A 25 plus year veteran of the Financial Services industry. I have been involved with advising and counselling 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.
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...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!
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...professionally or as a personal interest I have tutored, mentored, and coached young and experienced adults in select academic topics, select professional exam pre test materials, soft skills, technical skill building, performance improvement, decision making, financial literacy, and leadership. While I can tutor a broad range of subjects, I am most passionate about finance, FINRA exams, decision making, financial literacy, and leadership. I am a firm proponent of higher education as well as career connected...
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...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, 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...
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...a firm. I have over twenty years of teaching experience at the college and university level in addition to having served as a national educator in investments for a Fortune 20 firm. My background includes having been licensed as a Certified Public Accountant, Certified Financial Planner, Certified Trust and Investment Advisor, Regulation 144 Specialist, Retirement Planning Specialist, Certified Senior Advisor, and a variety of other qualifications. In 2019, as I began tutoring and realized that...
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...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 we have discovered the student's learning style and thought-process. I believe learning should be an engaging, inspiring activity where the student can envision how their new knowledge will...
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...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...
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...Montgomery Public School system (Montgomery, AL). The subjects ranged from pre-algebra to calculus. I taught grades 6th, 9th, 10th, 11th, & 12th. During my last year of teaching high school, I began studying for FINRA Series 6 exam. I passed the series 6 exam in May of 2018. Two weeks later I passed the Series 63. A month later I passed the Series 26. In February of 2019 I passed the Series 65. All together...
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Our interview process, stringent qualifications, and background screening ensure that only the best Series 26 tutors work with Varsity Tutors. To assure a successful experience, you're paired with one of these qualified tutors by an expert director - and we stand behind that match with our money-back guarantee.
Receive personally tailored Series 26 lessons from exceptional tutors in a one-on-one setting. We help you connect with the best tutor for your particular needs while offering flexible scheduling to fit your busy life.
Series 26 Tutoring FAQ
Series 26 is a license and exam that is administered by the Financial Industry Regulation Authority, or FINRA. It is also called the Investment Company and Variable Contracts Products Principal Exam. Individuals who pass the exam can become limited principals and are able to supervise and manage sales activities for investments companies and annuities. If you're interested in one of the positions that a Series 26 license qualifies you for, scoring well enough on the exam to pass is essential.
The Series 26 Exam takes two-hours-and-thirty minutes to complete. It is comprised of 110 multiple-choice questions, of which at least 70% must be answered correctly. The exam is split into three broad categories; personnel management activities and registration of the broker-dealer, supervision of associated persons and sales practices, and overseeing compliance and business processes of a broker-dealer and their offices. Within these categories, you can expect to find questions on topics like the Securities Act of 1933, registration, underwriter requirements and procedures, annuities types and valuations, and FINRA conduct rules.
Given the importance of passing the Series 26 Exam, many professionals choose to seek help with their test preparation process. One of the best ways to get this help is by signing up to work with a private Series 26 tutor. Varsity Tutors can help you with this process by connecting you to a tutor who is an expert on the topics covered on the exam. You and your tutor will meet online, via a live learning platform with tools that replicate a face-to-face meeting. Varsity Tutors can find you a tutor who is able to meet with you around your work schedule. That means that even the busiest professionals can still take advantage of the tutoring process.
Private tutoring works because of its customized nature, which is hard to find in other academic settings. You will work with your tutor individually, which means that every lesson can be tailored to fit your specific set of needs. This ensures that getting you ready to take the Series 26 Exam remains the sole focus of each meeting with your tutor. It also means that you can spend more time on challenging topics and less time on topics you already feel confident in. You may even find that working with a Series 26 tutor is exactly what you need to start feeling more confident in your abilities. If this type of test preparation process appeals to you, you can get started by contacting Varsity Tutors today.
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