Private Series 24 Tutoring
Receive personally tailored Series 24 lessons from exceptional tutors in a one-on-one setting. We help you connect with the best tutor for your particular needs while offering flexible scheduling to fit your busy life.
...(Certified 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... Read more
Can also tutor: CPA, Series 6, Series 7 and 41 more subjects.
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 . Read more
Can also tutor: Series 10, Series 63, Series 4 and 4 more subjects.
...my life being a student of the financial realm; and to this day, constantly work to perfect my craft. I believe a lot of work done by financial professionals is noble, they have the ability to help others retire comfortably, protect themselves and loved ones against unfortunate circumstances, help others as well as many other goals they have. I believe there is a right way to do business and I strive to help others in... Read more
Can also tutor: Series 66, CFP, Series 4 and 7 more subjects.
...and tutor, training over 125 students from Middle School to Graduate School in business and related topics. I most commonly teach via analogy -- I relate what you DO know to what you are TRYING to learn. I've also developed instructional aides to clearly demonstrate principles being taught. No one knows it all and we all need help. If you're looking for an edge in any of the areas of my expertise, invest in... Read more
Can also tutor: Series 63, Series 7, AP Macroeconomics and 43 more subjects.
...is the foundation of society and that personal growth and betterment are natural to each individual whether it be economic, intellectual, or spiritual. Learning is unique to each person and each person, who has the interest, will benefit from the best possible learning situation that can be provided and consequently contribute to the whole of society. No one method applies to all. It is my goal to focus on the individual, adapt my methods to... Read more
Can also tutor: Series 3, Series 22, CIMA and 166 more subjects.
...I can help - ALL of my students pass their exams. With 25 years in the securities industry working in a wide range of roles from private, high net worth only partnerships to large wirehouses and having earned a number of licenses along the way (Series 7, 63, 66, 24 as well as General Lines Life, Accident and Health insurance), I have so much knowledge and practical experience to share - the idea that I... Read more
Can also tutor: Series 66, Series 63, FINRA - Financial Industry Regulatory Authority and 14 more subjects.
...As the firm's primary SEC Licensed Principal, I grew this financial services conglomerate to $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... Read more
Can also tutor: FINRA - Financial Industry Regulatory Authority, Series 66, Series 53 and 24 more subjects.
...my students achieve their goals. I have a strong passion to serve others and have an extensive list of success as a mentor, coach and trainer. I have had the benefit of working at all levels in some of America's largest financial service and Fintech companies. In addition to working directly with staff, I have also been responsible for leading a Training organization responsible for hiring and training 2000 new brokers. My field experience combined... Read more
Can also tutor: Series 63, Series 57, Series 6 and 40 more subjects.
...Physics from The Ohio State University and a Masters in Finance and Economics from Ohio University. Currently I am in another Master program, this one is for Accountancy, specialized in Auditing. I am expected to finish my second Master in Fall of 2019, and I will start my Doctorate program for Business and Corporate Strategies in August 2019. My primary areas of focus are Finra licensing, such as Series 7 and Series 65, along with... Read more
Can also tutor: CPA, Series 63, Series 66 and 78 more subjects.
Knowledge is power. If you need to help better understand the Series 7, 63 or 65 , consider me. My score on the Series 7 was 92. Read more
Can also tutor: Series 52, Series 65, Series 63 and 23 more subjects.
...of 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... Read more
Can also tutor: Series 6, SIE, Series 65 and 81 more subjects.
Experienced portfolio manager, strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA, FRM Read more
Can also tutor: Series 66, CPA, Series 15 - Foreign Currency Options Exam and 33 more subjects.
...largely a function of how it's defined, I consider my own success to be helping my students along a journey to attaining their respective goals. But that journey begins with a first step, at times a humbling step. As a coach and mentor, I value my role as your trusted resource in helping you take those initial steps on your journey to passing the securities exam(s) and onward to a bright future! Read more
Can also tutor: Series 79, Series 66, Series 7 and 20 more subjects.
...executed, and made markets on OTC derivatives, structured product and warrants held by the 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... Read more
Can also tutor: Series 15 - Foreign Currency Options Exam, Series 51, Series 14A - NYSE DMM Compliance Official Examination and 99 more subjects.
...the University of Colorado - Boulder. I received my Bachelor of Science in Marketing and International Business with a minor in Economics. I have experience teaching English as a Second Language online to children 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)... Read more
Can also tutor: CPFA, Series 7, Series 7 - General Securities Representative Exam (Stockbroker) and 63 more subjects.
...(CFP) professional. I have extensive experience working in the financial services industry. Currently I manage a sales team at T. Rowe Price. I am FINRA Series 7, Series 6, Series 63, Series 24, and Series 66 registered in all 53 jurisdictions. In previous roles, I was responsible for mentoring and supporting associates tasked with passing various FINRA licenses, as well as the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning Counselor... Read more
Can also tutor: Series 66, Series 63, Series 7 and 26 more subjects.
I am an Investment Banker specializing in Healthcare and Manufacturing both for Capital Raises and Buy and Sell side. Read more
Can also tutor: Series 6, Series 65, Series 66 and 20 more subjects.
Can also tutor: Series 7 - General Securities Representative Exam (Stockbroker), SIE, Series 6 and 16 more subjects.
...in Business Administration and I am a Certified Financial Planner. I also have several industry licenses; series 7, 66, 51, 24, and 2-15. I am passionate about personal financial literacy and have previously taught financial literacy classes to high school students. While I tutor a broad range of subjects, I am most passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex exams, we always seem to... Read more
Can also tutor: Series 65, Series 23, Series 26 and 35 more subjects.
...teacher of basic and advanced managerial accounting, finance, investments, FINRA licenses (SIE, Series 7 and 24). Practitioner and teacher, bonds and stock, trader, analyst and writer. I started at the NY brokerage firm Bear Stearns at 17 years old and earned some licenses along the way (7, 63, 55 and 24 supervisory principal). Life is easiest when armed with a variety of skill sets. So learn a little of everything but specialize in something that... Read more
Can also tutor: Series 7, Series 63, Series 7 - General Securities Representative Exam (Stockbroker) and 49 more subjects.
Receive personally tailored Series 24 lessons from exceptional tutors in a one-on-one setting. We help you connect with the best tutor for your particular needs while offering flexible scheduling to fit your busy life.
Series 24 is a license and exam, which is also called the General Securities Principal Exam. It was given this name because individuals who pass the exam are able to go on and act as supervisors and branch managers at a broker-dealer. In order to take the Series 24 Exam, a financial professional must first hold a pre-requisite license. This can be achieved by completing another Series exam, such as the Series 7, 17, 37, 38, 57, 62, 79, or 82. If you already have one of these licenses and are ready to take the Series 24 Exam, you should begin the preparation process by familiarizing yourself with the format and content of the test.
First, it's important to know that the test has 150 multiple-choice questions, which a test-taker must complete within a three-hour and forty-five-minute time limit. At least 70% of these questions must be answered correctly to pass the exam and receive a Series 24 license. The content of the exam is meant to grade a financial professional's ability to successfully carry out the job functions of a securities principal. Therefore, the topics on the exam you should expect to see questions on include things like corporate securities, real investment trusts, trading customer accounts, and regulatory guidelines.
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