Subject Expertise
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- CDR - Commission on Dietetic Registration
- Series 79
- +56 subjects
Dalcio: Lee's Summit Series 6 test prep instructor
...of experience, I specialize in tutoring aspiring financial and insurance professionals preparing for their licensing exams. Known for my patience, engaging approach, and dedication, I am invested in each student's success, helping them build confidence and understanding in complex topics. Together, we'll work towards achieving your licensing goals and setting a strong foundation for your...
Education & Certification
- Nova Southeastern University - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 6
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- +3 subjects
DeSean: Lee's Summit Series 6 test prep instructor
...was a student once. During undergraduate, I tutored students in Statistics and College Algebra. I completed my undergraduate with a B.S.B.A. in Personal Financial Planning, a B.S.B.A. in Finance, and a B.A. in Communication Studies. I do not like micromanagement, although I do believe a tutor and student should have a vested interest to benefit...
Education & Certification
- Kutztown University of Pennsylvania - Bachelor of Science, Finance
- Kutztown University of Pennsylvania - Bachelor of Science, Financial Planning
- Kutztown University of Pennsylvania - Bachelor in Arts, Communication, General
Subject Expertise
- Series 6
- Series 7
- SIE
- Series 63
- +14 subjects
Jahlen: Lee's Summit Series 6 test prep instructor
A young, vibrant, and enthusiastic tutor that is dedicated to tutoring to the best of his abilities. Currently, specializes in tutoring the SIE exam, Series 6, Series 63. Tutors in a style that establishes a bridge between the material and common terms that are very understandable. I've received a Bachelors of...
Education & Certification
- SUNY at Purchase College - Bachelor in Arts, Economics
Subject Expertise
- Series 6
- Series 63
- SIE
- Series 7
- +2 subjects
Jacquelyn: Lee's Summit Series 6 test prep instructor
...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 has proved to be successful. I look forward to becoming your Mentor and...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- Series 6
- Series 66
- WMCP - Wealth Management Certified Professional
- ARM-P - Associate in Risk Management for Public Entities
- +18 subjects
Edward: Lee's Summit Series 6 test prep instructor
...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...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 6
- Series 9
- Series 26
- Series 7
- +27 subjects
Barrett: Lee's Summit Series 6 test prep instructor
...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...
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 6
- Series 79
- Series 24
- Series 66
- +26 subjects
Education & Certification
- Purdue University - Bachelor in Arts, Education
- Indiana University - Master of Science, Public Finance
Subject Expertise
- Series 6
- Insurance License
- Series 79
- Series 22
- +20 subjects
Joseph: Lee's Summit Series 6 test prep instructor
...student to attain their goals and objectives. I am very compassionate and patient with my students, especially those studying for FINRA and State Insurance Licensing exams. I have created unique study plans and practice exam questions that have assisted my students to pass their exams without any doubt about their capabilities. I'm happy to help...
Education & Certification
- Yeshiva University - Bachelor of Science, Economics
- Western Governors University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 6
- Series 24
- Series 22
- Series 63
- +48 subjects
Garth: Lee's Summit Series 6 test prep instructor
...ChFC. Additionally, I am a Chartered Retirement Planning Counselor (CRPC). I have experience working with first time test takers as well as students who require multiple attempts. Additionally, my background prepares me to tutor students in a variety of subjects including finance, economics, accounting, investing, and all business-related topics. I graduated from Loyola University with...
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 7
- Series 65
- CFP
- +26 subjects
Nicholas: Lee's Summit Series 6 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 6
- CFP
- Series 66
- Insurance License
- +8 subjects
Peter: Lee's Summit Series 6 test prep instructor
...me at Broker Check: https://brokercheck.finra.org/individual/summary/1313689 and see that I had all the licenses. I also was the prime lead instructor for a Series 7 school years ago before publishing training manuals that became the big business we see today. My peers, other broker-dealers, had enough confidence in me to elect me to two different FINRA...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 6
- CSET - California Subject Examinations for Teachers
- Series 86
- IBEW - International Brotherhood of Electrical Workers
- +42 subjects
Jennifer: Lee's Summit Series 6 test prep instructor
...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...
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 6
- NMLS - Nationwide Mortgage Licensing System
- SIE
- Insurance License
- +10 subjects
Hajra: Lee's Summit Series 6 test prep instructor
...helping people pass the professional exams and achieving their goals. I aim to be a resource to people, and letting them set the pace. I enjoy traveling when I can, either locally or internationally. Some of my favorite jaunts are those unassuming places that my family and I spontaneously drive to on a weekend off....
Education & Certification
- American International College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 6
- SIE
- Series 63
- Series 82
- +9 subjects
Natalie: Lee's Summit Series 6 test prep instructor
I am passionate about teaching students about finance. I have 5 years of tutoring experience and am a former teacher. I have classroom experience in teaching from ages Pre-K into High School and Graduate School settings.
Education & Certification
- Seton Hall University - Bachelor in Arts, Political Science and Government
- Seton Hall University - Bachelors, Political Science
- Boston University - Masters / Graduate, Business
- Drew University - Masters / Graduate, Divinity
Subject Expertise
- Series 6
- Series 63
- NMLS - Nationwide Mortgage Licensing System
- Insurance License
- +151 subjects
Nancy: Lee's Summit Series 6 test prep instructor
...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...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 6
- Series 7
- Series 79
- Series 63
- +99 subjects
Eric: Lee's Summit 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 7 - General Securities Representative Exam (Stockbroker)
- Series 72
- +16 subjects
James: Lee's Summit Series 6 test prep instructor
As an adjunct professor of finance, I enjoy helping individuals find their way within the finance and business worlds. As a swimming coach, I enjoy helping individuals reach their goals. I am patient and kind and have been in your shoes. I am a strong tutor with the Series 65, 66, and 7.
Education & Certification
- Wittenberg University - Bachelor in Arts, Biology, General
- Baldwin-Wallace College - Masters in Business Administration, Business, General
Subject Expertise
- Series 6
- Series 3
- Series 10
- CFP
- +25 subjects
Scot: Lee's Summit Series 6 test prep instructor
...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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 6
- Series 24
- SIE
- Series 10
- +12 subjects
Joseph Fon: Lee's Summit Series 6 test prep instructor
...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...
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
- Professional Certifications
- +5 subjects