
Andrew: Chapel Hill Series 7 course instructor
...MS in Finance from Georgetown. I have worked for the Federal Reserve Board of Governors, investment banks, and a private equity firm; so, I have experience in the applied application of academic theory. I am adept at teaching economics and finance, as well as topics in math, statistics, business administration, and standardized testing including several of the Series Exams. My teaching philosophy begins with understanding a student's goals and helping them achieve success both inside...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 7
- CPA
- Series 3
- Series 56 - Proprietary Trader Qualification Exam
- +70 subjects

Audrey: Chapel Hill Series 7 course instructor
...experience to help students visualize their future and make learning more fun and relevant! Financial Accounting and Cost/Managerial Accounting: I tutor beginner, intermediate and advanced undergraduate students, and graduate students in Financial Accounting and Cost/Managerial Accounting and business courses, including case analysis. I emphasize the fundamentals before moving on to more advanced topics. I have strong research skills that I deploy where necessary to ensure that my students have up to date knowledge. I will...
Education & Certification
- University of Ghana - Bachelor of Science, Accounting
- University of Southern California - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 7
- Series 66
- CFA
- Series 65
- +26 subjects

Valentina: Chapel Hill Series 7 course instructor
I 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...
Education & Certification
- Colorado Mesa University - Bachelor of Science, Computer and Information Sciences, General
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- FINRA - Financial Industry Regulatory Authority
- Series 65
- +4 subjects
Education & Certification
- Harvard College - Current Undergrad Student, Philosophy
Subject Expertise
- Series 7
- CPA
- SAT Math
- Other
- +66 subjects

Joseph: Chapel Hill Series 7 course 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 you succeed in all FINRA and State Insurance Exams tutoring. Your passing grade is both of our goals! I welcome...
Education & Certification
- Yeshiva University - Bachelor of Science, Economics
- Western Governors University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 27
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 3
- +48 subjects

Aaron: Chapel Hill Series 7 course instructor
...my Series 7 and 66 licenses. Shortly after obtaining those licenses, I then obtained the Series 4, 24 and 53 licenses. To continue my pursuit of growth, I went on to earn my Certified Financial Planner (CFP) designation. A short time later, I enrolled at Kansas State University and earned a Master's degree in Personal Financial Planning. Recently, I've earned the Behavioral Financial Advisor (BFA) designation and the Retirement Income Certified Professional (RICP) designation. I've...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 7
- Series 24
- Series 65
- Series 4
- +7 subjects

Kent: Chapel Hill Series 7 course instructor
...and performed all financial management functions, including P&L, budgeting, forecasting, all cash management, taxes, and analyses, as well as, reports to management, including the financial statements. He received his MBA in 2006 and his DBA. from the University of Phoenix in 2012. Dr. Acheson has over 20 years experience with team collaboration, team building and leadership. His research interests are in the advances of innovation in a society and the hindrances to innovation. The focus...
Education & Certification
- University of Oklahoma Norman Campus - Bachelor in Arts, Economics
- University of Phoenix - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- CPA
- High School Writing
- Macroeconomics
- +37 subjects

Vincent : Chapel Hill Series 7 course instructor
...MBA Graduate, and Lifelong 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 to help students grasp and understand the material at hand. Let's get started!
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 7
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- +14 subjects

Nikhil: Chapel Hill Series 7 course instructor
...York University studying Mathematics. Math and science have always fascinated me due to their application towards everyday technology. Along with economics, these are my favorite subjects to tutor because they involve concrete answers deeply rooted in logic. As a tutor, I strive to help students better understand complex problems and develop problem-solving skills. This mindset is obviously crucial for tests, but it also helps students develop analytical techniques that can benefit them in innumerable ways....
Education & Certification
- New York University - Current Undergrad, Mathematics
Subject Expertise
- Series 7
- Series 53
- Psychology
- PSAT Writing Skills
- +88 subjects

Lonie: Chapel Hill Series 7 course instructor
...don't teach as a primary source of income; I teach because I enjoy helping others enough to do it in my spare time. People don't care what you know until they know that you care. I'm supposed to write something here about my own achievements. I have an impressive resume by most peoples' standards. But my achievements don't amount to anything unless they translate into helping YOU pass your exam. Let's just leave it at...
Education & Certification
- Bowling Green State University-Main Campus - Bachelor of Science, German
- West Virginia University - Bachelor of Science, Statistics
- Xavier University - Master of Science, Business Administration and Management
Subject Expertise
- Series 7
- Series 65
- SIE
- Series 63
- +21 subjects

Alex: Chapel Hill Series 7 course instructor
My passion for helping people stems from watching someone work hard to accomplish a goal and then finally accomplish that goal. Whether it be retiring, buying a new home, landing a new job, or passing a big test. I am always striving to make an impact in those around me and to "Add Value" in any way possible.
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Business Communications
Subject Expertise
- Series 7
- CIMA
- Insurance License
- Series 86
- +12 subjects

Danny: Chapel Hill Series 7 course instructor
...7 license, Series 66, Series 63, Series 24, and Series 9 and 10. In addition, I also have my New Jersey Life and Health Insurance licenses. I am here to help you develop a plan for success. I will set you up to the best of my abilities for test day and make sure you have given 100% to get there. I love to play golf and I love all sports. I'm a family man,...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- Series 86
- +11 subjects
Education & Certification
- SUNY College at Old Westbury - Bachelor in Arts, Political Economy
Subject Expertise
- Series 7
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +52 subjects
Education & Certification
- Carnegie Mellon University - Masters in Business Administration, Business Statistics
Subject Expertise
- Series 7
- FINRA - Financial Industry Regulatory Authority
- SIE
- Series 63
- +25 subjects

Bryan: Chapel Hill Series 7 course instructor
...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 enjoyed seeing learners become more confident in their knowledge of financial products, industry regulations, and market mechanics. I am enthusiastic about learning and believe that anyone can grasp complex material, no matter how difficult. I believe that mastering...
Education & Certification
- University of Utah - Bachelor in Arts, Finance
Subject Expertise
- Series 7
- Series 66
- SIE
- Series 63
- +5 subjects

Krista: Chapel Hill Series 7 course instructor
...I have a BS (Penn State University) & MBA (Capella University). I currently licensed with the state of NJ for Life/Health 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...
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 7
- Series 65
- Insurance License
- Series 63
- +18 subjects

Karen: Chapel Hill Series 7 course instructor
...me be the best tutor in their learning process. I don't teach students but rather I involve them in the learning process so that they can be confident when solving the problems at hand. What motivates me to tutor in subjects ranging from elementary math up to Pre-Calculus to different business courses, is the challenge to tailor my teaching techniques to fit with my student. I enjoy badminton, basketball, stretching my mind, and hanging with...
Education & Certification
- Indiana University-Bloomington - Bachelor of Science, Accounting and Finance
- Indiana University-Bloomington - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 7
- Exam FM - Financial Mathematics
- High School Chemistry
- AP World History
- +61 subjects

Fahad: Chapel Hill Series 7 course instructor
...Management firm in New York City where I help clients make smart choices about investments and financial planning. I enjoy explaining financial and economic concepts to clients and students. I have helped colleagues and students pass standardized tests related to the financial industry (Series 7, Series 66, CFA Level I). My approach involves assessing students' strengths and weaknesses and working on areas that need the most attention. I enjoy traveling. I have lived in many...
Education & Certification
- James Madison University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- High School Accounting
- IB Business & Management SL
- Algebra
- +27 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 7
- Series 66
- Series 10
- Series 65
- +16 subjects

Pamela: Chapel Hill Series 7 course instructor
...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 or age of learner) and thoroughly understanding their needs and objectives. I think mutual learning can occur from either a teacher or student position and I firmly believe that we should always be learning something new! I am...
Education & Certification
- University of Colorado Boulder - Bachelor of Science, International Marketing
Subject Expertise
- Series 7
- Series 3
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 22
- +73 subjects