Andrew: Chapel Hill Series 7 course instructor
...philosophy begins with understanding a student's goals and helping them achieve success both inside and outside of the classroom. I can use elements of a student's background to relate complex subjects in a way that is more familiar with the student. Outside of work, I am an avid sports fan, lover of books and movies, meeting new people and hanging out with friends. I enjoy traveling, having been to 19 countries on 4 continents and...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 7
- Series 3
- Series 63
- CPA
- +70 subjects
Audrey: Chapel Hill Series 7 course instructor
...Assistant. I tutored a final year class of students in Auditing using a case study approach. I also taught a second year Hospital Accounting class that emphasized cost accounting. All of my students graduated and have successful careers. I also have more than 20 years experience in the auditing, government, public finance and project management, fixed income (bonds), mutual fund, and financial services industry. I use my knowledge and experience to help students visualize their...
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 65
- CFA
- Series 66
- +26 subjects
Valentina: Chapel Hill Series 7 course instructor
...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 be able to comprehend and nail from the first attempt. Therefore, I am standing by to help you with these challenging exams. Additionally, I have been teaching as a licensed teacher for several years in...
Education & Certification
- Colorado Mesa University - Bachelor of Science, Computer and Information Sciences, General
Subject Expertise
- Series 7
- FINRA - Financial Industry Regulatory Authority
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +4 subjects
John: Chapel Hill Series 7 course instructor
I'm John. I have a proven track record of raising students' SAT scores quickly and counseling towards their best fit school. I hope you'll consider me!
Education & Certification
- Harvard College - Current Undergrad Student, Philosophy
Subject Expertise
- Series 7
- CPA
- English
- Calculus 3
- +66 subjects
Brent: Chapel Hill Series 7 course instructor
Wharton Educated Certified Investment Management Analyst, Studied Pre-Med Honors at SMU, Undergrad in Finance UNT, SMU MBA Double Major: Finance and Strategy / Entrepreneurship, Currently working on Masters of Science in Accounting at SMU. Level II CFA (Chartered Financial Analyst) candidate, 20 years as an Investment Speaker and sales Executive for Fortune 100 firms. I was Academic Decathlon, Whiz-Quiz and Olympics of the Mind participant in High School, (Plano and Lewisville Gifted and Talented). ... Make students understand why we are learning something and relate it to a real- world example so that it cements it into memory!
Education & Certification
- Univ North Texas - Bachelors, Finance
- Southern Methodist University - Masters, Finance/ Strategy /Accounting
Subject Expertise
- Series 7
- Math
- Management
- Elementary School
- +120 subjects
James: Chapel Hill Series 7 course 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 7
- Series 79
- CFP
- Series 65
- +25 subjects
William: Chapel Hill Series 7 course instructor
...down problems and guiding students through the thought process, ensuring they grasp not just the "how," but also the "why" behind financial principles. Inspired by my mother's teaching career and my own experiences helping my brother with dyslexia, I strive to create a supportive environment where students feel comfortable asking questions. My goal is to empower them to apply their knowledge in practical ways, ultimately setting them up for success in their financial journeys.
Education & Certification
- Manhattan College - Bachelor of Science, Finance
Subject Expertise
- Series 7
- SIE
- Series 6
- CFP
- +4 subjects
Warrick: Chapel Hill Series 7 course instructor
When interacting with students I take an approach that focuses on allowing them to learn in a way that suits their learning style, whether visual or auditory. I make an earnest attempt to allow the student to learn in a fashion that is most effective in promoting retention and understanding. I will show much patience and empathy. I will never forget the days when I was a student in need of help.
Education & Certification
- The University of Florida - Bachelor in Business Administration, Finance
Subject Expertise
- Series 7
- Series 63
- Series 65
- Series 82
- +26 subjects
Kristin: Chapel Hill Series 7 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 7
- Series 66
- SIE
- Series 63
- +1 subjects
Brendan Daniel : Chapel Hill Series 7 course instructor
...and portfolio manager for my digital asset hedge fund. I focus on the fund's DeFi investment strategy, blockchain research, and protocol risk management. For students, (and interns), I have taught solidity, python, CFA level 1 and 2 material, Series 7, 63, and 65. I have also taught financial modeling, smart contract development, data analysis, and machine learning model development in python. (CFA material includes micro/macro economics, financial statement analysis, equity/fixed income valuation, derivatives, portfolio management...
Subject Expertise
- Series 7
- Series 65
- CPA
- Series 16
- +62 subjects
Jeremy: Chapel Hill Series 7 course instructor
I'm grateful to have the opportunity to meet new people. I think an environment of mutual respect and understanding is important. It leads to great conversation and learning by both parties.
Education & Certification
- SUNY College at Old Westbury - Bachelor in Arts, Political Economy
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- Series 63
- +52 subjects
Karen: Chapel Hill Series 7 course instructor
...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 friends on my spare time. I love to be a person in a student's learning process as not only are they growing their mind, it challenges...
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
- Algebra 2
- Languages
- +61 subjects
Stephen: Chapel Hill Series 7 course instructor
...investments fuels my passion for teaching essential financial concepts that are often overlooked in traditional education. I believe in a student-centered approach, tailoring my methods to accommodate different learning styles, whether through hands-on problem-solving or practical real-world applications. I find fulfillment in helping students grasp complex topics and develop their financial literacy, as I believe that knowledge is power. Additionally, my experience teaching children with special needs has honed my ability to connect with students...
Education & Certification
- Rollins College - Master's/Graduate, Business Adm/Finance
Subject Expertise
- Series 7
- Series 65
- SIE
- Insurance License
- +23 subjects
Nicholas: Chapel Hill Series 7 course instructor
Have been tutoring on and off in a variety of subject areas since the 7th grade. My areas of specialty are in the science and in money-related topics such as securities, insurance, economics, finance, and accounting.
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- CFP
- +43 subjects
Michael: Chapel Hill Series 7 course instructor
...strive to build not just understanding but also confidence in my students. Seeing my students achieve their goals and succeed in their exams is incredibly rewarding. I am dedicated to providing the support, guidance, and strategies needed to help each student reach their full potential. Together, we can make your path to certification a successful and enjoyable experience. Why Choose My Tutoring Services? Customized Help: I assess your strengths and weaknesses to create a personalized...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 7
- Series 6
- SIE
- Series 63
- +12 subjects
Scott: Chapel Hill Series 7 course instructor
...age, I am not a new student of change. After a successful career in government service as a special agent, I retired from active service to pursue new opportunities both in the consulting sector and in education. I recently served as the Executive Campus Director for the Pittsburgh Campus of Career Training Academy. As the Campus Director I was responsible for all operational, educational and administrative functions of the campus. My professional responsibilities...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Industrial and Organizational Psychology
- University of Pittsburgh-Pittsburgh Campus - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Microsoft Excel
- IB Business & Management
- Professional Certifications
- +12 subjects
Angela: Chapel Hill Series 7 course instructor
...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 a decade. My business experience includes launching three businesses, implementation of different business models, niche branding, marketing, operations and client acquisition and retention. I volunteer my time educating women facing life changing events...
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 7
- Series 86
- Series 52
- Series 57
- +28 subjects
Brandy: Chapel Hill Series 7 course instructor
Everyone can learn, if they have the desire. My goal is to empower my students while understanding their learning styles, gaining a better idea of their perspective of the world, and to thereby teach them through their perspective for maximum success. Education is my passion. If my students aren't successful, how can I be?
Education & Certification
- University of Phoenix-Online Campus - Associate in Arts, Accounting
Subject Expertise
- Series 7
- A Beginner's Guide: Excel
- ACT
- SAT Subject Test in World History
- +170 subjects
Krista: Chapel Hill Series 7 course instructor
...professionals further their careers. 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...
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
- CFP
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +18 subjects
Nana: Chapel Hill Series 7 course instructor
I signed up to be a tutor because I enjoy helping others achieve their full potential and become the best version of themselves. I have an undergraduate degree in Economics and an MBA. I also have held Series 7 and 63 licenses in the past and currently licensed to sell health and life insurance.I am looking forward to working with you to exceed your goals!
Education & Certification
- Spelman College - Bachelor in Arts, Economics
- KELLOGG SCHOOL OF MANAGEMENT - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- Series 28
- Series 9
- Series 26
- +42 subjects