
Michael: Santa Monica Series 9 course instructor
...to providing the support, guidance, and strategies needed to help each student reach their full potential. Together, we can make your path to certification a successful and enjoyable experience. Why Choose My Tutoring Services? Customized Help: I assess your strengths and weaknesses to create a personalized study plan that focuses on areas needing improvement, ensuring efficient and effective preparation. Expert Knowledge: With extensive experience and deep understanding of the securities and financial planning industries, I...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 9
- Series 6
- Series 7
- CFP
- +12 subjects

Andrea: Santa Monica Series 9 course instructor
...knowledge. I use a combination of real-world examples, interactive problem-solving techniques, and tailored learning strategies to ensure my students not only understand the material but can also apply it effectively in real-life scenarios. I am well-versed in tutoring a variety of finance topics, including but not limited to: - Professional Industry Licensing (FINRA) - Personal finance concepts - Financial analysis - Corporate finance and capital budgeting - Investment analysis and portfolio management - Financial modeling...
Education & Certification
- Washington University in St Louis - Master of Science, Finance
Subject Expertise
- Series 9
- Series 24
- Series 7
- Series 66
- +56 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 9
- Series 66
- Series 63
- Series 7
- +16 subjects

Aimee: Santa Monica Series 9 course instructor
...- Foundational Language Arts - Foundational Science - Foundational Social Studies I have experience with various standardized tests, both taking them and coaching students, with a proven track record of score improvement for my students. I have taken the SAT, GRE and several teacher licensure examinations. I have particular experience with coaching students on MAP testing, test taking strategies, dealing with test anxiety and closing the gap when students are behind through intensive instruction. I...
Education & Certification
- George Fox University - Bachelor in Arts, Music Theory and Composition
- Willamette University - Master of Arts Teaching, Special Education
Subject Expertise
- Series 9
- CPA
- PRAXIS
- CSET - California Subject Examinations for Teachers
- +146 subjects

Brian: Santa Monica Series 9 course instructor
...Central and South America, and some of the Middle East (while in the military). Either 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,...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 9
- Series 10
- Series 7 - General Securities Representative Exam (Stockbroker)
- Six Sigma
- +22 subjects

Danny: Santa Monica Series 9 course instructor
...my New Jersey Life and Health Insurance licenses. I am here to help you develop a plan for success. I will set you up to the best of my abilities for test day and make sure you have given 100% to get there. I love to play golf and I love all sports. I'm a family man, and they always come first. I'm not going to pull any punches, and I'm going to give you...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 9
- Series 7
- Series 86
- SIE
- +11 subjects

Michael: Santa Monica Series 9 course instructor
I graduated with an MBA in Accounting from University of Phoenix and a PhD in Finance from Capella University. Since earning my PhD in 2020, I have been instructing at three online universities, teaching finance, accounting, and emergency management. I am also a Commercial Pilot and Certified Flight Instructor at a local airport where I teach ground school and flight to student pilots. I really like teaching in general, and enjoy when I can learn...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 9
- Series 7
- Series 63
- Series 31
- +16 subjects

Monica: Santa Monica Series 9 course instructor
As a passionate educator with a Master's degree in Business from Strayer College, I have over two years of experience in tutoring subjects related to securities licenses, including the SIE, Series 7, and Series 66. My approach centers on translating complex concepts into relatable, real-world scenarios, ensuring students grasp not just the material but also the strategies behind successful test-taking. I believe in fostering a supportive learning environment where students feel empowered to ask questions...
Education & Certification
- Strayer College - Master's/Graduate, Business
Subject Expertise
- Series 9
- Series 66
- Series 6
- Series 63
- +5 subjects

Hal: Santa Monica Series 9 course instructor
...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 licensed...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 9
- Series 27
- Series 63
- Series 16
- +171 subjects
Education & Certification
- Saint Peters College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 9
- Series 7
- Series 63
- Series 10
- +4 subjects

Heath: Santa Monica Series 9 course instructor
I am a professional in the financial services industry, passionate about helping students grow their knowledge about personal finance and literature. I have worked with many students from my time at the Texas A&M Writing team, to coaching associates at my day job through Series 7, 63 and SIE exams. I have obtained a Bachelor of Science Degree from Texas A&M University, majoring in Economics. After graduation I complete my FINRA Series 7,63, 9, 10...
Education & Certification
- Texas A & M University-College Station - Bachelor of Science, Economics
Subject Expertise
- Series 9
- CFP
- Series 10
- Series 63
- +22 subjects

Nhan: Santa Monica Series 9 course instructor
I have a Bachelor in Physics from The Ohio State University and a Masters in Finance and Economics from Ohio University. Currently I am in another Master program, this one is for Accountancy, specialized in Auditing. I am expected to finish my second Master in Fall of 2019, and I will start my Doctorate program for Business and Corporate Strategies in August 2019. My primary areas of focus are Finra licensing, such as Series 7...
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 9
- Series 63
- CPA
- Series 66
- +78 subjects

Edward: Santa Monica Series 9 course instructor
A 25 plus year veteran of the Financial Services industry. I have been involved with advising and counseling 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 coached basketball and football both at the youth and high school levels. I love music and am an active member...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 9
- Insurance License
- Series 65
- Series 6
- +26 subjects
Education & Certification
- Shandong Finance Institute - Bachelor in Arts, Marketing
- The Texas AM University System Office - Master of Science, Finance
Subject Expertise
- Series 9
- Series 7
- Series 63
- CFA
- +22 subjects