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FINRA Licensing and Candlestick Charting in Motion -Technical Analysis
Brian M.

97 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $75
Response time: 4 hours

About Brian


Bio

Learn Why You Are Not Making Money Trading And Why Your Financial Advisor Is Likely Only A Financial Salesperson.
I've tutored professionals on FINRA exams for over 3 years including professionals from Goldman Sachs, Morgan Stanley, Vanguard, Fidelity, New York Life, and Northwestern Mutual. I receive strong testimonials especially for simplifying options. I am currently a content editor for the Series 6, tutor, practicing attorney, and an active trader.
In 2009, I was introduced to...

Learn Why You Are Not Making Money Trading And Why Your Financial Advisor Is Likely Only A Financial Salesperson.
I've tutored professionals on FINRA exams for over 3 years including professionals from Goldman Sachs, Morgan Stanley, Vanguard, Fidelity, New York Life, and Northwestern Mutual. I receive strong testimonials especially for simplifying options. I am currently a content editor for the Series 6, tutor, practicing attorney, and an active trader.
In 2009, I was introduced to Candlestick analysis through a global trading education company where I was fortunate enough to have been taught by one of the most successful technical traders in the history of the Chicago Mercantile Exchange. After years of my own frustration, and my own significant losses, in 2015, my ability to analyze candlestick charts crystalized. My goal is to help students actively interpret charts like a cardiologist reads an electrocardiogram.
I earned a B.S. in Finance with a minor in Economics from Iowa State University. I then enrolled at Loyola University Chicago School of Law. I was admitted to the Illinois Bar. I passed the Certified Public Accountant exam. I earned a Master of Laws (LL.M) degree focusing on financial services law, capital markets, and regulatory compliance. I passed the Certified Financial Planner certification examination in 2005 and 2017. I passed the Chartered Financial Analyst program Level 1 examination. I am currently preparing to sit for the Level 2 exam again. I have held FINRA SIE Series 6, 7, 31, 63, 65 and 66 licenses.
My experience includes Chicago Stock Exchange, Morgan Stanley, Northwestern Mutual, private law firms, Office of the State of New York Attorney General, compliance firms, exam prep firms, tutoring platforms and FINRA.


Education

Iowa State University
Finance
Loyola University Chicago School of Law
J.D.
Illinois Institute of Technology, Chicago-Kent College of Law
Other

Policies

  • Hourly Rate: $75
  • Rate details: $45/hour for university finance; $75/hour for FINRA licensing exam preparation; $55,000/year for Candlestick Charting in Motion.
  • Lesson cancellation: 4 hours notice required
  • No background check

  • Your first lesson is backed by our Good Fit Guarantee

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Approved Subjects

Series 3

Series 3

I have been an active and academic futures trader for 14 years. I was taught by experienced professionals through an on-campus trading school. I have 2 law degrees focusing on securities and investments. I have scored high on FINRA Series SIE, 6, 7 (92%), 31 (93%), 63, 65 (85%), and 66 (88%). I have FINRA score reports available upon request.
Series 6

Series 6

I have been an active and academic trader and wealth advisor for 14 years. I have 2 law degrees focusing on securities and investments. I have scored high on FINRA Series SIE, 6 (85%), 7 (92%), 31 (93%), 63 (87%), 65 (85%), and 66 (88%). I have FINRA score reports available upon request.
Series 65

Series 65

I have passed FINRA Series SIE, 6, 7, 31, 63, 65, 66 exams with high scores. I have also passed the certified financial planner exam twice, which is deeply related to the Series 65. I have tutored students for FINRA licensing exams for approximately 1 year.
Series 7

Series 7

In 2006, I passed the Series 7 at Morgan Stanley with a 92% taking only 2 hours and 15 minutes of the then 8 hour exam. I repassed the Series 7 in 2019. I have tutored over a dozen students to pass the Series 7 and have received very positive feedback.
Finance
Law
Brian M.'s Photo

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Hourly Rate: $75
Response time: 4 hours
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