Hello. I am a Financial Advisor with over 8 years experience. I first took my Series 7 in 2000 and at 20 years old and passed with an 83%. While I was out of the business for a few years, I had to retake the Series 7. In 2015 I passed the exam with an 89%. I graduated from LaRoche University Summa Cum Laude.
In my professional role, I have managed my own client book while also teaching new hires information on the Series 7. I have helped with concepts that they may not have been...
Hello. I am a Financial Advisor with over 8 years experience. I first took my Series 7 in 2000 and at 20 years old and passed with an 83%. While I was out of the business for a few years, I had to retake the Series 7. In 2015 I passed the exam with an 89%. I graduated from LaRoche University Summa Cum Laude.
In my professional role, I have managed my own client book while also teaching new hires information on the Series 7. I have helped with concepts that they may not have been able to comprehend and make that information make sense to them. I have looked at what was not being understood and worked with the new hire in their learning style and worked through the hurdle. I also teach financial education in my daily work.
