I hold the SIE, Series 7, Series 65, and Series 63 licenses, along with multiple life insurance licenses. I earned a bachelor’s degree in Finance and am currently pursuing my CFP® designation. I have experience tutoring finance students at the university level and regularly create FINRA and NASAA-focused exam content.
I specialize in highly testable material for securities licensing exams. Many prep textbooks include large amounts of non-testable or low-priority information. While...
I hold the SIE, Series 7, Series 65, and Series 63 licenses, along with multiple life insurance licenses. I earned a bachelor’s degree in Finance and am currently pursuing my CFP® designation. I have experience tutoring finance students at the university level and regularly create FINRA and NASAA-focused exam content.
I specialize in highly testable material for securities licensing exams. Many prep textbooks include large amounts of non-testable or low-priority information. While understanding the concepts matters, my approach focuses on what you are most likely to see on exam day.
I provide realistic practice questions, clear explanations, and structured study plans tailored to both first-time test takers and experienced professionals. Additionally, I can provide homework and study plans to make sure you are on pace and ready for your test date. My mission is simple: for you to walk into the testing center confident and walk out with a passing grade! Lets get started!
