Questions?

Series 7 in Malvern, PA

Hi Michael, I have recently been hired by Vanguard as a Customer Relations Specialist. I have taken the Series 7 once already and got a 63. My second (and last) chance to pass is on April 5th. I was hoping to meet with you once or twice to help solidify certain topics (Muni's, Options, and some Suitability). I do not have a finance background and am having trouble wrapping my head around some of the topics presented in the course material. I work 8:30 - 5 Monday through Friday and am available at any time I am not working. I really hope you can meet with me. Thanks, Nick P.

Sent by Nicholas on 3/21/16