
Krista: Montgomery County Series 7 test prep instructor
...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 the various exams....
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
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFP
- +18 subjects
Education & Certification
- Carnegie Mellon University - Masters in Business Administration, Business Statistics
Subject Expertise
- Series 7
- SIE
- FINRA - Financial Industry Regulatory Authority
- Series 63
- +25 subjects

Nicholas: Montgomery County Series 7 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 7
- Series 66
- SIE
- CFP
- +8 subjects

Rory: Montgomery County Series 7 test prep instructor
I am a young high school teacher possessing a great passion for helping students succeed. I look forward to working with your son or daughter! A little bit about myself, I hold a B.A. in History and International Relations...
Education & Certification
- Saint Joseph's University - Bachelors, History & International Relations
- Villanova University - Masters, Church Management
Subject Expertise
- Series 7
- ACT English
- Macroeconomics
- HSPT Reading
- +158 subjects

Rebekah: Montgomery County Series 7 test prep instructor
...am a Doctorate of Physical Therapy (DPT) graduate student. I have my Bachelor of Arts in Biology, with minors in Healthcare Administration and Neuroscience. I have been tutoring in academics - specifically the biological sciences and English subjects - on the side for about two years before becoming a Varsity Tutor. Throughout my experience as an independent tutor, martial arts instructor and boxing coach, I have learned valuable skills that have made my tutoring style...
Education & Certification
- Arcadia University - Bachelor in Arts, Biology, General
Subject Expertise
- Series 7
- CPA
- Business
- College Economics
- +52 subjects

Michael: Montgomery County Series 7 test prep instructor
...Accounting from University of Phoenix and a PhD in Finance from Capella University. Since earning my PhD in 2020, I have been instructing at three online universities, teaching finance, accounting, and emergency management. I am also a Commercial Pilot and Certified Flight Instructor at a local airport where I teach ground school and flight to student pilots. I really like teaching in general, and enjoy when I can learn something and then pass it on...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 7
- Series 66
- Series 65
- Series 31
- +16 subjects

Sean: Montgomery County Series 7 test prep instructor
...you life ain't always fair, but life is GOOD as long as you do the work. After being in 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...
Education & Certification
- Western Governors University - Bachelor in Business Administration, Information Resources Management
Subject Expertise
- Series 7
- FINRA - Financial Industry Regulatory Authority
- Series 66
- Social Studies
- +17 subjects

Jim: Montgomery County Series 7 test prep instructor
...industry for over 20 years and have a good understanding of many different areas. I will do my best to help the student by simplifying the material and using everyday tasks as examples. Exams I have taken (and passed on the first try): Series 7 (General Securities), Series 24 (General Securities Principal), Series 4 (Registered Options Principal), Series 27 (Financial and Operations Principal), Series 53 (Municipal Securities Principal), Series 66 (Investment Advisor Representative) and PA...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 65
- Series 63
- Series 24
- +16 subjects
Education & Certification
- Wharton School U of Pennsylvania - Bachelor of Science, Actuarial Science
Subject Expertise
- Series 7
- Exam FM - Financial Mathematics
- Exam IFM - Investment and Financial Markets
- Exam SRM - Statistics for Risk Modeling
- +59 subjects

Preston: Montgomery County Series 7 test prep instructor
...and I am currently a rising sophomore at Bentley University intending to double major in Public Policy and Global Studies. I went to high school at Council Rock High School North where I got my first experience in tutoring through a variety of national honors societies. I tutored students weekly for the National Honors Society and the National Math Honors Society as well as tutoring independently. Being able to tutor was one of my favorite...
Education & Certification
- Bentley University - Bachelor in Arts, Public Policy Analysis
Subject Expertise
- Series 7
- CPA
- College Economics
- Basic Computer Literacy
- +37 subjects

Scott: Montgomery County Series 7 test prep instructor
...school offers several associate level degree programs in addition to a baccalaureate degree in business. My professional responsibilities were similar in nature to those performed at Career Training Academy. On a personal and professional level, I am currently working towards a doctorate in business. The skills acquired while pursuing this advanced degree will enable me to better serve the students I interact with. I believe the process will help me to understand, develop and apply...
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
- Professional Certifications
- High School Accounting
- Technology and Coding
- +12 subjects

David: Montgomery County Series 7 test prep instructor
...I like to help students to achieve their goals, and to have better understanding of topics that will help them to advance in their studies. I am good for this job because I have patience, I know different ways to explain concepts, and I know the subjects that I am trying to explain. I have been a tutor in the past and achieved good results from students. I have experience with math and science subjects...
Education & Certification
- UW Platteville - Bachelors, Business Administration and Management
Subject Expertise
- Series 7
- Trigonometry
- AP Calculus AB
- Managerial Accounting
- +58 subjects

Nancy: Montgomery County Series 7 test prep instructor
...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 Geography,...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- Series 6
- Series 63
- Series 65
- +85 subjects

Karen: Montgomery County Series 7 test prep instructor
...Stevens. I graduated with a master's degree from Ashwood University in business administration. In addition, I hold an English teaching certificate. Since I graduated, I've taught or coached in several areas. However, my primary focus has been on Series licensing. I help students with all licenses such as SIE, 6, 63, 7 65.66, 24 and many more. Many students struggle with the concepts of the SIE exam. I can break it down for you and...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Real Estate License
- Series 63
- Series 65
- +24 subjects
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- Series 24
- +24 subjects

Andrew: Montgomery County Series 7 test prep instructor
...North Carolina, Chapel Hill with a dual BA in Economics and Psychology, with a Math minor. I also have a MBA from UNC's Kenan-Flagler Business School with a Finance Concentration. I recently completed my 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,...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 7
- Series 63
- Series 55
- Series 3
- +70 subjects

Eric: Montgomery County Series 7 test prep instructor
...live in Naperville, IL, a suburb about 25 miles southwest of Chicago. Fortunately, Naperville has a strong school system that I was a part of from elementary to high school. I graduated from Naperville North High School in 2012, and graduated from the University of Illinois at Urbana-Champaign with a finance degree in 2016. Education has played a central role in my life, from early youth until today. The first lesson learned was how to...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 66
- Test Prep
- ACT
- +29 subjects

Anna: Montgomery County Series 7 test prep instructor
I have recently relocated from Pennsylvania to New York. I have always had a passion for teaching and sharing knowledge. I look forward to working with students that love to learn as much as I do!
Education & Certification
- University of Iowa - Bachelor in Arts, General Literature
- Bloomsburg University of Pennsylvania - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- CPA
- High School English
- American Literature
- +58 subjects

William: Montgomery County Series 7 test prep instructor
...Bachelor's degree from Manhattan College and over two years of tutoring experience, I am passionate about making complex financial concepts accessible to all. My tutoring focuses on subjects such as the SIE, Series 6, Series 7, Series 65, and Series 66 where I emphasize real-world applications and understanding the intricacies of financial planning. My teaching philosophy centers on breaking down problems and guiding students through the thought process, ensuring they grasp not just the "how,"...
Education & Certification
- Manhattan College - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 6
- Series 66
- CFP
- +4 subjects

Kevin: Montgomery County Series 7 test prep instructor
...Public Accountant), MBA and inventive Patent Holder with the US Patent Office, I know that learning is a great investment. My passion for teaching comes from a life long passion for learning. Im a Masters Degree graduate of Washington University in St. Louis (Olin School of Business: Finance emphasis) and also received my Bachelor of Science in Accounting from Truman State University. Both students and parents say that I help students succeed and realize their...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- Series 6
- Series 30
- Series 65
- +41 subjects