work professionally in the Financial Services industry and have experience in professional speaking, presentation skills and Train the Trainer classes. I enjoy making a connection with my students (regardless of subject matter...
Education & Certification
- University of Colorado Boulder - Bachelor of Science, International Marketing
Subject Expertise
- Series 66
- Insurance License
- Series 24
- CPFA
- +74 subjects
Benjamin: Series 66 course instructor
Glad to help students prepare for the CFP, Series 7, and Series 66 industry exams!
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 63
- Series 7
- Series 57
- +24 subjects
Evan: Series 66 course instructor
...student - I look forward to assisting you with your coursework - whether that be high school work, undergraduate/graduate level Finance, Economics, Math, or Accounting work, or CFA exam prep I graduated Summa Cum Laude (top 5% of my class) from Northwestern University with a degree in economics. 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...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 66
- SIE
- FINRA - Financial Industry Regulatory Authority
- Series 7
- +27 subjects