How I passed the SIE exam on the first try with Achievable
Zoey Johnson, a financial consultant, shares her tips for passing the SIE and establishing a career in financial services.
Zoey Johnson
WealthPort Trading and Experience Consultant at Cambridge Investment Research, Inc.
Zoey Johnson is a WealthPort Trading and Experience Consultant at Cambridge Investment Research with nearly three years of experience supporting Financial Professionals in the financial services industry. In her role, she provides high-level service for CAAP accounts, assists with trading, operational, and paperwork inquiries, and delivers in-depth training on the WealthPort platform. Zoey is passionate about helping advisors navigate complex processes, enhancing the client experience, and building strong professional relationships through exceptional service and expertise.