30+ years of Financial Service Industry and tutoring experience.

Jim K.

30 + years of Financial Services Experience including Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 27 (Financial & Operational Principal), Series 4 (Registered Options Principal), Series 53 (Municipal Securities Principal) and Life & Health Insurance Agent. I've also tutored students in these exams for years and know how to customize my approach to the student's needs. The students I have tutored have a pass rate of over 85%.

Licenses & Designations I have held over the years and tutored include: SIE exam (Securities Industry Essentials), Series 6 (Investment Company & Variable Contracts Representative), Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 27 (Financial & Operational Principal), Series 4 (Registered Options Principal), Series 53 (Municipal Securities Principal) and Life & Health Insurance Agent.

Feel free to contact me with any questions or for further clarification and details about how I tutor, my tutoring style and additional course materials. These exams are meant to be difficult and I believe in keeping things simple, using word associations, being visual in my tutoring, and keeping the student engaged/interactive (Yes, I do ask the student questions - This is NOT a spectator sport! : - ). Lastly, I also prep the student with my "Test Taking Tips" and I do assign homework....