...O'Connor & Associates, the Chicago-based pioneer of options trading and risk management becoming a floor member of the Philadelphia Stock Exchange trading single stock options and futures. My training began in the trading pit, side by side senior traders for whom I would be responsible for tracking delta positions, hedging trades, communicating with the partners, and learning options theory to prepare for a three-week intensive in house options course in Chicago with a peer group....
A 25 plus year veteran of the Financial Services industry. I have been involved with advising and counselling both clients and advisors, and am passionate about 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 am currently a high school basketball coach, and former youth and high school football coach.
While winning is 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!
...State University, where I received my Bachelor's Degree in Mathematics. Currently, I am in my last semester of finishing up my Master's Degree in Mathematics. For four years I taught math in Montgomery Public School system (Montgomery, AL). The subjects ranged from pre-algebra to calculus. I taught grades 6th, 9th, 10th, 11th, & 12th. During my last year of teaching high school, I began studying for FINRA Series 6 exam. I passed the series 6...
...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...
...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 have...
...financial and defense intelligence executive that loves to help people and businesses achieve their desired improvements. I am a graduate of Portland State University. I received a Bachelor of Science with honors in Finance and Law. I also received a certificate in Black Studies with honors. I have a graduate degree from the Stonier Graduate School of Banking as well. I started a financial consulting business while in college then sold it a few years...
...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 their...
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Series 26 Tutoring FAQ
Series 26 is a license and exam that is administered by the Financial Industry Regulation Authority, or FINRA. It is also called the Investment Company and Variable Contracts Products Principal Exam. Individuals who pass the exam can become limited principals and are able to supervise and manage sales activities for investments companies and annuities. If you're interested in one of the positions that a Series 26 license qualifies you for, scoring well enough on the exam to pass is essential.
The Series 26 Exam takes two-hours-and-thirty minutes to complete. It is comprised of 110 multiple-choice questions, of which at least 70% must be answered correctly. The exam is split into three broad categories; personnel management activities and registration of the broker-dealer, supervision of associated persons and sales practices, and overseeing compliance and business processes of a broker-dealer and their offices. Within these categories, you can expect to find questions on topics like the Securities Act of 1933, registration, underwriter requirements and procedures, annuities types and valuations, and FINRA conduct rules.
Given the importance of passing the Series 26 Exam, many professionals choose to seek help with their test preparation process. One of the best ways to get this help is by signing up to work with a private Series 26 tutor. Varsity Tutors can help you with this process by connecting you to a tutor who is an expert on the topics covered on the exam. You and your tutor will meet online, via a live learning platform with tools that replicate a face-to-face meeting. Varsity Tutors can find you a tutor who is able to meet with you around your work schedule. That means that even the busiest professionals can still take advantage of the tutoring process.
Private tutoring works because of its customized nature, which is hard to find in other academic settings. You will work with your tutor individually, which means that every lesson can be tailored to fit your specific set of needs. This ensures that getting you ready to take the Series 26 Exam remains the sole focus of each meeting with your tutor. It also means that you can spend more time on challenging topics and less time on topics you already feel confident in. You may even find that working with a Series 26 tutor is exactly what you need to start feeling more confident in your abilities. If this type of test preparation process appeals to you, you can get started by contacting Varsity Tutors today.
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