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Nolan S.

Patient Series 65 & 79 Finance Professional

Patient Series 65 & 79 Finance Professional

$50/hour

  • 28 hours tutoring

About Nolan


Bio

As an investment professional for over thirty years, I really enjoy teaching the nuances of the craft. It's a great career and students can achieve a high degree of confidence prior to sitting for the exam. Tutorship exclusively by the Thayer Method which originated at the US Military Academy; This methodology is one in which students are responsible for their own learning. They study material prior to attending class and classroom time is spent reinforcing/clarifying lesson material. If you...

As an investment professional for over thirty years, I really enjoy teaching the nuances of the craft. It's a great career and students can achieve a high degree of confidence prior to sitting for the exam. Tutorship exclusively by the Thayer Method which originated at the US Military Academy; This methodology is one in which students are responsible for their own learning. They study material prior to attending class and classroom time is spent reinforcing/clarifying lesson material. If you are unmotivated, I am not the correct teacher.
A typical study session for Securities Exams or the CFA is to focus on what the student doesn't know and work on those weaknesses to bring them to Standard. These exams are very demanding, but success is possible. You Can Learn Anything!

I have passed CFA, Series 7,6,63 and 79 and continue to work in the securities industry.

If you are willing to work hard, please give me a ring.


Education

Eastern Illinois University
English
University of Wisconsin-Madison
MBA
Defense Language Institute
Other

Policies


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Subjects

Business

Business,

Business

Thirty years experience in Wall Street as Project Finance Developer. Familiar with laws, rules and regulations in North and South America. Completed financings include factories, housing and hospitals. Conversant in Venture Capital and Private Equity.
CFA,

CFA

Charter Number 131433
Series 63,

Series 63

Current Holder of this Securities License
Series 65,

Series 65

The required Investment Adviser Representative (IAR) exam is the Series 65, which is the Uniform Investment Adviser Law Examination. In lieu of the Series 65 an individual who currently holds a Chartered Financial Analyst designation in current and good standing can request a waiver of the required exam.
Series 66,

Series 66

30 years in the investment business. Licensed 7, 6, 65, 63.
Series 7

Series 7

I currently hold a Series 7 License.

Corporate Training

Business

Business

Thirty years experience in Wall Street as Project Finance Developer. Familiar with laws, rules and regulations in North and South America. Completed financings include factories, housing and hospitals. Conversant in Venture Capital and Private Equity.

English

Writing

Writing

Published Author.

Homeschool

Writing

Writing

Published Author.

Most Popular

Writing

Writing

Published Author.

Summer

Writing

Writing

Published Author.

Test Preparation

ASVAB,

ASVAB

Former Naval Officer.
CFA,

CFA

Charter Number 131433
Series 63,

Series 63

Current Holder of this Securities License
Series 65,

Series 65

The required Investment Adviser Representative (IAR) exam is the Series 65, which is the Uniform Investment Adviser Law Examination. In lieu of the Series 65 an individual who currently holds a Chartered Financial Analyst designation in current and good standing can request a waiver of the required exam.
Series 66,

Series 66

30 years in the investment business. Licensed 7, 6, 65, 63.
Series 7

Series 7

I currently hold a Series 7 License.

Ratings and Reviews


Rating

4.8 (7 ratings)
5 star
(6)
4 star
(1)
3 star
(0)
2 star
(0)
1 star
(0)

Reviews

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Great teacher

Very knowledgeable person. Was your yuck to reply and wasted no time in getting things done. Thank you for your help.

Eddie, 1 lesson with Nolan
Contact Nolan

Response time: 4 hours

$50/hour

Nolan S.'s Photo

Nolan S.

$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 Nolan

Response time: 4 hours