I have been in the financial services industry for over 10 years and hold my CFP designation. I passed the Series 7 with a score of 93.
I appreciate how much work goes into the securities licensing process and the pressure many firms put on their trainees to pass the first time. I welcome the opportunity to help you with that first step in your career!
I am available for evening lessons and look forward to helping you!
David hasn’t set a schedule.