
Andrew: Concord Series 3 test prep instructor
...am adept at teaching economics and finance, as well as topics in math, statistics, 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...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 3
- CPA
- Series 56 - Proprietary Trader Qualification Exam
- Series 7
- +70 subjects

Kevin: Concord Series 3 test prep instructor
...that I help students succeed and realize their own potential with improved confidence, grades and test scores. Because I have over 20 years of "real life" professional experience and have traveled extensively, I am able to provide you real life examples to help understand the value of learning the topics I tutor you with. I...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 3
- Series 66
- Series 63
- Series 7
- +41 subjects

Ben: Concord Series 3 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,...
Education & Certification
- University of Amsterdam - Bachelor of Economics, Economics
- University of Southern California - Masters in Business Administration, Economics
Subject Expertise
- Series 3
- Series 7
- Exam IFM - Investment and Financial Markets
- Series 66
- +39 subjects

Peter: Concord Series 3 test prep instructor
...would want me as at tutor mainly because of my experience. My expertise is in OPTIONS 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...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 3
- Insurance License
- Series 53
- Series 79
- +42 subjects

Chi-Sun: Concord Series 3 test prep instructor
...the students to truly understand the concepts and reasoning behind math, and not just learn how to apply formulas and do well on tests. Although they may get good grades, this will be useless later in life. In my teaching experience, when students actually learn the concepts and logic, not only does their math vastly...
Education & Certification
- Massachusetts Institute of Technology - Bachelor of Science, Computer Science
Subject Expertise
- Series 3
- Exam FM - Financial Mathematics
- Exam STAM - Short-Term Actuarial Mathematics
- Series 7 - General Securities Representative Exam (Stockbroker)
- +112 subjects

Paul J : Concord Series 3 test prep instructor
...- Proven track record in investment banking and commodity exchange settings. - Insightful CFA exam grader with deep understanding of exam requirements. - Successful stint in hedge fund environment, enhancing market insight. - Former Head of Trading Risk at major clearing house, overseeing significant operations. - Aims to mentor CFA candidates, combining rich industry background...
Education & Certification
- Pace University-New York - Masters in Business Administration, Business, General
Subject Expertise
- Series 3
- Series 44 - NYSE Arca Options Market Maker Exam
- ChFC - Chartered Financial Consultant
- Series 32
- +58 subjects

Jonathan: Concord Series 3 test prep instructor
...I am well acquainted with many of the various subjects taught by varsity tutors. The courses I have taken in financial derivatives, business statistics and corporate financial analysis have given me a broad base knowledge, as well as a forum for exploration. My personal goal is to use the knowledge I have gained combined with...
Education & Certification
- St Johns University-New York - Bachelor of Science, Finance
- St Johns University-New York - Masters in Business Administration, Finance
Subject Expertise
- Series 3
- Insurance License
- Macroeconomics
- GRE Quantitative
- +75 subjects

Hal: Concord Series 3 test prep instructor
...on the individual, adapt my methods to their needs, and inspire them to succeed. I enjoyed a nearly thirty-year career in financial services where I worked as a financial planner, wire-house broker (stockbroker), trust advisor, and wealth advisor. I worked the broker-dealer channel, the bank channel, and the independent channel. I developed and took an...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 3
- Series 86
- Series 16
- Series 24
- +171 subjects

Michael: Concord Series 3 test prep instructor
...I can learn something and then pass it on to others. That is what 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...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 3
- Series 66
- FINRA - Financial Industry Regulatory Authority
- Series 65
- +16 subjects

Daniel: Concord Series 3 test prep instructor
Learn from a finance industry professional with nearly 2 decades of experience. Formally trained in Economics with an MBA in Finance. I am also a CFA Charterholder. My talent in explaining difficult concepts easy to understand!
Education & Certification
- Boston University - Bachelor in Arts, Economics
- FGV - Fundação Getulio Vargas - Masters in Business Administration, Finance
Subject Expertise
- Series 3
- Series 6
- Series 7
- CFA
- +10 subjects

Gregory: Concord Series 3 test prep instructor
...Mathematics at The University of Chicago (Masters Degree.) I have 20 years experience using complex concepts in finance (stats, linear algebra, calculus) at JPMorgan and UBS. I teach stats, finance and programing in a user friendly way. I don't repeat the dry methods of text books. MATLAB is my main scripting language; I also use...
Education & Certification
- Wesleyan University - Bachelor in Arts, Economics
- University of Chicago - Master of Science, Financial Mathematics
Subject Expertise
- Series 3
- Series 31
- Series 63
- Series 7
- +48 subjects

Michael: Concord Series 3 test prep instructor
...held, stop, best effort etc. and PFOF it's effect on trading and it's use by companies like Robinhood, dark pools, equity and options trading OMS (Order management systems) algorithms types and usage, options trading strategies, futures trading strategies, portfolio strategies, quantitative portfolio theory and strategies, hedging strategies in equities, options, compliance questions, proper order handling,...
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 3
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 4
- SIE
- +14 subjects