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...
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SG
Mark is an excellent tutor. He’s really great at explaining the material to you. He provides lots of examples and notes. He will go through each chapter and at the end of each session, he provides a variety of quiz questions to go over with you to make sure you understand the material that was just discussed. I would definitely recommend more to someone who is in the need of a tutor.
Sheila, 15 lessons with Mark
Well-versed, knowledgeable and reliable
Mark brings an extensive background regarding the Series 65. I like that he reviews the material and includes practice questions at the end of the session. He is extremely reliable and communicates effectively regarding the "in and outs" of the material and how it might be addressed on the exam. I would recommend Mark because he keeps his word, is professional, and always on time. Thank you.
Ethel, 7 lessons with Mark
great teacher!
Passed my 66 first time - has great resources and very patient! Great tutor. Would recommend to anyone who needs help.
Bianca, 2 lessons with Mark