Top Series 53 Tutors serving Boston
James: Boston Series 53 tutor
Certified Series 53 Tutor in Boston, MA
...the Financial Services Industry with the firm that later became Shearson American Express. At that firm I worked as a licensed stock, commodity, and insurance broker, earning the position of 2nd Vice President of Investments. By 1987, I had founded AISCO Holdings, Ltd., where I served as its Chief Executive Officer (CEO) and its Chairman of the Board. During my tenure, I held, among others, SEC Series Licenses 3, 4, 7, 15, 24, 27, 53,...
Education & Certification
University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Drew: Boston Series 53 tutor
Certified Series 53 Tutor in Boston, MA
...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 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,...
Education & Certification
The Richard Stockton College of New Jersey - Bachelor in Arts, Political Science and Government
Victoria: Boston Series 53 tutor
Certified Series 53 Tutor in Boston, MA
...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 the most success when we have discovered the student's learning style and thought-process. I believe learning should be an engaging, inspiring activity where the student can envision how their new knowledge will apply to real-life scenarios. I am also a firm proponent of education, believing it to be absolutely necessary...
Education & Certification
University of South Alabama - Bachelor of Science, Biology, General
Florida Atlantic University - Masters in Business Administration, Business Administration and Management
ACT Reading: 32
Mary: Boston Series 53 tutor
Certified Series 53 Tutor in Boston, MA
...the largest market maker in the U.S. financial options exchanges and had been looking to partner with a larger financial institution. The firm entered into a joint venture with Swiss Bank creating the opportunity to become part of a newly formed global team deployed as financial engineers in various financial centers - Chicago, Zurich, London, Paris, Tokyo, Hong Kong. My assignment was in the bank's headquarters of Zurich, Switzerland within the Treasury Group where I...
Education & Certification
Dickinson College - Bachelor in Arts, Economics
Northwestern University - Masters in Business Administration, Finance
Aaron: Boston Series 53 tutor
Certified Series 53 Tutor in Boston, MA
...strive to help others in their efforts to do business the right way. My expertise started long ago when I received my Bachelor's in Finance from the University of Nebraska-Omaha. During that time, I obtained my Series 7 and 66 licenses. Shortly after obtaining those licenses, I then obtained the Series 4, 24 and 53 licenses. To continue my pursuit of growth, I went on to earn my Certified Financial Planner (CFP) designation. A short...
Education & Certification
University of Nebraska at Omaha - Bachelor of Science, Finance
Kansas State University - Master of Science, Financial Planning
Jim: Boston Series 53 tutor
Certified Series 53 Tutor in Boston, MA
...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 student pass the exam(s)!
Education & Certification
Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Private Series 53 Tutoring in Boston, MA
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