My experience in the financial industry spans a period of over 30 years including positions in sales, management and training. I have taken and passed (on the first try) the Series 3, 6, 7, 24, 53, 63 and 65. Throughout my career I have provided extensive training and tutoring on the SIE, Series 6, 7, 9, 10, 24, 63, 65 and 66. Helping students succeed is very rewarding and gratifying. I am always excited when students inform me that they passed an exam.
My teaching style involves...
My experience in the financial industry spans a period of over 30 years including positions in sales, management and training. I have taken and passed (on the first try) the Series 3, 6, 7, 24, 53, 63 and 65. Throughout my career I have provided extensive training and tutoring on the SIE, Series 6, 7, 9, 10, 24, 63, 65 and 66. Helping students succeed is very rewarding and gratifying. I am always excited when students inform me that they passed an exam.
My teaching style involves active engagement and participation from students. I want students to thoroughly understand the concepts and not just memorize material. Also, I utilize active listening to ensure student’s comprehension of the material and any questions are promptly addressed. I have spent 10 plus years in a corporate training capacity, assisting hundreds of employees with passing the SIE, Series 6, 7 63 and 66. For the last few years in positions at Kaplan and Pass Perfect I have helped thousands of students pass multiple exams including the SIE, Series 6, 7, 9, 10, 24, 63, 65 and 66. I bring real world experience along with strong knowledge of FINRA, MSRB and SEC Regulations. I look forward to working with new students to help you achieve success in your financial services career.
