
Danny: South Holland Series 9 test prep instructor
...the financial services industry for over 25 years and I retired a senior NCO in the Army Reserve serving for 23 years. I've had the pleasure of mentoring training and leading sales people and soldiers most of my adult life and coaching and developing has been my passion. I have the Series 7 license, Series...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 9
- Series 65
- Insurance License
- Series 10
- +11 subjects

Brian: South Holland Series 9 test prep instructor
...the Stonier Graduate School of Banking as well. I started a financial consulting business while in college then sold it a few years out of college. I became a US Marine. Over the next 15 years combined, I worked for two top 5 US Banks and one top 5 US Defense contractor before moving back...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 9
- Series 7
- Series 10
- Six Sigma
- +22 subjects

Michael: South Holland Series 9 test prep instructor
...and flight to student pilots. I really like teaching in general, and enjoy when I can learn something and then pass it on to others. That is what brought me to earn my PhD and my flight instructor certificate, allowing me to teach various areas in finance, such as corporate finance, personal finance, and securities...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 9
- SIE
- Series 10
- FAA - Federal Aviation Administration examination
- +16 subjects

Heath: South Holland Series 9 test prep instructor
...from Texas A&M University, majoring in Economics. After graduation I complete my FINRA Series 7,63, 9, 10 and SIE certifications. I have also completed the Certified Financial Planner coursework. I tutor the FINRA Series exams mentioned above, personal finance and writing. My teaching philosophy is that anyone can achieve great things through hard work and...
Education & Certification
- Texas A & M University-College Station - Bachelor of Science, Economics
Subject Expertise
- Series 9
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 10
- +22 subjects

Hal: South Holland Series 9 test prep instructor
...a nearly thirty-year career in financial services where I worked as a financial planner, wire-house broker (stockbroker), trust advisor, and wealth advisor. I worked the broker-dealer channel, the bank channel, and the independent channel. I developed and took an introducing brokerage firm through the entire FINRA (then NASD) creation and registration process. I attended what...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 9
- Series 6
- Series 16
- Series 65
- +171 subjects
Education & Certification
- Saint Peters College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 9
- Series 10
- Series 7
- Series 63
- +4 subjects

Michael: South Holland Series 9 test prep instructor
...possible. I believe that learning should be engaging and memorable. That's why I bring a creative approach to my tutoring, using fun and innovative methods to simplify complex concepts and make exam content stick. By turning challenging material into engaging lessons, I strive to build not just understanding but also confidence in my students. Seeing...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 9
- Series 6
- SIE
- Series 63
- +12 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 9
- SIE
- Series 66
- Series 63
- +16 subjects

Andrea: South Holland Series 9 test prep instructor
...or spending the day at the park. I also enjoy listening to and singing along to music, although not everyone around me finds that part as enjoyable. My favorite study setting looks like a cup of coffee, Jazz music, and plenty of notecards or fun highlighters and pens. I look forward to the opportunity to...
Education & Certification
- Washington University in St Louis - Master of Science, Finance
Subject Expertise
- Series 9
- SIE
- Series 10
- Series 66
- +56 subjects

Nhan: South Holland Series 9 test prep instructor
...Corporate Strategies in August 2019. My primary areas of focus are Finra licensing, such as Series 7 and Series 65, along with Economics, Finance and General Accounting. I believe in a thorough and rational approach to learning, where individual problem can be tackle using all available resources. By identify what works for each student, I...
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 9
- Series 66
- CPA
- Insurance License
- +78 subjects

Aimee: South Holland Series 9 test prep instructor
...both in my personal and professional experiences. I specialize in working with multi-exceptional learners. I am a licensed teacher in two states, with endorsements in: - Music (Instrumental and Vocal) - Special Education - Early Childhood Special Education - Elementary Education - Middle School Education - Foundational Mathematics - Foundational Language Arts - Foundational Science...
Education & Certification
- George Fox University - Bachelor in Arts, Music Theory and Composition
- Willamette University - Master of Arts Teaching, Special Education
Subject Expertise
- Series 9
- CPA
- CSET - California Subject Examinations for Teachers
- PRAXIS
- +146 subjects

Monica: South Holland Series 9 test prep instructor
...successful test-taking. I believe in fostering a supportive learning environment where students feel empowered to ask questions and explore the intricacies of wealth management. My extensive background in the financial services industry enhances my ability to connect with students, and I am dedicated to inspiring the next generation of financial professionals. Outside of tutoring, I...
Education & Certification
- Strayer College - Master's/Graduate, Business
Subject Expertise
- Series 9
- Series 7
- Series 10
- SIE
- +5 subjects

Edward: South Holland Series 9 test prep instructor
...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 youth and high school levels. I love music and am an active member of 2 bands.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 9
- SIE
- Series 6
- Series 65
- +26 subjects
Education & Certification
- Shandong Finance Institute - Bachelor in Arts, Marketing
- The Texas AM University System Office - Master of Science, Finance
Subject Expertise
- Series 9
- Series 87
- CFA
- Series 7 - General Securities Representative Exam (Stockbroker)
- +22 subjects