From bonds, to munis, options, and mutual funds, Ed helped give the comprehensive, high level background that I needed as my base. Because of Ed, I got to a place where I was excited to take the Series 7 exam because I was so confident in my understanding of the material and knew I would pass. I am thrilled to say that I have passed my Series 7 exam, and I couldn't have done it without Ed's help!
We talked about mutual funds. He was calm, collected, professional and patient. I would recommend him. It's a little expensive but it is worth it.
We went over variable annuities and a bit on mutual funds. She also went over my score sheet from the test, and we discussed the questions I had trouble with. She is very helpful.