Andrew: Series 63 course instructor
...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 familiar with the student. Outside of work, I am an avid sports fan, lover of books and movies, meeting new people and hanging out with...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 63
- Series 56 - Proprietary Trader Qualification Exam
- Series 3
- Series 7
- +70 subjects
DeSean: Series 63 course instructor
...I was a student once. During undergraduate, I tutored students in Statistics and College Algebra. I completed my undergraduate with a B.S.B.A. in Personal Financial Planning, a B.S.B.A. in Finance, and a B.A. in Communication Studies. I do not like micromanagement, although I do believe a tutor and student should have a vested interest to benefit the student. In my free time, I enjoy long walks with my wife and playing the alto. saxophone.
Education & Certification
- Kutztown University of Pennsylvania - Bachelor of Science, Finance
- Kutztown University of Pennsylvania - Bachelor of Science, Financial Planning
- Kutztown University of Pennsylvania - Bachelor in Arts, Communication, General
Subject Expertise
- Series 63
- SIE
- Series 6
- Series 7
- +14 subjects
Brendan Daniel : Series 63 course instructor
...recently founded my own firm. Currently, I am a level 3 CFA candidate and portfolio manager for my digital asset hedge fund. I focus on the fund's DeFi investment strategy, blockchain research, and protocol risk management. For students, (and interns), I have taught solidity, python, CFA level 1 and 2 material, Series 7, 63, and 65. I have also taught financial modeling, smart contract development, data analysis, and machine learning model development in python. (CFA...
Subject Expertise
- Series 63
- CFA
- SIE
- Series 86
- +62 subjects
Angelo: Series 63 course instructor
I love helping students in topics related to math, to finance (public and private equity) and to engineering. I believe that if I can't explain concept, then I don't understand it. By that same token, if a student can't explain a concept back to me, then they don't understand it even if they say they do. I believe in getting to know all students, as their background is intricately connected with how they learn.
Education & Certification
- University of Florida - Master of Science, Electrical Engineering
- University of Pennsylvania - Masters in Business Administration, Business Administration and Management
- university of chicago - Master's/Graduate, ma
Subject Expertise
- Series 63
- MPJE - Maryland
- CCHI - Certification Commission for Healthcare Interpreters
- Series 3
- +325 subjects
Dennis: Series 63 course instructor
...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 learning, even if there will be no test or recognition. Your education is really for...
Education & Certification
- Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
Subject Expertise
- Series 63
- Series 55
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- +49 subjects
Myles: Series 63 course instructor
...in banking, investments, and business ownership, has led me to acquire the Series 7, 65, 63, SIE, and Life Insurance licenses. In addition, I am a Chartered Retirement Planning Counselor and Certified Financial Planner. Because of the study habits I was taught, I was able to pass all exams on my first attempt and in a relatively short time frame. I hope to pass on to more students the study habits that I was blessed...
Education & Certification
- Lamar University - Bachelor in Arts, Communication, General
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- SIE
- +4 subjects
Christopher: Series 63 course instructor
...love math and finance! Especially the ins and outs of the stock market! I went to school for electrical engineering, but my passion has always been in finance. I have had experience trading stocks on my own, and eventually used that knowledge to become licensed (SIE, Series 7, Series 63) and become a successful broker through E*TRADE! I love kayaking and other outdoor activities in my spare time. Please be open! I will do what...
Education & Certification
- Chattahoochee Technical College - Associate in Science, Biomedical Engineering
Subject Expertise
- Series 63
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Algebra
- +7 subjects
Melissa: Series 63 course instructor
I have 20 years of real world experience in business. I can teach the following licenses: SIE, Series 7, Series 63, and Series 66. I am a current licensed senior broker at a large firm. I have assisted with in-person training to pass these licenses and have worked teaching adults my entire career. Cannot wait to work with you!
Education & Certification
- The University of Texas at Arlington - Bachelor in Arts, Anthropology
- Capella University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 7
- Series 66
- SIE
- +1 subjects
Kyle: Series 63 course instructor
I have a passion for financial and capital markets and love to teach and educate others. I have worked my entire professional career in financial services utilizing series exam information on a daily basis. I have a Masters of Finance from the University of Notre Dame and work as a investment analyst at a private investment firm. Open to giving career mentorship as well!
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- University of Notre Dame - Current Grad Student, Finance
Subject Expertise
- Series 63
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- +11 subjects
Evan: Series 63 course instructor
...Economics, Math, or Accounting work, or CFA exam prep I graduated Summa Cum Laude (top 5% of my class) from Northwestern University with a degree in economics. I subsequently passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I served as a Director of Finance for a Private Equity owned enterprise. I...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 63
- Series 24
- Series 7
- Series 66
- +27 subjects
Joseph: Series 63 course instructor
...students, especially those studying for FINRA and State Insurance Licensing exams. I have created unique study plans and practice exam questions that have assisted my students to pass their exams without any doubt about their capabilities. I'm happy to help you succeed in all FINRA and State Insurance Exams tutoring. Your passing grade is both of our goals! I welcome all students to study together to obtain that license and realize their dreams!
Education & Certification
- Yeshiva University - Bachelor of Science, Economics
- Western Governors University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 9
- Series 57
- SIE
- +48 subjects
Vincent : Series 63 course instructor
...MBA Graduate, and Lifelong Learner. I have successfully taken and passed the Securities Industry Essentials (SIE), the General Securities Representative (Series 7), the Uniform Securities Agent State Law (Series 63), and the Uniform Investment Advisor Law (Series 65) examinations. Due to my experience in financial services, I will be able to incorporate real-world examples into my sessions in order to help students grasp and understand the material at hand. Let's get started!
Education & Certification
- University of Central Florida - Bachelor of Science, Business and Managerial Economics
- Georgian Court University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- Series 65
- +14 subjects
Nicholas: Series 63 course instructor
Through almost a decade as a financial planner, I enjoy helping others enter the field and continue to develop their expertise. I tutor the Series 6, 63, 65 and 7 exams and the CFP Board exam.
Education & Certification
- Susquehanna University - Bachelor of Science, Finance
Subject Expertise
- Series 63
- SIE
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- +8 subjects
Aleta: Series 63 course instructor
...in the financial services industry, I have passionately seen my primary role as an educator. This is equally important to me as a tutor. During my career, I obtained the Certified Series 7, 6, 63, and 65 and the Life, Health, Annuities and Variable Contracts Producer License within various states. I also hold an MBA in finance. I own a financial consulting firm providing financial coaching, financial educational presentations/events, academic instruction and money management skills...
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 63
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- +27 subjects
Michael: Series 63 course instructor
...brought me to earn my PhD and my flight instructor certificate, allowing me to teach various areas in finance, such as corporate finance, personal finance, and securities markets, and anything dealing with aviation. I have recently changed my career to move out of in-house financial services firms and focus completely on teaching. The way I prefer to teach and tutor is to work with the student, not lecture them. I try to find their strengths...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 63
- Series 7
- Series 9
- Series 65
- +16 subjects
Michael: Series 63 course instructor
...price. Here we traded large institutional size orders of every strategy for the banks client who are sophisticated hedge funds, asset managers and clients were desks in a bank who used me instead of their in-house trading desks. I have been involved in quantitative portfolio management recently designing customized passive investment strategies for state pension funds using quantitative data to help them generate alpha with little tracking error risk. I have a Masters degree from...
Education & Certification
- Long Island University-C W Post Campus - Bachelor of Science, Finance
- CUNY Bernard M Baruch College - Master of Science, Finance
Subject Expertise
- Series 63
- Exam IFM - Investment and Financial Markets
- Series 55
- Series 44 - NYSE Arca Options Market Maker Exam
- +14 subjects
Ramona: Series 63 course instructor
...finance. My favorite subject to teach is reading because it opens up a whole new world to the student. I also like to teach finance because we earn money and spend money, but we don't really know how to manage it and make it work for us. I enjoy reading, spending time at the beach or near water and traveling My goal is to visit all 50 states. Currently I have visited 32. My teaching...
Education & Certification
- University of North Florida - Bachelor in Business Administration, Business Administration and Management
- Patten University - Masters in Business Administration, Finance
Subject Expertise
- Series 63
- Series 6
- PMP
- Series 23
- +16 subjects
James: Series 63 course instructor
...Cum Laude (1978). During that time period I helped establish my first financial conglomerate, including a mutual fund, an NASD sales and investment advisory firm, and a transfer agent. In 1983, I earned a Master's in Business Administration from Illinois State University with a specialty in the field of Finance. 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...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 63
- Series 66
- FINRA - Financial Industry Regulatory Authority
- Series 7 - General Securities Representative Exam (Stockbroker)
- +24 subjects
Claudio: Series 63 course instructor
CFA level 1 candidate with diversified graduate-level education in econometrics, derivatives, corporate finance, economics and financial statement analysis. I am a team player, goal oriented, trustworthy. I am fluent in Spanish and English and I am the former President of the Latino Student Association at BYU- Hawaii. I have been educated in 3 different continents. Registered Representative (Series 7)
Education & Certification
- Brigham Young University-Hawaii - Bachelor of Science, Business Administration and Management
- Trinity College - Master of Science, Finance
Subject Expertise
- Series 63
- Series 6
- Series 65
- Series 66
- +34 subjects
Valentina: Series 63 course instructor
...industry for over 20 years, and I am FINRA licensed in Series 7, Series 66, and of course, in SIE since it is a pre-requisite for Series 7. I have also been FINRA licensed in Series 63 and Series 65. The exams are very challenging, but there is nothing there that you will not be able to comprehend and nail from the first attempt. Therefore, I am standing by to help you with these challenging...
Education & Certification
- Colorado Mesa University - Bachelor of Science, Computer and Information Sciences, General
Subject Expertise
- Series 63
- Series 66
- FINRA - Financial Industry Regulatory Authority
- SIE
- +4 subjects