Hal: Series 26 course instructor
...qualifications. In 2019, as I began tutoring and realized that it had been decades since I originally passed my securities licensing exams, I took the Securities Industry Essentials Exam (SIE), and retook the Uniform Investment Adviser Law Exam (Series 65), and the National Commodities Futures Exam (Series 3), passing each on a single sitting. Over the past two years, I've tutored well over 200 students, balancing that with authoring a couple of investment-related textbooks and...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 26
- Series 63
- Series 86
- Series 24
- +171 subjects
Barrett: Series 26 course instructor
...is largely a function of how it's defined, I consider my own success to be helping my students along a journey to attaining their respective goals. But that journey begins with a first step, at times a humbling step. As a coach and mentor, I value my role as your trusted resource in helping you take those initial steps on your journey to passing the securities exam(s) and onward to a bright future!
Education & Certification
- Florida International University - Bachelor of Science, Criminal Justice
- Louisiana State University and Agricultural Mechanical College - Doctor of Laws, Law Enforcement Administration
Subject Expertise
- Series 26
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 51
- Series 66
- +20 subjects
Edward: Series 26 course instructor
A 25 plus year veteran of the Financial Services industry. I have been involved with advising and counseling both clients and advisors, and am passionate about helping others learn how financial markets work. I have passed the Series 6, 7, 24, 26, and 66 exams, and held the Massachusetts Life and Health insurance licenses. I am a former youth and high school basketball coach, youth and high school football coach.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 26
- Series 7
- Series 9
- Series 7 - General Securities Representative Exam (Stockbroker)
- +24 subjects
Brian: Series 26 course instructor
...executive that loves to help people and businesses achieve their desired improvements. I am a graduate of Portland State University. I received a Bachelor of Science with honors in Finance and Law. I also received a certificate in Black Studies with honors. I have a graduate degree from the Stonier Graduate School of Banking as well. I started a financial consulting business while in college then sold it a few years out of college. I...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 26
- Series 7
- Series 65
- Six Sigma
- +22 subjects
Isaiah: Series 26 course instructor
...In February of 2019 I passed the Series 65. All together it took me about 6 months to study and pass all exams. Now, I actively tutor in all exams. I provide reading material, notes, and test questions for each student during each session. My mission is to help students achieve a level of confidence based on knowledge, test taking skills, and deductive reasoning. As of now on average I have at least 5 students...
Education & Certification
- Alabama State University - Bachelor of Science, Mathematics
- Alabama State University - Master of Science, Mathematics
Subject Expertise
- Series 26
- Series 63
- Series 6
- SIE
- +29 subjects
Karen: Series 26 course instructor
...Stevens. I graduated with a master's degree from Ashwood University in business administration. In addition, I hold an English teaching certificate. Since I graduated, I've taught or coached in several areas. However, my primary focus has been on Series licensing. I help students with all licenses such as SIE, 6, 63, 7 65.66, 24 and many more. Many students struggle with the concepts of the SIE exam. I can break it down for you and...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 26
- Real Estate License
- Series 10
- Series 99
- +22 subjects
Mary: Series 26 course instructor
...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 career, as it was for the bank's global securities businesses (particularly US Equities and...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 26
- Series 3
- Series 55
- Series 44 - NYSE Arca Options Market Maker Exam
- +109 subjects
Victoria: Series 26 course instructor
...am a Certified Financial Planner. I also have several industry licenses; series 7, 66, 51, 24, and 2-15. I am passionate about personal financial literacy and have previously taught financial literacy classes to 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...
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 26
- Exam IFM - Investment and Financial Markets
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +35 subjects