...from the Yale School of Management and a B.S. in Finance from the University of Montana. I am an avid skier, and teach skiing part time as well. For the past 7 years I have been a small business owner. I love the teaching and learning process. For several years I have taught skiing. Skiing is a superb example of a skill that can be broken down to basic components and mastered through practice, repetition,...
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...desk as a sales/trader for an inter-dealer broker. Here I acted like an extension of my clients trading desks executing delta neutral trades, risk reversals and many other strategies either on a held or not held basis. Held means I am given the price by the client to fill and not held means the order is at my discretion to pick the price. Here we traded large institutional size orders of every strategy for the...
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...Philadelphia Stock Exchange trading single stock options and futures. My training began in the trading pit, side by side senior traders for whom I would be responsible for tracking delta positions, hedging trades, communicating with the partners, and learning options theory to prepare for a three-week intensive in house options course in Chicago with a peer group. We were close-knit, collaborative and hand-picked for what would be a rigorous and unique learning experience to set...
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...have a MBA from UNC's Kenan-Flagler Business School with a Finance Concentration. I recently completed my MS in Finance from Georgetown. I have worked for the Federal Reserve Board of Governors, investment banks, and a private equity firm; so, I have experience in the applied application of academic theory. I am adept at teaching economics and finance, as well as topics in math, statistics, business administration, and standardized testing including several of the Series Exams....
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...a rewarding career of over 20 years. Along the way, I have earned my Certificate in Financial Planning from Bryant University. Preparing for a certification exam can be a daunting and stressful experience. I strive to help my students isolate their strengths and weaknesses, then help them construct a plan to approach the material in a disciplined and structured manner. By doing so, they gain confidence and focus on maximizing their efforts to achieve success.
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...and stock, trader, analyst and writer. I started at the NY brokerage firm Bear Stearns at 17 years old and earned some licenses along the way (7, 63, 55 and 24 supervisory principal). Life is easiest when armed with a variety of skill sets. So learn a little of everything but specialize in something that you feel like learning, even if there will be no test or recognition. Your education is really for yourself and...
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Hi! My names Peter and I'm here to help you learn! I'm from Northern Virginia, went to Langley High School and then American University where I played Division 1 golf. After college, I've been a finance professional for close to a decade, mentoring and tutoring younger professionals/students along the way. I'm looking forward to helping you learn and grow as we journey towards greatness!
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Receive personally tailored Series 55 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 55 Tutoring FAQ
The Series 55 is an exam and qualification, which is also referred to as the Equity Trader Qualification Exam. As this alternate name suggests, the Series 55 tests a financial professional's ability to handle a job in equity trading. In fact, the exam was developed through a deep analysis of the many functions a typical trader performs throughout their work week. In order to take the Series 55 exam, a candidate must first possess either a Series 67 or Series 7 qualification.
Professionals who are planning to take the exam should prepare to answer 110 multiple-choice questions within the exam's three-hour time limit. In order to pass the Series 55, test-takers must answer at least 67% of the questions correctly. The exam covers a broad range of topics in categories such as trading, ordering handling, record keeping, and regulatory reporting. In that sense, individuals planning on taking the Series 55 exam should spend an ample amount of time studying before test-day.
If you're preparing to take the Series 55 exam, you may be unsure of where to start. In this situation, it often makes sense to seek the help of a private Series 55 tutor. 51Թ can connect you with a tutor near you who is able to meet with you for one-on-one study sessions. Your tutor can set you up with a lesson plan that is based entirely on your unique set of needs. That means you may find that the time you spend working with a tutor is more effective and efficient than studying alone. Your tutor can even focus on the one or two areas of the test that you need the most help with. In all, private Series 55 tutoring is a test preparation experience unlike any other.
51Թ can also connect you with a tutor who can work around your schedule. You won't need to rearrange your obligations just to get the help you need preparing to take the Series 55 exam. Series 55 tutoring is offered online, which means that you can pick where you study. This ensures that you're comfortable and focused during your learning sessions with your tutor. You'll meet with your tutor online through a sophisticated virtual learning platform that features many academic tools. The flexibility that a private tutor provides ensures that everybody can take advantage of the tutoring process. If this sounds useful to you, contact 51Թ today to get started.
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