...making, financial literacy, and leadership. While I can tutor a broad range of subjects, I am most passionate about finance, FINRA exams, decision making, financial literacy, and leadership. I am a firm proponent of higher education as well as career connected training, believing each one respectively is necessary for an improved quality of life depending on the personality of the student. I try to impart this perspective with students or working professionals as it tends...
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...that focuses on areas needing improvement, ensuring efficient and effective preparation. Expert Knowledge: With extensive experience and deep understanding of the securities and financial planning industries, I provide insights and tips that go beyond standard study materials. Proven Strategies: Learn the most effective test-taking strategies and techniques to tackle challenging questions and manage exam stress. Interactive Sessions: Engage in dynamic, interactive sessions that make complex concepts easier to grasp and retain. Support and Accountability:...
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...exams. I have obtained a Bachelor of Science Degree from Texas A&M University, majoring in Economics. After graduation I complete my FINRA Series 7,63, 9, 10 and SIE certifications. I have also completed the Certified Financial Planner coursework. I tutor the FINRA Series exams mentioned above, personal finance and writing. My teaching philosophy is that anyone can achieve great things through hard work and dedication. The best students ask for help when they don't understand...
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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 .
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...concepts into relatable, real-world scenarios, ensuring students grasp not just the material but also the strategies behind successful test-taking. I believe in fostering a supportive learning environment where students feel empowered to ask questions and explore the intricacies of wealth management. My extensive background in the financial services industry (over 20 years) enhances my ability to connect with students. I am dedicated to inspiring the next generation of financial professionals. Outside of tutoring, I enjoy...
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...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. My approach is patient, adaptive, and goal-oriented, ensuring that each student receives personalized support that aligns with their learning style and needs. Outside of my day job and my commitment...
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...25 plus year veteran of 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...
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...I will start my Doctorate program for Business and Corporate Strategies in August 2019. My primary areas of focus are Finra licensing, such as Series 7 and Series 65, along with Economics, Finance and General Accounting. I believe in a thorough and rational approach to learning, where individual problem can be tackle using all available resources. By identify what works for each student, I will provide a unique learning framework for each session, so he...
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...the college and university level in addition to having served as a national educator in investments for a Fortune 20 firm. My background includes having been licensed as a Certified Public Accountant, Certified Financial Planner, Certified Trust and Investment Advisor, Regulation 144 Specialist, Retirement Planning Specialist, Certified Senior Advisor, and a variety of other qualifications. In 2019, as I began tutoring and realized that it had been decades since I originally passed my securities licensing...
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...share my knowledge and experiences with you and help you achieve your goals. I have been a sales leader in the financial services industry for over 25 years and I retired a senior NCO in the Army Reserve serving for 23 years. I've had the pleasure of mentoring training and leading sales people and soldiers most of my adult life and coaching and developing has been my passion. I have the Series 7 license, Series...
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...at a local airport where I teach ground school and flight to student pilots. I really like teaching in 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 my...
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...have spent much of my career leading teams and supporting individuals preparing for a wide range of FINRA securities licenses. My teaching philosophy centers on creating a supportive, engaging learning environment where students feel confident asking questions, taking risks, and discovering their strengths. I tailor my approach to each learner's unique style, building genuine connections that help them master complex financial concepts and achieve meaningful progress. I am continually inspired by the opportunity to make...
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...experience with coaching students on MAP testing, test taking strategies, dealing with test anxiety and closing the gap when students are behind through intensive instruction. I have lived in rural Alaska - a.k.a. the "Bush" and used to live in the community where the TV show "The Alaskan Bush People" was filmed! I love helping all students learn, no matter their level, and helping them set their own goals to grow long after they work...
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I love to teach finance/business/math. I'm happy to share how key concepts and tools are applied in practice, and how they are connected with each other.
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Shandong Finance Institute - Bachelor in Arts, Marketing
The Texas AM University System Office - Master of Science, Finance
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Private Series 9 Tutoring Near You
Receive personally tailored Series 9 lessons from exceptional tutors in a one-on-one setting. We help you connect with the best tutor for your particular needs while offering flexible scheduling to fit your busy life.
Series 9 Tutoring FAQ
Series 9 (or General Securities Sales Supervisor Qualification Examination Part 2) is a test administered by FINRA (Financial Industry Regulatory Authority) to safeguard the investing public by helping to ensure that General Securities Sales Supervisors are competent to perform their jobs. If you are preparing for this challenging test, Varsity Tutors can help you find a qualified Series 9 tutor who can help you prepare.
The Series 9 is a 90-minute exam consisting of 55 multiple-choice questions. The content breakdown is as follows: 18 questions on Supervising the Opening and Maintenance of Customer Options Accounts, 19 questions on Supervising Sales Practices and General Options Trading Activities, five questions on Supervising Options Communications, and 13 questions on Supervising Associated Persons and Personnel Management Activities. Candidates must also pass Part 1 of this exam (Series 10) in order to earn a certification. In addition, candidates must pass the Series 7 exam before sitting for Series 9.
Your Series 9 tutor can design lessons that remain engaging without overwhelming you, helping you learn at your own pace. If you have a strong understand of sales practices but struggle with personnel management activities, your sessions can concentrate on the latter. Any questions you have can be answered promptly, helping you get the help you need when you need it.
FINRA exams sometimes use tricky wording that can throw test-takers off, but an experienced Series 9 tutor can provide practice exams and point out any deceptive questions to help you prepare for them. Completing the practice tests can also help identify where future sessions should focus, helping you improve the efficiency of time spent studying. Finally, practice tests may ease test anxiety by providing practical experience with the formatting and time available to complete it.
An experienced Series 9 tutor can also share test-taking strategies that you can fall back on if you don't know an answer. There is no penalty for guessing on the Series 9, so you should attempt to answer every question in the time allotted.
If you're ready to start working with a Series 9 tutor, we can help you find somebody who meets your scheduling requirements. We also provide a mobile-friendly Live Learning Platform that allows you to meet with your tutor wherever you want. It has several useful features such as a virtual whiteboard and video chat functionality to improve your learning experience as well. Contact us today for further information!
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