
Mary: Series 55 tutor
Certified Series 55 Tutor
...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 priced, hedged, executed, and made...
Education & Certification
Dickinson College - Bachelor in Arts, Economics
Northwestern University - Masters in Business Administration, Finance

Kwame: Series 55 tutor
Certified Series 55 Tutor
...friendly, and attentive person, that enjoys connecting with my student and finding creative, fun ways to help them learn and become proficient in their subject. I always strive to make my lessons enjoyable and interesting, as I feel that students will apply themselves more when they are enjoying a subject and find the subject matter interesting. My approach to tutoring is to work with my student to understand his/her strengths and weaknesses in the subject,...
Education & Certification
Mississippi State University - Bachelors, Economics
Columbia University in the City of New York - Masters, Finance

Dennis: Series 55 tutor
Certified Series 55 Tutor
...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 you feel like...
Education & Certification
Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability

Andrew: Series 55 tutor
Certified Series 55 Tutor
...so, I have experience in the applied application of academic theory. I am adept at teaching economics and finance, as well as topics in math, statistics, business administration, and standardized testing including several of the Series Exams. My teaching philosophy begins with understanding a student's goals and helping them achieve success both inside and outside of the classroom. I can use elements of a student's background to relate complex subjects in a way that is more...
Education & Certification
UNC Chapel Hill - Bachelors, Economics & Psychology
Georgetown University - Masters, Finance

Peter: Series 55 tutor
Certified Series 55 Tutor
Hi! My names Peter and I'm here to help you learn! I'm from Northern Virginia, went to Langley High School and then American University where I played Division 1 golf. After college, I've been a finance professional for close to a decade, mentoring and tutoring younger professionals/students along the way. I'm looking forward to helping you learn and grow as we journey towards greatness!
Education & Certification
American University - Bachelor of Economics, Economics
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The Series 55 is an exam and qualification, which is also referred to as the Equity Trader Qualification Exam. As this alternate name suggests, the Series 55 tests a financial professional's ability to handle a job in equity trading. In fact, the exam was developed through a deep analysis of the many functions a typical trader performs throughout their work week. In order to take the Series 55 exam, a candidate must first possess either a Series 67 or Series 7 qualification.
Professionals who are planning to take the exam should prepare to answer 110 multiple-choice questions within the exam's three-hour time limit. In order to pass the Series 55, test-takers must answer at least 67% of the questions correctly. The exam covers a broad range of topics in categories such as trading, ordering handling, record keeping, and regulatory reporting. In that sense, individuals planning on taking the Series 55 exam should spend an ample amount of time studying before test-day.
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