La Canada Flintridge, 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... read more

Culver City, CA

Series Exam & CFA Killer

... you can use now and, in the future, - Translate complicated concepts in everyday English I help my students with: - Series 7 - CFA Level 1 - Accounting (100 -400 levels) - Finance (100-400 levels) A little about me...... I have personally read more

Series 7 Corporate Trainer | Teacher | Mentor | Tutor

I have 4 years experience in the financial services industry 2 of which were specifically teaching series 7. The program I taught for series 7 was a structured 6 week paid corporate training program where I ran classes, helped... 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

Harvard MBA for How to Get a Job w/ an I-Bank, VC Firm, or PE Firm!

I have passed the Series 7, the Series 24, the Series 63, and the Series 82 on the first attempt. I am a Harvard MBA, with a BA from the University of Chicago in Economics, who has run a hedge fund, done mergers and acquisitions work, and... read more