Hajra: Series 27 test prep instructor
...trained fellow colleagues to pass the different FINRA exams. I understand the pressure of learning the materials 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...
Education & Certification
- American International College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 27
- SIE
- Series 22
- Series 82
- +9 subjects
Peter: Series 27 test prep instructor
...and MARGIN. I started a broker-dealer from scratch, was a manager of other reps, and was a producer. To see my career path including all the licenses I obtained, view me at Broker Check: https://brokercheck.finra.org/individual/summary/1313689 and see that I had all the licenses. I also was the prime 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...
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 7 - General Securities Representative Exam (Stockbroker)
- Series 9
- CSET - California Subject Examinations for Teachers
- +42 subjects
Ben: Series 27 test prep instructor
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
Subject Expertise
- Series 27
- Series 7 - General Securities Representative Exam (Stockbroker)
- Exam IFM - Investment and Financial Markets
- Series 79
- +39 subjects
James: Series 27 test prep instructor
...I coordinated and managed all functions of the holding company and its subsidiaries, which included a national brokerage firm, a commodity firm, an insurance firm, a market-making brokerage firm, and a facilities company. My responsibilities included all aspects of corporate and financial management, new business development, strategic planning, and tactical operations. After retiring from the Financial Services Industry, I have both consulted as well as managed various private companies in the Mineral and Mining Sector.
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 27
- Series 24
- Series 3
- Series 66
- +24 subjects
Jim: Series 27 test prep instructor
...for over 20 years 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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Subject Expertise
- Series 27
- Series 6
- Series 65
- Series 4
- +16 subjects