"I have spent more than 30 years in the financial services industry as a research analyst, trader, institutional salesperson and instructor for securities licensing exams. For these positions, I have passed the Series 3. 7, 55, 63, 86 and 87 exams as well as CFA Levels 1 and 2.

Nearly 15 years ago, I became an instructor for FINRA exams and the CFA program at several leading financial training companies. I currently provide tutoring on the SIE, Series 7, 63, 65 and 66 exams. Whether you need extra instruction in one or more subject areas of an exam or prefer more personalized instruction, I will make certain you are fully prepared to pass your exam.

My goal is to have clients' preparation for their exam go as quickly and efficiently as possible. Tutoring sessions focus on any area that the client and I believe we can improve performance in a significant way. Outside of tutoring sessions, clients are free to text or email me with questions on any area covered in the tutoring sessions or on any of the subject matter on the exam.

If you are considering whether tutoring can help in your preparation. let's schedule a call. We can discuss the exam and in what subject areas I can help with. If you decide you would like to move forward with tutoring, we can develop a plan to have you ready to pass your exam." less...