FINRA Series 65

Tutor directory

I have over 2,500 tutoring hours, hundreds of successful students, and very passionate testimonials. As an Adult ADHD I like to develop struggling test takers into financial professionals.

Please check out my "Two Hour Strategy Assessment."

PS Bulk pricing available for 6- & 9-hour plans.

Professional Licensing Tutor, retired FINRA principal. Taught hundreds of people FINRA and NASAA licensing exam strategy and content, would love to help you, too!

SIE, Series 6, Series 7, Series 63, Series 65 and Series 66

I have the following active licenses: series 6, 7, 65, 66, 3, 4, 24, 8 and 53. I am currently working in the securities industry. I have tutored for the SIE and new Top Off series 6 and 7 exams as well as the 63, 65 and 66. I also maintain an active state insurance license. I know what it takes to study and pass an exam.

I have been a tutor since 2016. Tutoring allows me to share my years of investment experiences and offer guidance to a student. I am a visual learner and tutor using illustrations to improve the recall of information and concepts. I have organized and participated in many speaking engagements both in public and in corporate board rooms. My years of sales and management experience have made me an effective communicator.

I have a BS in Finance from Quinnipiac University and an MBA in Finance from University of New Haven. I enjoy a challenge and have consistently grown within my industry by enhancing my skills by taking classes and obtaining additional licenses as well as taking on additional responsibilities. I enjoy meeting and working with new people. I am a positive person who can share my experiences to enhance a student's potential.

I'm a current certified tutor for Varsity Tutors and have been for several years. I was in the financial services industry for almost 20 years, including analysis, portfolio management and corporate lending as a Senior Vice President. Throughout my career I had a passion for mentorship and teaching. I took the series 7, 63, CFP etc decades ago when the 7 was one single exam! I began teaching and sat for the GACE exam (missing two!); working primarily with ADD, ADHD and dyslexic students. I loved the work; the content was not challenging enough for me. I began to study learning as a conceptual construct. I read several books from Harvard neuroscientists on how our brain learns best and most easily. I incorporate these skills to my teaching program and student analysis. I've developed a 360 degree program for all FINRA exams, customizing each students lesson plans according their own individual needs; from the series 3 through the series 86. Last month I had four series 79 students pass. Each morning I read over 10 industry news forums and prepare exam materials in accordance. My students will tell you my material is the best and they're happy to speak with you for a reference. This approach has earned me over 215 5 star reviews. I will know 7-10 days before you sit for your exam that you will pass confidently. Former students call me with their successes; last month a student called me with a new life success. He failed the Series 7 three times before we worked together. In four months he passed the 7, 65 and 63. After over 276 students, here are my statistics:

Let's get started today on making your goals reality.

I am an experienced and now retired financial services industry professional and I have my MBA from Northeastern. I held the FINRA Series 7, 6, 24, 65 and 4 during my career. I have 3+ years experience tutoring FINRA Exam candidates!

My professional background includes seven years at Fidelity Investments, two years at the DE Shaw Group, six years at Athena Capital Advisors (Boston), and eight years at Windrose Advisors (Boston). I have managed broker/dealer operations, advisory operations, trading and compliance, and I have been part of investment technology startups. I now manage homes on Airbnb for myself and a small number of clients.