Vikram: Sugar Land Series 66 test prep 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
- Exam SRM - Statistics for Risk Modeling
- Series 63
- +29 subjects
Mercy: Sugar Land Series 66 test prep instructor
...and Programming. With a strong background in these subjects, I tailor my teaching approach to fit each student's unique learning style, ensuring they grasp concepts with clarity and confidence. My experience includes working with students at various levels, guiding them through complex topics, exam preparation, and skill development. I focus on fostering critical thinking, problem-solving abilities, and a genuine appreciation for learning. By creating a supportive and interactive environment, I empower students to reach their...
Education & Certification
- Illinois State University - Bachelor of Science, Computer Science
- State Certified Teacher
Subject Expertise
- Series 66
- CBIC - Certification Board of Infection Control and Epidemiology, Inc
- ARDMS - RDMS - Obstetrics and Gynecology (OB/GYN)
- NMLS - Nationwide Mortgage Licensing System
- +1407 subjects
Mercy: Sugar Land Series 66 test prep instructor
...in their studies. Beyond academics, I strive to create a supportive and engaging learning environment where students feel comfortable asking questions and exploring new ideas. Whether it's preparing for exams, tackling challenging assignments, or building foundational skills, I am committed to guiding students every step of the way. My goal is not just to help students improve their grades but to inspire a lifelong love for learning. If you're looking for a tutor who is...
Education & Certification
- Texas Southern University - Master of Science, Computer Science
- The Texas A&M University System Office - Bachelor of Engineering, Mechanical Engineering
- Washington & Lee University - Bachelor of Engineering, Electrical Engineering
- State Certified Teacher
Subject Expertise
- Series 66
- CNA - Certified Nursing Assistant
- FRT - Foundations of Reading Test
- Series 3
- +1409 subjects
Robin: Sugar Land Series 66 test prep instructor
...has allowed me to engage with students at various stages of their educational journeys, tailoring my approach to 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...
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 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- Series 6
- +23 subjects
Kyle: Sugar Land Series 66 test prep 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
- SIE
- Series 63
- +11 subjects
Nikita: Sugar Land Series 66 test prep instructor
...use to help others succeed. My tutoring isn't just about covering material. It is about equipping you with the right mindset, structure, and strategies to maximize your chances on test day. Whether you're brand new to the material or bouncing back from a retake, I'll meet you where you are and guide you step by step toward mastery. With experience at top global investment banking institutions, I bring insider-level knowledge of the industry. And with...
Education & Certification
- University of Memphis - Bachelor of Science, Public Relations
Subject Expertise
- Series 66
- Series 7
- SIE
- Series 65
- +1 subjects
Mark: Sugar Land Series 66 test prep instructor
...# 66 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...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 66
- Series 7
- Series 86
- API - Associate in Personal Insurance
- +73 subjects
Isaac: Sugar Land Series 66 test prep instructor
...financial situation as a Wealth Advisor. I currently co-manage a book of business of approximately 80 million in assets under management with another Wealth Advisor. I have helped train younger Advisors over the past few years and have a passion for helping people in my field learn and grow. For the past year I've been tutoring college students on complex financial concepts. My tutoring experience has been one on one with each student and I...
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- Series 66
- Series 6
- SIE
- Insurance License
- +11 subjects
Will: Sugar Land Series 66 test prep 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
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects
Krista: Sugar Land Series 66 test prep instructor
...Insurance. I am registered with FINRA (Series 7 & 66). I also hold 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 that I have tutored have as well.
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 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- Series 63
- +18 subjects
Richard: Sugar Land Series 66 test prep instructor
I am an Investment Banker specializing in Healthcare and Manufacturing both for Capital Raises and Buy and Sell side.
Education & Certification
- Purdue University - Bachelor in Arts, Education
- Indiana University - Master of Science, Public Finance
Subject Expertise
- Series 66
- Real Estate License
- SIE
- Series 22
- +20 subjects
Jennifer: Sugar Land Series 66 test prep instructor
...University. I received my Master of Science Degree and Bachelor of Arts Degree in Family and Consumer Science with a Minor in Business Administration. I have over 20 Years of sales, leadership, mentoring and coaching in the Financial Services field-which includes -Mortgage Branch Management, VP of Membership, Top Mortgage Production Sales Performer, Financial Advisor, Life & Health Agent and Medicare Health Agent. I focus on explaining real-life business experience examples so students understand how certification...
Education & Certification
- Eastern Illinois University - Bachelor of Science, Family and Consumer Sciences
- Eastern Illinois University - Master of Science, Family and Consumer Sciences
Subject Expertise
- Series 66
- Insurance License
- FINRA - Financial Industry Regulatory Authority
- SIE
- +10 subjects
Zachary: Sugar Land Series 66 test prep instructor
Recent graduate from the Masters program in Finance from the University of Miami. Looking to help students expand their understanding of Math, Finance, and Economics.
Education & Certification
- Florida State University - Bachelor of Science, Finance
- University of Miami - Master of Science, Finance
Subject Expertise
- Series 66
- CPA
- CFA
- Series 7
- +35 subjects
Evan: Sugar Land Series 66 test prep instructor
...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 subsequently working in Private Equity. Most recently, I served as a Director of Finance for a Private Equity owned enterprise. I have helped many...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 66
- CFA
- Series 65
- Series 63
- +27 subjects
Edward: Sugar Land Series 66 test prep instructor
...veteran of the Financial Services 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 high school levels. I love music and am an active member of 2 bands.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 66
- Series 63
- SIE
- Insurance License
- +26 subjects
David: Sugar Land Series 66 test prep instructor
...received an 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...
Education & Certification
- Hobart William Smith Colleges - Bachelor in Arts, Economics
- Rochester Institute of Technology - Masters in Business Administration, Finance
Subject Expertise
- Series 66
- Exam IFM - Investment and Financial Markets
- Series 65
- Insurance License
- +151 subjects
Melissa: Sugar Land Series 66 test prep 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
- Series 63
- Series 7
- SIE
- +1 subjects
Joshua: Sugar Land Series 66 test prep instructor
I want my students to have fun while learning, and know why they are learning certain topics. I can use my 15 years of industry experience to share how learning topics would be applied during real life situations. I want my student to not only pass their exam, but also have confidence in their future careers.
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- Series 66
- CFP
- Series 7
- Insurance License
- +8 subjects
Sean: Sugar Land Series 66 test prep instructor
...the business world for over 20+ years I find myself ready to give back. As a life long learner I can promise we will not only learn the subject you need but also learn how you best learn. My Style is to teach you where you are, really get to know you and how you process information into knowledge. I will pass on what I have learned, the steps it takes to be successful, and...
Education & Certification
- Western Governors University - Bachelor in Business Administration, Information Resources Management
Subject Expertise
- Series 66
- Series 7
- FINRA - Financial Industry Regulatory Authority
- Professional Certifications
- +17 subjects
Nancy: Sugar Land Series 66 test prep instructor
...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, or American or World History.
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 66
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- +85 subjects