Paul J : Series 3 course instructor
- 25 years of seasoned option trading involvement across diverse 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 background with exam expertise. Marine engineering degree MBA in business CFA
Education & Certification
- Pace University-New York - Masters in Business Administration, Business, General
Subject Expertise
- Series 3
- Series 32
- Series 7 - General Securities Representative Exam (Stockbroker)
- FRM
- +58 subjects
Hal: Series 3 course instructor
...planner, 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...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 3
- CFA
- Series 66
- Series 10
- +171 subjects
Michael: Series 3 course instructor
...various areas in finance, such as corporate finance, personal finance, and securities markets, and anything dealing with aviation. I have recently changed my career to move out of in-house financial services firms and focus completely on teaching. The way I prefer to teach and tutor is to work with the student, not lecture them. I try to find their strengths and weaknesses, the focus on increasing their strengths and improving on their weaknesses. I also...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 3
- Series 79
- FAA - Federal Aviation Administration examination
- Series 9
- +16 subjects
Jonathan: Series 3 course instructor
...a concentration in 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 with my experience teaching others to be a great tutor and overall resource for students.
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
- High School Economics
- College English
- +75 subjects
Gregory: Series 3 course instructor
...University and 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 use R and SPSS. I enjoy math and science, and I tutor my own children (7 and 10)
Education & Certification
- Wesleyan University - Bachelor in Arts, Economics
- University of Chicago - Master of Science, Financial Mathematics
Subject Expertise
- Series 3
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- Series 31
- +48 subjects
Daniel: Series 3 course 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
- Series 7
- Series 6
- CFA
- +10 subjects
Andrew: Series 3 course instructor
...with understanding a student's goals and helping them achieve success both inside and outside of the classroom. I can use elements of a student's background to relate complex subjects in a way that is more familiar with the student. Outside of work, I am an avid sports fan, lover of books and movies, meeting new people and hanging out with friends. I enjoy traveling, having been to 19 countries on 4 continents and 33 US states....
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 3
- Series 7
- Series 56 - Proprietary Trader Qualification Exam
- Series 55
- +70 subjects
Peter: Series 3 course instructor
...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 and see that I had all the licenses. I also was the prime lead instructor for a Series 7 school years ago before publishing training manuals that became the big business we see today. My peers, other broker-dealers, had enough confidence in me to elect me to two different FINRA offices. One was...
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 53
- Series 57
- Series 4
- +42 subjects
Michael: Series 3 course instructor
...types and usage, options trading strategies, futures trading strategies, portfolio strategies, quantitative portfolio theory and strategies, hedging strategies in equities, options, compliance questions, proper order handling, Multi asset class trading strategies, futures and OTC swaps types and usage. It is most important to understand what your goal is and what best strategy can be used to accomplish it, knowing the risks associated with each strategy and best option to hedge it, understanding a traders mentality...
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
- Series 7
- Series 55
- Series 44 - NYSE Arca Options Market Maker Exam
- +14 subjects
Ben: Series 3 course instructor
Experienced portfolio 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 3
- CPA
- Series 26
- CFA
- +38 subjects
Chi-Sun: Series 3 course instructor
...do well on tests. Although they may get good grades, this 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 Olympiad. I also graduated from MIT at 19 years...
Education & Certification
- Massachusetts Institute of Technology - Bachelor of Science, Computer Science
Subject Expertise
- Series 3
- Exam LTAM - Long-Term Actuarial Mathematics
- AAI - Accredited Adviser in Insurance
- Series 7 - General Securities Representative Exam (Stockbroker)
- +112 subjects
Kevin: Series 3 course instructor
...have traveled extensively, I am able to provide you real life examples to help understand the value of learning the topics I tutor you with. I specialize in tutoring a broad range of subjects with a focus on math, science, history, government, geography, accounting, finance and related business topics. One of my goals for each tutoring session is to keep the student engaged and challenged yet not overwhelmed. I use a number of teaching methods,...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 3
- SIE
- Series 79
- Series 65
- +41 subjects