I have a B.B.A. in Finance from Baylor University and over 3 years of practical experience in the financial industry.
I am a CERTIFIED FINANCIAL PLANNER® who passed the SIE, Series 66, and Series 7 on the first attempt. These tests unlock great career potential in the financial industry and are required for the majority of client-facing or advisory roles. I am looking to share my expertise and knowledge of these tricky exams. These tests are overwhelming and specific and having a guide...
I have a B.B.A. in Finance from Baylor University and over 3 years of practical experience in the financial industry.
I am a CERTIFIED FINANCIAL PLANNER® who passed the SIE, Series 66, and Series 7 on the first attempt. These tests unlock great career potential in the financial industry and are required for the majority of client-facing or advisory roles. I am looking to share my expertise and knowledge of these tricky exams. These tests are overwhelming and specific and having a guide that has been recently successful is important to passing. I am a patient and knowledgeable teacher that explains these concepts to clients every day.
Please send me a message with any questions or concerns and I would be happy to address them
