Michael: Series 4 course instructor
...moving averages, stochastic and market profile. Also, I can impart a trader's mentality outlook, having been a trader in several asset classes. My areas of expertise are the energy complex, crude and heating oil, RBOB gasoline, natural gas in both physical and futures and options. My energy knowledge includes OTC natural gas basis swaps and futures crack, heat and spark spreads. Equities and equity options pricing and quantitative portfolio overlay strategies theory and construction.
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 4
- Series 63
- Series 3
- Series 44 - NYSE Arca Options Market Maker Exam
- +14 subjects
Aaron: Series 4 course instructor
...financial realm; and to this day, constantly work to perfect my craft. I believe a lot of work done by financial professionals is noble, they have the ability to help others retire comfortably, protect themselves and loved ones against unfortunate circumstances, help others as well as many other goals they have. I believe there is a right way to do business and I strive to help others in their efforts to do business the right...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 4
- CFP
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- +7 subjects
Daniel: Series 4 course 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 4
- Series 63
- Series 9
- Series 10
- +4 subjects
Daniel: Series 4 course instructor
I am a CPA with a background in teaching and tutoring. I can work with you on most finance, business, and accounting subjects. I help simplify the material and highlight the core lessons. I've been told it's very effective and helpful!
Education & Certification
- Malone University - Bachelor in Arts, Organizational Leadership
- Baldwin-Wallace College - Masters in Business Administration, Accounting
Subject Expertise
- Series 4
- Series 7
- SIE
- FINRA - Financial Industry Regulatory Authority
- +25 subjects
Peter: Series 4 course instructor
...Series 7 top off. I passed the Series 3 exam, the National Commodities Futures Exam. If you want to obtain the SIE license, you probably are in one of these categories. You may be doing for the fun of it, looking to get a better understanding of investments, and exploring it as a career. You possibly are in college and wanting an internship at an investment firm. You are hired in the business and need...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 4
- IBEW - International Brotherhood of Electrical Workers
- SIE
- Series 66
- +42 subjects
James: Series 4 course instructor
...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 the firm's primary SEC Licensed Principal, I grew this financial services conglomerate to $21 million in annual revenues, with over $700 million in customer assets...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 4
- Series 66
- Series 27
- Series 24
- +24 subjects
Jim: Series 4 course instructor
...for over 20 years and have a good understanding of many different areas. I will do my best to help the student by simplifying the material and using everyday tasks as examples. Exams I have taken (and passed on the first try): Series 7 (General Securities), Series 24 (General Securities Principal), Series 4 (Registered Options Principal), Series 27 (Financial and Operations Principal), Series 53 (Municipal Securities Principal), Series 66 (Investment Advisor Representative) and PA Life...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Subject Expertise
- Series 4
- Series 7
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- +16 subjects
Sakshi: Series 4 course instructor
...and serving as a Teaching Assistant at Queen's, where I guide students in Math, Economics, Finance, English, Social Impact, and Diversity & Inclusion. While I tutor a wide range of subjects, I am most passionate about English, Math, Economics and Business Management. I particularly enjoy helping students prepare for standardised tests, where we often make the most progress and have the most fun working on logical reasoning, quantitative skills, and writing. I strongly believe education...
Education & Certification
- Queen's University - Masters in Business Administration, Business, General
Subject Expertise
- Series 4
- Series 52
- Series 63
- Insurance License
- +498 subjects