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Stephen F.

Tutor for FINRA and Insurance exams

East Liverpool, OH (43920)

Travel radius
40 miles
Hourly fee
$40.00
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Since 1998, I have been successful in helping students pass their licensing exams for the FINRA Series 6, 7, 63, 66, 65 and Life and Health insurance. I have extensive experience in the Financial services field and have a Bachelor's degree in education and earned my Chartered Life Underwriter and Chartered Financial Consultant designations through the American College.

You will find me to be knowledgeable, motivational, understanding and highly committed to your success. For further information, please contact me via WyzAnt. Thanks for your consideration.

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Stephen’s subjects

Corporate Training:
Finance
Test Preparation:
Business:
Finance

Series 63

For the past 14 years, I have been teaching and tutoring the Series 63,6,7 and 66 for Keir Educational Resources and Insurance Schools. I have been a manager and representative in the financial services field for the past 32 years and have achieved my CLU, ChFC and LUTCF designations from the American College. In addition, I have edited 63 manuals and written final exam questions. My students have had a higher than average passing ratio.

Series 7

Stephen F., CLU, ChFC, LUTCF is a registered representative for Prudential Financial for the past 29 years and worked 12 of those years in sales management. He currently holds the following licences, Life and health, Property and Casualty, Series 6, Series 63, Series 7 and Series 66 and has his financial services practice in East Liverpool, Ohio. He graduated from West Virginia University with a Bachelor of Science degree in Education and earned his LUTCF, Life Underwriter Training Council Fellow, CLU, Chartered Life Underwriter and ChFC, Chartered Financial Consultant, designations from the American College. He has been teaching licensing classes for the past 10 years and is a approved nationwide provider of Continuing Education courses. He writes financial articles, test questions with rationale, edits course material and conducts his own retirement, investment, estate and senior needs seminars for CE classes. Locally, he is active in several charitable and service organizations.

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Education

West Virginia University (Education)

American College (Other)

Hourly fee

Standard Hourly Fee: $40.00

Cancellation: 24 hours notice required

Travel policy

Stephen will travel within 40 miles of East Liverpool, OH 43920.

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Usually responds in about 13 hours

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