Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 52
- Series 6
- +24 subjects

Joshuah: Westwood SIE course instructor
...in Biology and Political Sciences; passed the SIE, Series 63, 65, and 7 on the first attempts, and have passed the Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost, I will make sure that we progress with content at a speed that fits you until you...
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- SIE
- Series 65
- Series 7
- Series 86
- +14 subjects

Joseph: Westwood SIE course instructor
...allowed me to develop a unique perspective and flexible tutoring style. While I tutor a range of subjects on business and financial topics, I am most passionate about FINRA and Insurance regulatory examinations. I am a firm proponent of continuing education throughout one's lifetime and in sharing knowledge with others as much as possible. I am a Certified Financial Educator (CFEd), and hold the Corporate Trainer Certified, and Remote Workforce Management Certified credentials, in addition...
Education & Certification
- University of Phoenix - Associate in Science, Business, General
Subject Expertise
- SIE
- Series 79
- Series 4
- Series 26
- +30 subjects
Education & Certification
- Florida State University - Bachelor of Science, Finance
- University of Miami - Master of Science, Finance
Subject Expertise
- SIE
- Series 66
- Series 7
- CPA
- +35 subjects

Vincent : Westwood SIE course instructor
...a Financial Advisor, MBA Graduate, and Lifelong Learner. I have successfully taken and passed the Securities Industry Essentials (SIE), the General Securities Representative (Series 7), the Uniform Securities Agent State Law (Series 63), and the Uniform Investment Advisor Law (Series 65) examinations. Due to my experience in financial services, I will be able to incorporate real-world examples into my sessions in order to help students grasp and understand the material at hand. Let's get started!
Education & Certification
- University of Central Florida - Bachelor of Science, Business and Managerial Economics
- Georgian Court University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 65
- Series 7
- Series 63
- +14 subjects

Johnathan: Westwood SIE course instructor
...Commissioner of Management and Budget. This soon turned into a position with the Police Commissioner's Office, working on neighborhood policing policy citywide. I have helped hundreds of people gain access to housing, jobs, hygiene, criminal justice reform, and affordable health care. In 2016 I was appointed by the Governor of New York State to be a local board member on the Selective Service Board in my neighborhood. By now I had traveled to China, Italy,...
Education & Certification
- Rider University - Bachelor of Fine Arts, Police Science
- Fordham University - Master of Laws, Prelaw Studies
Subject Expertise
- SIE
- LSAT Argumentative Writing
- High School Economics
- Finance
- +36 subjects

Johnny: Westwood SIE course instructor
...enjoy teaching within Finance are understanding Fundamental Analysis( financials such as 10Q and 10K), this goes with earning season or when companies report earning. Technical Analysis, which is understanding how to read a chart that includes candles, SMA, MACD, RSI and Divergence. I also teach economics and how economics is applied to the Stock market. Other subjects I may teach are undertanding Bonds, Credit Spreads, Economy Cycles, Simple and Compound Interest within Excel, ETFs, Options,...
Education & Certification
- University of Houston-Victoria - Bachelor in Business Administration, Finance
Subject Expertise
- SIE
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- +14 subjects

Isaiah: Westwood SIE course instructor
...In February of 2019 I passed the Series 65. All together it took me about 6 months to study and pass all exams. Now, I actively tutor in all exams. I provide reading material, notes, and test questions for each student during each session. My mission is to help students achieve a level of confidence based on knowledge, test taking skills, and deductive reasoning. As of now on average I have at least 5 students...
Education & Certification
- Alabama State University - Bachelor of Science, Mathematics
- Alabama State University - Master of Science, Mathematics
Subject Expertise
- SIE
- Series 26
- Series 65
- Series 6
- +29 subjects

Ryan : Westwood SIE course instructor
Hi, I am a writer of fiction and non-fiction. I worked as an award-winning journalist in Montana and Wisconsin and have been writing in some form for about 20 years. I am currently studying for FINRA's Series 7 exam.
Education & Certification
- The University of Montana - Bachelor in Arts, Journalism
Subject Expertise
- SIE
- FINRA - Financial Industry Regulatory Authority
- Professional Certifications
- Elementary School Writing
- +12 subjects

Hajra: Westwood SIE course instructor
...and trained fellow colleagues to pass the different FINRA exams. I understand the pressure of learning the materials 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...
Education & Certification
- American International College - Bachelor of Science, Business Administration and Management
Subject Expertise
- SIE
- Series 65
- Series 27
- Series 7 - General Securities Representative Exam (Stockbroker)
- +9 subjects

Hal: Westwood SIE course instructor
...wire-house broker (stockbroker), trust advisor, and wealth advisor. I worked the broker-dealer channel, the bank channel, and the independent channel. I developed and took an 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...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- SIE
- Series 16
- Series 27
- Series 7
- +171 subjects
Subject Expertise
- SIE
- Series 66
- Series 7
- EMT - Emergency Medical Technicians
- +6 subjects

Gary: Westwood SIE course 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
- SIE
- Series 9
- Series 66
- Series 57
- +72 subjects

Brian: Westwood SIE course instructor
...Banks and one top 5 US Defense contractor before moving back into independent consulting in 2016. I have traveled, worked, and lived across the US, Europe, 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...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- SIE
- Six Sigma
- Series 26
- Series 9
- +22 subjects

Zachary: Westwood SIE course instructor
...passed the SIE and Series 65 will I was still in college and was put through a TD Ameritrade's training program to pass the Series 7 and Series 63 Licenses. The program I have learned is designed specifically to teach you the information you need to know to pass and skip out on all the fluff. I have a vast understanding of the "test world" concepts and their real world applications. If you are looking...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- SIE
- Series 7
- Series 66
- Series 28
- +12 subjects
Education & Certification
- Susquehanna University - Bachelor of Science, Finance
Subject Expertise
- SIE
- Insurance License
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- +8 subjects

Andrea: Westwood SIE course instructor
...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 - Business economics - Micro and macroeconomics With a passion for teaching and fostering academic growth, I am dedicated to helping students achieve their educational and professional goals....
Education & Certification
- Washington University in St Louis - Master of Science, Finance
Subject Expertise
- SIE
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 9
- +56 subjects
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- SIE
- Series 65
- Series 10
- Series 63
- +9 subjects

Evan: Westwood SIE course instructor
...of my class) from Northwestern University with a degree in economics. I subsequently passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I served as a Director of Finance for a Private Equity owned enterprise. I have helped many students in statistics, economics, managerial accounting, financial accounting and finance. I enjoy tutoring...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- SIE
- CFA
- Series 63
- Series 65
- +27 subjects

Edward: Westwood SIE course instructor
...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 of 2 bands.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- SIE
- Series 63
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +26 subjects