
Michael: Waterloo Series 3 test prep instructor
...transportation and exploration, airlines and trucking companies. These strategies used futures, options and OTC swaps. During my time at two firms was involved in building electronic trading platforms over 20 years ago. While marketing an equity derivative trading platform I was offered a position on an equity derivatives brokerage desk as a sales/trader for an...
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
- Exam IFM - Investment and Financial Markets
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +14 subjects

Peter: Waterloo Series 3 test prep instructor
...pass the tests. You 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...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 3
- Series 23
- Series 53
- Series 9
- +42 subjects

Andrew: Waterloo Series 3 test prep instructor
...application of academic theory. I 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...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 3
- Series 56 - Proprietary Trader Qualification Exam
- Series 7
- CPA
- +70 subjects

Gregory: Waterloo Series 3 test prep instructor
...Financial 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...
Education & Certification
- Wesleyan University - Bachelor in Arts, Economics
- University of Chicago - Master of Science, Financial Mathematics
Subject Expertise
- Series 3
- Series 31
- Series 7
- Exam FM - Financial Mathematics
- +48 subjects

Daniel: Waterloo 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
- CFA
- Series 6
- Series 7
- +10 subjects

Michael: Waterloo Series 3 test prep instructor
...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. I have recently changed...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 3
- Series 66
- Series 79
- Exam IFM - Investment and Financial Markets
- +16 subjects

Paul J : Waterloo Series 3 test prep instructor
...sectors. - 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...
Education & Certification
- Pace University-New York - Masters in Business Administration, Business, General
Subject Expertise
- Series 3
- ChFC - Chartered Financial Consultant
- Series 5 - Interest Rate Options Exams
- Series 7
- +58 subjects

Ben: Waterloo Series 3 test prep instructor
...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 3
- Series 26
- Series 66
- Series 7
- +39 subjects

Jonathan: Waterloo Series 3 test prep instructor
...finance, 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...
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
- Business
- Elementary School
- +75 subjects

Hal: Waterloo Series 3 test prep instructor
...my goal to focus 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...
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 24
- CFP
- Series 27
- +171 subjects

Chi-Sun: Waterloo Series 3 test prep instructor
...will be useless later in life. In my teaching experience, when students actually learn the concepts and logic, not only does their math vastly improve, but they also learn to enjoy math, which is the ultimate goal. My qualifications include excelling at all high school math competitions including finishing second at the 1989 Colorado Math...
Education & Certification
- Massachusetts Institute of Technology - Bachelor of Science, Computer Science
Subject Expertise
- Series 3
- Series 63
- Exam IFM - Investment and Financial Markets
- Exam STAM - Short-Term Actuarial Mathematics
- +112 subjects

Kevin: Waterloo Series 3 test prep instructor
...students and parents say 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...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 3
- Series 24
- Series 7
- SIE
- +41 subjects