Top Series 4 Tutors serving Houston
Peter: Houston Series 4 tutor
Certified Series 4 Tutor in Houston, TX
...expertise is in OPTIONS and MARGIN. I started a broker-dealer from scratch, was a manager of other reps, and was a producer. To see my career path including all the licenses I obtained, view 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,...
Education & Certification
Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
California University of Pennsylvania - Master of Science, Mathematics and Statistics
Aaron: Houston Series 4 tutor
Certified Series 4 Tutor in Houston, TX
...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 worked in several industry roles from client service, back office roles, compliance, management, personal advising and planning and retirement consulting. When I'm not focusing on my craft I enjoy spending time with my family and am an avid college and professional football fan.
Education & Certification
University of Nebraska at Omaha - Bachelor of Science, Finance
Kansas State University - Master of Science, Financial Planning
Michael: Houston Series 4 tutor
Certified Series 4 Tutor in Houston, TX
...different in terms of how things work to some degree. I started my career on the Coffee, Sugar and Cocoa exchange's trading floor at a young age, then moved upstairs to run Bear Stearns's energy futures desk using my options knowledge and learning the energy complex. So wearing the sales/trader/strategist hat I built a team to assist oil companies hedge using futures and options. We designing customized hedging strategies for the largest oil refiners, oil...
Education & Certification
Long Island University-C W Post Campus - Bachelor of Science, Finance
CUNY Bernard M Baruch College - Master of Science, Finance
Daniel: Houston Series 4 tutor
Certified Series 4 Tutor in Houston, TX
I have been in the financial service industry for over 18 years and I would like to pass on my knowledge and experiences so that others can benefit .
Education & Certification
Saint Peters College - Bachelor of Science, Business Administration and Management
Daniel: Houston Series 4 tutor
Certified Series 4 Tutor in Houston, TX
I am a CPA with a background in teaching and tutoring. I can work with you on most finance, business, and accounting subjects. I help simplify the material and highlight the core lessons. I've been told it's very effective and helpful!
Education & Certification
Malone University - Bachelor in Arts, Organizational Leadership
Baldwin-Wallace College - Masters in Business Administration, Accounting
Mary: Houston Series 4 tutor
Certified Series 4 Tutor in Houston, TX
...coveted AAA balance sheet. This multi-year experience proved to be mutually beneficial both to my professional career, as it was for the bank's global securities businesses (particularly US Equities and Swiss Treasury) that I diligently represented resulting in increasing customer business and attractive risk adjusted return on capital (RAROC). My career trajectory continued to expand beyond US domestic equity markets into global markets - Asia, Latin America, Europe as well as into other asset classes...
Education & Certification
Dickinson College - Bachelor in Arts, Economics
Northwestern University - Masters in Business Administration, Finance
James: Houston Series 4 tutor
Certified Series 4 Tutor in Houston, TX
...$21 million in annual revenues, with over $700 million in customer assets under management, and employed approximately 300 licensed personnel. I coordinated and managed all functions of the holding company and its subsidiaries, which included a national brokerage firm, a commodity firm, an insurance firm, a market-making brokerage firm, and a facilities company. My responsibilities included all aspects of corporate and financial management, new business development, strategic planning, and tactical operations. After retiring from the...
Education & Certification
University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Jim: Houston Series 4 tutor
Certified Series 4 Tutor in Houston, TX
...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 Life and Health Insurance agent exam. My goal is to have the...
Education & Certification
Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Private Series 4 Tutoring in Houston, TX
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