I am the owner of Series 6 Exam Tutor, a financial tutoring business that provides personalized tutoring for licensing exams such as the FINRA SIE Exam, Series 6 and the Series 63 exams. The majority of my series 6 students work for insurance companies such as Allstate, Northwestern Mutual, Prudential, Farmers, Etc. Many of my other series 6 students work for banks. I also help people with the series 7, Series 65 and Series 66 exams. The tutoring is conducted on-line with screen sharing via Joinme or Skype or can done in-person.

Prior to Series 6 Exam Tutor, I worked in finance for 20 years with the majority of this time focused on mutual fund investment analysis and portfolio management. I passed the Series 6 Exam with a score of 94%. I have also passed the series 7, 63 and 65 exams: all with relatively high scores. I completed the CFA program in 2002 after passing levels 1, 2 and 3 consecutively. In addition, I hold an M.B.A. in Finance & Investments from the Zicklin School of Business at Baruch College and a B.A. in Finance & Economics from the City University of New York - Baccalaureate Program.