Top Series 53 Tutors serving Chicago
James: Chicago Series 53 tutor
Certified Series 53 Tutor in Chicago, IL
...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, 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...
Education & Certification
University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Aaron: Chicago Series 53 tutor
Certified Series 53 Tutor in Chicago, IL
...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 with...
Education & Certification
University of Nebraska at Omaha - Bachelor of Science, Finance
Kansas State University - Master of Science, Financial Planning
Mary: Chicago Series 53 tutor
Certified Series 53 Tutor in Chicago, IL
...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 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...
Education & Certification
Dickinson College - Bachelor in Arts, Economics
Northwestern University - Masters in Business Administration, Finance
Victoria: Chicago Series 53 tutor
Certified Series 53 Tutor in Chicago, IL
...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 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...
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
Jim: Chicago Series 53 tutor
Certified Series 53 Tutor in Chicago, IL
...and have a good understanding of 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...
Education & Certification
Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Private Series 53 Tutoring in Chicago, IL
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