Will travel 30 miles
$55 per hour.
4.98 432 ratings
I have worked in the financial industry for almost 20 years and in the past I held Series 7, 63, 86, and 87. That means that I took and passed Series 7 myself and have been using many of those concepts in my professional life on a regular basis. Welcome to my page. Get to know me. MY QUALIFICATIONS. I hold a Ph.D. degree in Statistics from the University of Minnesota - Twin Cities, a cum-laude undergraduate degree in Economics and Business from Ca' Foscari University in Venice, Italy and I am also a CFA chartherholder. TEACHING EXPERIENCE. I have taught both undergraduate and graduate [more]
I was a certified financial planner with Investors Diversified Services [IDS] from 1973 to 1978. I was licensed under the State of Michigan "Blue Sky" laws. I had the old NASD license and Series 6 license and Series 7 as a registered representative for IDS. I also have a degree in education and have experience teaching classes on test taking. YOU CAN LEARN and I CAN SHOW YOU HOW to: +++Overcome Fear of Failure +++Master "Hard" Subjects +++Find Success in Learning It is my belief that there is a greater potential within all of us to learn any subject better than we realize. My experience has [more]
I recently took Series 7 exam. I have a Masters in Business Administration with an Option in Finance. I can make hard topics like Options, Margin Trading, Municipal Bonds easily understandable. I passed from the first time with a very high score! First and foremost, I care about my students. Their success is what makes me successful. I understand that we are not the same. I treat all students with respect. I am knowledgeable, patient and empathetic. I have the ability to develop excellent communication skills while teaching and explaining complex material. I am a master at working tac [more]
Will travel 20 miles
$150 per hour.
4.69 13 ratings
The series 7 exam is the general knowledge exam given to stock brokers. I actually passed this exam when I first entered the industry in the 90s. I also earned my CFA charter in 2004. This is a designation that required 3 6 hour exams given once a year. The material is equivalent to a Masters degree with an emphasis on Finance and capital markets. Have worked in Finance for over two decades, as an analyst, and portfolio manager. Been a CFA charter holder for over a decade. Have experience in both alternatives (PE and hedge funds) and standard investments, was a former coordinator for the [more]