1st lesson free
KEN's profile and their contact details have been verified by our experts
KEN
- Rate $55
- Response 1h
$55/h
Contact
1st lesson free
- Series 7
Finance industry veteran, 25+ years with RIAs, multi-family offices and B-Ds. I'm smart, patient, 5+ yrs tutoring for the 7, SIE, 65, 6 and 63. I will help you study, learn and master the questions -
- Series 7
Lesson location
- online
-
at your home or a public place : will travel up to 20 mi. from East Lyme
About KEN
I have a Bachelor of Science in Management, and Minor in Accounting from Providence College and I have my MBA from Northeastern University in Boston. I held the FINRA Series 7, 6, 24, 65 and 4 in management roles with broker/dealers (Fidelity, DE Shaw/FarSight Financial) and wealth managers/multi-family office (Athena Capital, Windrose Advisors). I managed broker/dealer & RIA operations, trading, compliance and client services. Knowledge of investments across all asset classes, including hedge funds, PE/VC and other alternative investments.
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About the lesson
- All Levels
- English
All languages in which the lesson is available :
English
My teaching style focuses on understanding your background, interests, professional goals and how you best learn.
For FINRA exam prep I target the units that are the most challenging and understanding the fundamentals of a topic, how it relates to real-world practices, including the corporate world and one's own personal financial management.
I have helped tons of reps pass the FINRA exams - and I'm very affordable. I work with HS Seniors on college essays and questions, and with recent grads on WM career dev. I live in Connecticut. I am now retired after 25+ years as a financial services industry professional.
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Rates
Rate
- $55
Pack rates
- 5h: $275
- 10h: $550
online
- $55/h
free lessons
This first lesson offered with KEN will allow you to get to know each other and clearly specify your needs for your next lessons.
- 1hr
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