Mary: Series 27 test prep instructor
...in increasing customer business and attractive risk adjusted return on capital (RAROC). My career trajectory continued to expand beyond US domestic equity markets into global markets - Asia, Latin America, Europe as well as into other asset classes FX, Commodities, Fixed Income dictated by customer investment policies, the liberalization of markets, and the respective risk books. I accepted new business roles and appointments and was later recruited to work with other global derivatives groups (Deutsche,...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 27
- Series 12 - NYSE Branch Manager
- Series 44 - NYSE Arca Options Market Maker Exam
- Series 23
- +109 subjects
Peter: Series 27 test prep instructor
...lead instructor for a Series 7 school years ago before publishing training manuals that became the big business we see today. My peers, other broker-dealers, had enough confidence in me to elect me to two different FINRA offices. One was regional 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...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 27
- Series 87
- Series 7
- Series 22
- +42 subjects
Hajra: Series 27 test prep instructor
...and then passing the exams in the allotted time frames given. I am passionate about helping people pass the professional exams and achieving their goals. I aim to be a resource to people, and letting them set the pace. I enjoy traveling when I can, either locally or internationally. Some of my favorite jaunts are those unassuming places that my family and I spontaneously drive to on a weekend off. We always good food and...
Education & Certification
- American International College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 27
- SIE
- Series 82
- Series 6
- +9 subjects
James: Series 27 test prep instructor
...I also taught there for a period of time and authored two books: The Do-It-Yourself Investor and Do-It-Yourself Investment Analysis. The former book was chosen by Sylvia Porter as one of her top business books for 1987. While completing my MBA, 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...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 27
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- Series 66
- +24 subjects
Jim: Series 27 test prep instructor
...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
Subject Expertise
- Series 27
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 4
- SIE
- +16 subjects