Top Series 27 Tutors serving Washington DC
Nana: Washington DC Series 27 tutor
Certified Series 27 Tutor in Washington, DC
I signed up to be a tutor because I enjoy helping others achieve their full potential and become the best version of themselves. I have an undergraduate degree in Economics and an MBA. I also have held Series 7 and 63 licenses in the past and currently licensed to sell health and life insurance.I am looking forward to working with you to exceed your goals!
Education & Certification
Spelman College - Bachelor in Arts, Economics
KELLOGG SCHOOL OF MANAGEMENT - Masters in Business Administration, Finance
Ben: Washington DC Series 27 tutor
Certified Series 27 Tutor in Washington, DC
Experienced portfolio manager, strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA, FRM
Education & Certification
University of Amsterdam - Bachelor of Economics, Economics
University of Southern California - Masters in Business Administration, Economics
Mary: Washington DC Series 27 tutor
Certified Series 27 Tutor in Washington, DC
...top universities. At the time, O'Connor was 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,...
Education & Certification
Dickinson College - Bachelor in Arts, Economics
Northwestern University - Masters in Business Administration, Finance
Peter: Washington DC Series 27 tutor
Certified Series 27 Tutor in Washington, DC
...office and the other a national position. I sat in on the meetings when FINRA changed the Series 7 test from a single 6 hour exam to the present two exams being the SIE and the Series 7 top off. I passed the Series 3 exam, the National Commodities Futures Exam. If you want to obtain the SIE license, you probably are in one of these categories. You may be doing for the fun of...
Education & Certification
Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
California University of Pennsylvania - Master of Science, Mathematics and Statistics
James: Washington DC Series 27 tutor
Certified Series 27 Tutor in Washington, DC
...I also began my professional career in 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...
Education & Certification
University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Jim: Washington DC Series 27 tutor
Certified Series 27 Tutor in Washington, DC
...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 the student pass the...
Education & Certification
Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Private Series 27 Tutoring in Washington DC
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