Denver, CO

CFA/PhD Builds Confidence/Skills in CFA-Finance-Math-Admissions Tests

I have held Series 7, 6 and 63 licenses as a retirement plan and institutional asset management professional. As a CFA charterholder and certified tutor, my knowledge base encompasses the subject matter included in the Series 7 exam. These include equities, fixed income, mutual funds and ETFs, options and... read more

Experience Professional Exam Tutor: Finance: Series # 7

Qualifications For Series # 7 Over 20 years’ experience as a Financial Advisor at Morgan Stanley and AIG Passed at first attempt: Series 7, 63, 65 and 57. Successful tutor for students at: Morgan Stanley, Merry Lynch, and... read more

Series 7/6/63/65/66 Tutor Attorney/Former Financial Advisor

I have taken and passed the 7/65/63 and understand how the exams are daunting. I have over 15 years of experience in financial services which includes working a financial adviser and as a corporate and securities attorney. I also graduated law... read more

Series 7, 6, 66, 63, SIE Expert

I am a CERTIFIED FINANCIAL PLANNER (CFP) professional and I currently hold several FINRA Series licenses including the FINRA SERIES 7. With my unique background, I can share real word experiences and examples. I have extensive experience... read more