Sean: Series 6 test prep instructor
...opportunity to help you in taking the next step in your career in the financial services industry. I have obtained my Life and Health, SIE, Series 7, and Series 66 licenses and am eager to share my tips and tricks to passing these exams with flying colors. When teaching I prefer to apply real world application of topics in order to gain a deeper understanding and truly gain knowledge around different subjects. My ultimate goal...
Education & Certification
- Arizona State University - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 6
- Series 66
- Series 7
- Insurance License
- +2 subjects
Ben: Series 6 test prep instructor
...of Lee University, receiving my Bachelor of Science in Healthcare Administration with a minor in biblical studies. During my time there, I traveled extensively and was involved in several social service clubs, campus choir, and I also volunteered my time at the local Boys and Girls club to assist the kiddos with their homework assignments. Upon graduation, I began a career as a financial professional, where I advised families, individuals, and businesses by taking complex...
Education & Certification
- Lee University - Bachelor of Science, Health Services Administration
Subject Expertise
- Series 6
- Series 63
- SIE
- Study Skills and Organization
- +45 subjects
Hal: Series 6 test prep instructor
...entire FINRA (then NASD) creation and registration process. I attended what was then a week-long Brokers Option Course at the Chicago Board of Options and followed that as the designated options trader for a firm. I have over twenty years of teaching experience at the college and university level in addition to having served as a national educator in investments for a Fortune 20 firm. My background includes having been licensed as a Certified Public...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 6
- Series 24
- Series 87
- Series 3
- +171 subjects
Peter: Series 6 test prep instructor
...had enough confidence in me to elect me to two different FINRA offices. One was regional office and the other a national position. I sat in on the meetings when FINRA changed the Series 7 test from a single 6 hour exam to the present two exams being the SIE and the Series 7 top off. I passed the Series 3 exam, the National Commodities Futures Exam. If you want to obtain the SIE license,...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 6
- Series 7
- Series 9
- Series 66
- +42 subjects
Eric: Series 6 test prep 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 6
- Series 65
- Series 52
- Series 53
- +16 subjects
William: Series 6 test prep instructor
...pass the Series 6, 7 and 66 for the past 26 years and now recently the SIE as well. I specialize in helping students with options and margin. I get my most enjoyment from assisting students progress through their career by helping to add different licenses. I have experience with a variety of different educational products including (Kaplan, ExamFX, Training Consultants, STC and Achievable) I am Series 7, 9, 10, 24, 63 and 65 (66)...
Education & Certification
- Malone University - Bachelor in Arts, Accounting and Business Management
Subject Expertise
- Series 6
- Series 28
- Series 39
- Series 86
- +30 subjects
David: Series 6 test prep instructor
Communication is key to any role, and I strive for clarity by relying on the subject matter to speak for itself. My goal is to communicate the knowledge to the best of my ability and leave any opinions, biases and judgements out of the equation.
Education & Certification
- Boston College - Bachelor in Arts, Economics
- Boston College - Bachelor in Arts, Romance Languages
Subject Expertise
- Series 6
- Real Estate License
- Series 63
- Insurance License
- +31 subjects
Joseph: Series 6 test prep instructor
...Science, Business Administration in Organizational Leadership, as an adult student while actively working and advancing my career in Financial and Investment Services. Having held several senior management, training, and business coaching positions has allowed me to develop a unique perspective and flexible tutoring style. While I tutor a range of subjects on business and financial topics, I am most passionate about FINRA and Insurance regulatory examinations. I am a firm proponent of continuing education throughout...
Education & Certification
- University of Phoenix - Associate in Science, Business, General
Subject Expertise
- Series 6
- Series 65
- Real Estate License
- Insurance License
- +30 subjects
Garth: Series 6 test prep instructor
...(CFP) professional. I have extensive experience working in the financial services industry. Currently I manage a sales team at T. Rowe Price. I am FINRA Series 7, Series 6, Series 63, Series 24, and Series 66 registered in all 53 jurisdictions. In previous roles, 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...
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 6
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +26 subjects
Mary: Series 6 test prep instructor
...of Governors, serving on committees, worked on new business initiatives, recruiting and training new hires from top universities. At the time, O'Connor was the largest market maker in the U.S. financial options exchanges and had been looking to partner with a larger financial institution. The firm entered into a joint venture with Swiss Bank creating the opportunity to become part of a newly formed global team deployed as financial engineers in various financial centers -...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 6
- CIMA
- CFA
- Series 26
- +109 subjects
Nancy: Series 6 test prep instructor
...of 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...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 6
- Series 65
- Series 63
- SIE
- +83 subjects
Joseph Fon: Series 6 test prep instructor
As a wealth management professional, I have learned that my personal success is tied to how well I succeed in managing my clients wealth and that my success is tied to their success. As their wealth increases, so too does my satisfaction, happiness and compensation. As a Varsity Instructor, I will maintain the same values even though there will be no assets to manage.
Education & Certification
- University of New Orleans - Bachelor of Science, Business Administration and Management
- University of Alabama - Master of Science, Economics
Subject Expertise
- Series 6
- Series 22
- SIE
- UK A Level Economics
- +5 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 6
- Series 63
- Series 7
- Series 9
- +16 subjects
Mark: Series 6 test prep instructor
...on all levels of Chemistry subjects, Basic Math & Organization/Study Skills. Currently 15 Years of Scientific Expertise within Public Service, Emergency Management, and Pharmaceutical background. My dedicated focus is on Chemistry based subjects with multiple degrees to back up my knowledge; B. SCI Chemistry, MBA, M. SCI Pharmaceutical Sciences. If you are looking for answers in science, chemistry and math. I have probably got my hands on it directly. Have years of Scientific Expertise with...
Education & Certification
- New Jersey Institute of Technology - Bachelor of Chemistry, Chemistry
- Rowan University - Master of Science, Pharmaceutical Sciences
Subject Expertise
- Series 6
- MPJE - Illinois
- Economics
- Calculus 2
- +221 subjects
Isaiah: Series 6 test prep instructor
...Alabama State University, where I received my Bachelor's Degree in Mathematics. Currently, I am in my last semester of finishing up my Master's Degree in Mathematics. For four years I taught math in Montgomery Public School system (Montgomery, AL). The subjects ranged from pre-algebra to calculus. I taught grades 6th, 9th, 10th, 11th, & 12th. During my last year of teaching high school, I began studying for FINRA Series 6 exam. I passed the series...
Education & Certification
- Alabama State University - Bachelor of Science, Mathematics
- Alabama State University - Master of Science, Mathematics
Subject Expertise
- Series 6
- Series 63
- Series 26
- Insurance License
- +29 subjects
Scot: Series 6 test prep instructor
...Penn 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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 6
- Series 10
- Series 82
- CFP
- +12 subjects
Kevin: Series 6 test prep instructor
...of subjects with a focus on math, science, history, government, geography, accounting, finance and related business topics. One of my goals for each tutoring session is to keep the student engaged and challenged yet not overwhelmed. I use a number of teaching methods, including practice questions and topical computer related tools. I often ask for feedback and appreciate candid communication. I try to be flexible with my time. To ensure that we have a quiet...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 6
- CPA
- Series 30
- Series 79
- +41 subjects
Subject Expertise
- Series 6
- CDR - Commission on Dietetic Registration
- NCLEX
- Real Estate License
- +56 subjects
Kim: Series 6 test prep instructor
...I have worked in a business environment for many years. During that time, I have had to study constantly in order to maintain my skill set. To this very day, I work upwards of 18 hours per day, five and sometimes six days per week. Because of my diverse background, (heavy in the finance arena, including insurance, securities & investment banking/related) I can relate to people on different levels. I excel in working with those...
Education & Certification
- University of Alaska Anchorage - Bachelor of Science, Political Science and Government
- International Seminary for Distance Education in Theology - Bachelor of Theological Studies, Theology
Subject Expertise
- Series 6
- Series 63
- Insurance License
- Series 79
- +46 subjects
Natalie: Series 6 test prep instructor
...professional. I am a natural leader in the corporate marketplace that can establish rapport with all levels of clientele, building quality relationships that result into opportunities. I currently have my Series 6, 63. Life, Health and Variable Annuity, and Real Estate Licenses. Helping clients keeping their financial house in order has been very gratifying and fulfilling as a banking professional, however I'd like to have my own practice and brokerage firm one day. After having...
Education & Certification
- Seton Hall University - Bachelor in Arts, Political Science and Government
Subject Expertise
- Series 6
- NMLS - Nationwide Mortgage Licensing System
- Series 66
- Series 63
- +151 subjects