Scot: Taneytown Series 24 test prep instructor
...in 2010 and became a licensed financial advisor in June of 2011. In February of 2017, I co-founded my financial planning firm, Providers & Families Wealth Management, with my wife, Lindsey; and in December of that year, I became a CERTIFIED FINANCIAL PLANNER. The most influential teachers in my life provided an engaging and entertaining...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 24
- Series 10
- SIE
- CFP
- +12 subjects
Garth: Taneytown Series 24 test prep instructor
...Planning Counselor (CRPC). I have experience working with first time test takers as well as students who require multiple attempts. Additionally, my background prepares me to tutor students in a variety of subjects including finance, economics, accounting, investing, and all business-related topics. I graduated from Loyola University with my MBA and am a member of...
Education & Certification
- Lebanon Valley College - Bachelor of Science, Business Administration and Management
- Loyola University Maryland - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 24
- CFP
- Series 66
- Series 63
- +26 subjects
Ben: Taneytown Series 24 test prep instructor
...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, FRM
Education & Certification
- University of Amsterdam - Bachelor of Economics, Economics
- University of Southern California - Masters in Business Administration, Economics
Subject Expertise
- Series 24
- Series 63
- CPA
- Series 26
- +39 subjects
Eduardo: Taneytown Series 24 test prep instructor
...has equipped me with a strong analytical foundation. With over 6 years of tutoring experience, both in-person and online, I specialize in Professional Certifications in Finance, sociology, political science, and Spanish, leveraging my fluency in both English and Spanish to connect with students from diverse backgrounds. My teaching philosophy centers on fostering a supportive and...
Education & Certification
- University of Central Florida - Bachelor in Arts, Political Science and Government
Subject Expertise
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- TEFL - Teaching English as a Foreign Language
- Series 99
- +94 subjects
Karen: Taneytown Series 24 test prep instructor
...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...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 24
- Series 65
- Series 7
- Series 66
- +24 subjects
Dennis: Taneytown Series 24 test prep instructor
...FINRA licenses (SIE, Series 7 and 24). Practitioner and 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....
Education & Certification
- Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
Subject Expertise
- Series 24
- Series 55
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +49 subjects
Victoria: Taneytown Series 24 test prep instructor
...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 apply to real-life scenarios. I am also a firm proponent of education, believing it to be absolutely necessary for an...
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 24
- Series 52
- Series 26
- Series 6
- +35 subjects
Barrett: Taneytown Series 24 test prep instructor
...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...
Education & Certification
- Florida International University - Bachelor of Science, Criminal Justice
- Louisiana State University and Agricultural Mechanical College - Doctor of Laws, Law Enforcement Administration
Subject Expertise
- Series 24
- Series 26
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +20 subjects
Richard: Taneytown Series 24 test prep instructor
I am an Investment Banker specializing in Healthcare and Manufacturing both for Capital Raises and Buy and Sell side.
Education & Certification
- Purdue University - Bachelor in Arts, Education
- Indiana University - Master of Science, Public Finance
Subject Expertise
- Series 24
- Series 79
- Series 6
- Series 63
- +20 subjects
Michael: Taneytown Series 24 test prep instructor
...really like teaching in general, and enjoy when 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....
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 24
- Series 9
- Series 66
- SIE
- +16 subjects
Michael: Taneytown Series 24 test prep instructor
...insights and tips that go beyond standard study materials. Proven Strategies: Learn the most effective test-taking strategies and techniques to tackle challenging questions and manage exam stress. Interactive Sessions: Engage in dynamic, interactive sessions that make complex concepts easier to grasp and retain. Support and Accountability: Benefit from continuous support and motivation, with regular...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 24
- SIE
- Series 63
- Series 66
- +12 subjects
James: Taneytown Series 24 test prep instructor
...and insurance broker, earning the position of 2nd Vice President of Investments. By 1987, I had founded AISCO Holdings, Ltd., where I served as its Chief Executive Officer (CEO) and its Chairman of the Board. During my tenure, I held, among others, SEC Series Licenses 3, 4, 7, 15, 24, 27, 53, and 63. As...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 24
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +24 subjects
Aaron: Taneytown Series 24 test prep instructor
...earned a Master's degree in Personal Financial Planning. Recently, I've earned the Behavioral Financial Advisor (BFA) designation and the Retirement Income Certified Professional (RICP) designation. I've worked in several industry roles from client service, back office roles, compliance, management, personal advising and planning and retirement consulting. When I'm not focusing on my craft I enjoy...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 24
- Series 7
- Series 53
- Series 7 - General Securities Representative Exam (Stockbroker)
- +7 subjects
Ernesto: Taneytown Series 24 test prep instructor
I have decades of experience both in academe as well as in the financial services field, and have helped thousands of adults reach their academic and professional licensing goals.
Education & Certification
- University of Miami - Master of Science, General Literature
- University of Florida - Master of Science, Business Administration and Management
- Argosy University-Chicago - Doctor of Science, Organizational Leadership
Subject Expertise
- Series 24
- Series 7
- Series 57
- Series 9
- +20 subjects
Edward: Taneytown Series 24 test prep instructor
...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...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 24
- Insurance License
- Series 7
- Series 66
- +26 subjects
Brian: Taneytown Series 24 test prep instructor
...and investment specialist for a brokerage firm. I abruptly changed direction and joined the military where I spent close to a decade serving in the United States Army Special Forces. I approach tutoring with a "no quit" attitude as I have done with many things in my life. Together we will make it happen!
Education & Certification
- Johnson Wales University-Providence - Bachelor in Arts, Finance
Subject Expertise
- Series 24
- FINRA - Financial Industry Regulatory Authority
- Series 10
- PMP
- +18 subjects
Daniel: Taneytown Series 24 test prep instructor
I have been in the financial service industry for over 18 years and I would like to pass on my knowledge and experiences so that others can benefit .
Education & Certification
- Saint Peters College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 24
- Series 7
- Series 10
- Series 63
- +4 subjects
Jacquelyn: Taneytown Series 24 test prep instructor
...in accomplishing their educational goals. 1. Parenting my children at home on how to do well in class and on tests. 2. Advising employees on how to study to obtain professional licenses to achieve passing scores. It has been a great accomplishment for me. When your children graduate with Honors, and your student employees perform...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- Series 24
- SIE
- Insurance License
- Series 6
- +18 subjects
Kevin: Taneytown Series 24 test prep instructor
...keep the student engaged and challenged yet not overwhelmed. I use a number of teaching methods, including practice questions and topical computer related tools. I often ask for feedback and appreciate candid communication. I try to be flexible with my time. To ensure that we have a quiet and comfortable study space, I work with...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 24
- Series 30
- Series 63
- Series 65
- +41 subjects
Andrea: Taneytown Series 24 test prep instructor
...and fostering academic growth, I am dedicated to helping students achieve their educational and professional goals. My approach is patient, adaptive, and goal-oriented, ensuring that each student receives personalized support that aligns with their learning style and needs. Outside of my day job and my commitment to helping others learn, I enjoy spending my time...
Education & Certification
- Washington University in St Louis - Master of Science, Finance
Subject Expertise
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 10
- Series 66
- +57 subjects