
Kristin: Wheaton Series 7 test prep instructor
I just obtained my licenses within the last year: 6, 63, 66, 7. While my employer provided me with the books, I was not given study support which I think would have been incredibly helpful to me. I look forward to helping you pass on your first try!
Education & Certification
- Eastern Illinois University - Bachelor of Science, Special Products Marketing Operations
- Lewis University - Masters in Business Administration, Agricultural Business
Subject Expertise
- Series 7
- Series 63
- SIE
- Series 66
- +1 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 7
- SIE
- Series 6
- Series 24
- +16 subjects
Education & Certification
- Milwaukee School of Engineering - Bachelor of Engineering, Electrical Engineering
- Roosevelt University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Real Estate License
- Exam IFM - Investment and Financial Markets
- Series 7 - General Securities Representative Exam (Stockbroker)
- +84 subjects

Eric: Wheaton Series 7 test prep instructor
...but what's important is developing the ability to admit when you don't know and seek help. Working one-on-one, whether with a teacher or mentor, has helped me turn a corner in multiple subjects over the course of my academic career. Learning how to deal with adversity can certainly be applied in all areas of life. Finally, I've realized that education is a lot more fun when you share the experience with others. With that said,...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 66
- Accounting
- AP Calculus AB
- +29 subjects

John: Wheaton Series 7 test prep instructor
...I bring a fresh perspective along with a deep understanding of the SIE and Series 7 exams. Having recently earned my own licenses, I developed a proven strategy that helped me succeed, and I am now offering tutoring services to help others do the same. With a tailored approach that simplifies complex concepts and focuses on key areas of the exam, I am committed to guiding aspiring professionals to achieve their goals and pass with...
Education & Certification
- Northeastern Illinois University - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- FINRA - Financial Industry Regulatory Authority
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +1 subjects

Katherine: Wheaton Series 7 test prep instructor
...I was also a writing and technology tutor on campus as well as working with the technical support desk. Since graduation, I have continued tutoring technology at my local library and volunteering at elementary schools in Waukegan. While I tutor a broad range of subjects, I am most passionate about English, Math, and Music. In my spare time, I enjoy reading, spending time with my dog Puddles, and watching Doctor Who and Mr Robot.
Education & Certification
- University of Wisconsin-Whitewater - Bachelor in Business Administration, Information Technology
Subject Expertise
- Series 7
- CST - California Standards Test
- CPA
- MCAT
- +71 subjects

Hajra: Wheaton Series 7 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 7
- Series 27
- Series 86
- Series 66
- +9 subjects
Education & Certification
- University of Michigan-Ann Arbor - Bachelor of Science, Economics
Subject Expertise
- Series 7
- Series 79
- CPA
- CFA
- +51 subjects
Education & Certification
- Harvard College - Current Undergrad Student, Philosophy
Subject Expertise
- Series 7
- CPA
- Finance
- Adult Literacy
- +66 subjects

Hal: Wheaton Series 7 test prep instructor
...introducing brokerage firm through the entire FINRA (then NASD) creation and registration process. I attended what was then a week-long Brokers Option Course at the Chicago Board of Options and followed that as the designated options trader for 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...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 7
- Series 26
- Insurance License
- Series 87
- +171 subjects
Education & Certification
- SUNY College at Old Westbury - Bachelor in Arts, Political Economy
Subject Expertise
- Series 7
- Series 63
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- +52 subjects

Joseph: Wheaton Series 7 test prep instructor
...goals and objectives. I am very compassionate and patient with my 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...
Education & Certification
- Yeshiva University - Bachelor of Science, Economics
- Western Governors University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Insurance License
- Series 6
- Series 65
- +48 subjects

Gary: Wheaton Series 7 test prep instructor
I tutor securities licensing exam prep courses for NASAA & FINRA registrations (Series 6,7,63,65,66 and a few others). I own a financial practice, hold the Series 65 and a CRPC designation, and my experience, knowledge and research are current and relevant.
Education & Certification
- Columbia College - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 10
- Series 5 - Interest Rate Options Exams
- SIE
- +72 subjects

Mary: Wheaton Series 7 test prep instructor
...orders, and floor manager, overseeing the daily operations. The environment was dynamic, highly demanding, requiring laser focus, preparation and stamina. An integral member of the firm, collaborating with other member firms and the Board of Governors, serving on committees, worked on new business initiatives, recruiting and training new hires from top universities. At the time, O'Connor was the largest market maker in the U.S. financial options exchanges and had been looking to partner with a...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- CAIA Level II
- Series 52
- Exam IFM - Investment and Financial Markets
- +109 subjects

Peter: Wheaton Series 7 test prep instructor
...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 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...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 7
- Series 15 - Foreign Currency Options Exam
- Series 10
- Series 23
- +42 subjects

Brendan Daniel : Wheaton Series 7 test prep instructor
...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 material includes micro/macro economics, financial statement analysis, equity/fixed income valuation, derivatives, portfolio management and theory, alternative investments, and quantitative methods).
Subject Expertise
- Series 7
- Series 57
- Series 39
- CPA
- +62 subjects
Education & Certification
- Carnegie Mellon University - Masters in Business Administration, Business Statistics
Subject Expertise
- Series 7
- SIE
- Series 63
- FINRA - Financial Industry Regulatory Authority
- +25 subjects

Tim: Wheaton Series 7 test prep instructor
I am a tutor with experience in Finance, Accounting and Economics. I am happy to help students learn and advance their professional and academic careers. Personally, I am married with three kids. I teach online in the subjects mentioned above. While working professionally in finance is my occupation, teaching is what I truly love.
Education & Certification
- Missouri State University-Springfield - Bachelor of Science, Finance
- Maryville University of Saint Louis - Masters in Business Administration, Business and Managerial Economics
Subject Expertise
- Series 7
- CPA
- CFA
- Quantum Mechanics
- +32 subjects

Karen: Wheaton Series 7 test prep instructor
...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 relate it to something that...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 26
- Real Estate License
- Series 87
- +24 subjects
Subject Expertise
- Series 7
- Bar Exam
- CDR - Commission on Dietetic Registration
- Series 7 - General Securities Representative Exam (Stockbroker)
- +56 subjects