Search

Doug D.

Financial Services and Insurance Pro

Financial Services and Insurance Pro

$50/hour

  • Colorado Springs, CO 80920

About Doug


Bio

Education should never end. I am learning new things constantly and love teaching others what I have learned in 22 years in the industry. Personally, I know what it is to "not get it," and that feeling stays with me when I am teaching. There is nothing more rewarding to me than seeing the light bulb go off in the mind of a student. My experience in teaching started in the military, and has gone on since then to financial services and insurance.

I have been in the financial services and...

Education should never end. I am learning new things constantly and love teaching others what I have learned in 22 years in the industry. Personally, I know what it is to "not get it," and that feeling stays with me when I am teaching. There is nothing more rewarding to me than seeing the light bulb go off in the mind of a student. My experience in teaching started in the military, and has gone on since then to financial services and insurance.

I have been in the financial services and insurance business since 1993 and have passed the Series 3, 4, 7, 24, 53, 55, 63, and 65 exams as well as property & casualty and life & health. I have been in operations and compliance at the branch, district, state, and enterprise levels both in both the for-profit and non-profit sectors.

Teaching is something I do well. Three of my four grandparents were teachers as well as my father and my wife. I am very effective at distilling subjects down to their essence to make hard things simple. I have taught professionals in the military, financial services, and insurance in both the for-profit and non-profit sectors. Additionally, having taken as many tests as I have, I can tell you what they are looking for as well as techniques to do your best.

Let's talk about how you can put my two plus decades of experience to use for you. Those tests can be tough, and you need an ally.


Education

United States Military Academy
Political Science

Policies


Schedule

Doug hasn’t set a schedule.


Subjects

Business

Series 63,

Series 63

I originally passed my own Series 63 in 1993. The "blue sky" laws, which is mostly what the Series 63 is about, is something which I am familiar with, especially having bought/sold municipal bonds over the last twenty years. Conveying why both state and FINRA regulators are so concerned with these topics is something I would be able to convey to a student to help that student approach the subject matter in a way that will more likely lead to success.
Series 7

Series 7

I currently hold an active Series 4, 7, 24, 53, 63, and 65. Previously, I also held a Series 3 and 55. I have been in the financial services industry since 1993. I have taught professionals in the military, financial services, and insurance in both the for-profit and non-profit sectors.

Test Preparation

Series 63,

Series 63

I originally passed my own Series 63 in 1993. The "blue sky" laws, which is mostly what the Series 63 is about, is something which I am familiar with, especially having bought/sold municipal bonds over the last twenty years. Conveying why both state and FINRA regulators are so concerned with these topics is something I would be able to convey to a student to help that student approach the subject matter in a way that will more likely lead to success.
Series 7

Series 7

I currently hold an active Series 4, 7, 24, 53, 63, and 65. Previously, I also held a Series 3 and 55. I have been in the financial services industry since 1993. I have taught professionals in the military, financial services, and insurance in both the for-profit and non-profit sectors.

$50/hour

Doug D.

$50/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

  • Find the right fit, or your first hour is free

Contact Doug