Top Series 4 Tutors serving Boston
James: Boston Series 4 tutor
Certified Series 4 Tutor in Boston, MA
...During my tenure, I held, among others, SEC Series Licenses 3, 4, 7, 15, 24, 27, 53, and 63. 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,...
Education & Certification
University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Peter: Boston Series 4 tutor
Certified Series 4 Tutor in Boston, MA
...You may be doing for the fun of it, looking to get a better understanding of investments, and exploring it as a career. You possibly are in college and wanting an internship at an investment firm. You are hired in the business and need to pass the SIE and the other FINRA exams thereafter. Please understand that these tests are NOT EASY. You must be committed to PASSING the test. Your commitment to passing ensures...
Education & Certification
Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
California University of Pennsylvania - Master of Science, Mathematics and Statistics
Daniel: Boston Series 4 tutor
Certified Series 4 Tutor in Boston, MA
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
Mary: Boston Series 4 tutor
Certified Series 4 Tutor in Boston, MA
...Kong. My assignment was in the bank's headquarters of Zurich, Switzerland within the Treasury Group where I priced, hedged, 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...
Education & Certification
Dickinson College - Bachelor in Arts, Economics
Northwestern University - Masters in Business Administration, Finance
Daniel: Boston Series 4 tutor
Certified Series 4 Tutor in Boston, MA
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
Aaron: Boston Series 4 tutor
Certified Series 4 Tutor in Boston, MA
...earn my Certified Financial Planner (CFP) designation. A short time later, I enrolled at Kansas 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...
Education & Certification
University of Nebraska at Omaha - Bachelor of Science, Finance
Kansas State University - Master of Science, Financial Planning
Drew: Boston Series 4 tutor
Certified Series 4 Tutor in Boston, MA
...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 with my own personal passing of many Insurance and FINRA required licenses makes me an excellent choice as your tutor. I also have an extensive business, economic, history, geography, philosophy and general knowledge experience that can also be called upon. Thanks...
Education & Certification
The Richard Stockton College of New Jersey - Bachelor in Arts, Political Science and Government
Michael: Boston Series 4 tutor
Certified Series 4 Tutor in Boston, MA
...fit, confidentiality rules. Equally as important is the able to see what is coming and to be flexible in your career choice, I have had to switch my focus, client base, trading style, learn new techniques and strategies due to technological advancements, change on Wall Street is a constant as they are always on the look out for the fastest, least expensive way to operate this usually applies to head count reductions. So, with a...
Education & Certification
Long Island University-C W Post Campus - Bachelor of Science, Finance
CUNY Bernard M Baruch College - Master of Science, Finance
Jim: Boston Series 4 tutor
Certified Series 4 Tutor in Boston, MA
...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 Life and Health Insurance agent exam. My goal is to have...
Education & Certification
Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Private Series 4 Tutoring in Boston, MA
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