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ie: 33635 or Tampa, FL

Paul H.

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Senior Broker and Margins Rep Available as Series 7 Tutor

Glendale, AZ 85308

Male ( Age 39 )

Member since:09/2018

Rates from $34 to $39

I can perfom tutoring:

  • On-line
  • In-home
  • Group

Will travel up to 20 miles

Additional Policies:

Cancellation without notice fee of $15

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About Me

Experience Summary

I achieved a 96% on the Series 7 Exam, and I can help you get that as well. I worked as a broker for one of the largest brokerage firms. I quickly established myself as one of the most knowledgeable brokers and started running training classes and tutoring new brokers. I was promoted to the Margins department where I spent much of my day on a help line. I would explain margins and advanced trading concepts to both brokers and clients. This gave me the unique skill of being able to break down and explain advanced financial concepts to both financial professionals and novices in a timely manner.

Teaching Style

I have experience teaching people in person, over the phone, and through computer media. Everyone learns differently and I think it is important to understand their learning style. Once you understand the learning style that the student is most comfortable with, you can present the information in a manner that best suits the individual.

Credentials

Type Level Year Title Issued By
Certification 7 2013 Series 7 Finra
Certification 63 2013 Series 63 Finra
Other 1 2015 Senior Margins Representative Charles Schwab
Degree Bachelors 2012 BS Criminal Justice UoP

Subject Commentary

All Subjects I Tutor

  • SERIES 7