Near Pasadena, CA

Currently Registerd RIA with the State of California.

The series 7 exam is the general knowledge exam given to stock brokers. I actually passed this exam when I first entered the industry in the 90s. I also earned my CFA charter in 2004. This is a designation that required 3 6 hour exams given once a year. The material is equivalent to a Masters degree with an... read more

Near Pasadena, CA

Series Exam & CFA Killer

In addition, I will show you how to: - Learning according to your own individual style - Breaking down hard concepts into simple steps - Creating notes and methods that you can use now and, in the future, - Translate complicated concepts in everyday English I help my students with: - Series 7 - CFA Level 1 -... read more

Series 7 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

Bond Specialist. Expert in Options, Taxation, and all Bonds.

I am a former bond specialist at a NYSE firm and have the FINRA series 7, series 63, series 66 and series 24 registrations. I have a comprehensive knowledge of general securities as a rep and as a principal. The series 7 exam tests a... read more

series 7

I possess licenses for Series 7, Series 63 and life insurance + variable annuities in WA, CA and other states. I passed the Series 7 exam in 1 try at a score of 92%. read more