Ken - Series 65 tutor - East Lyme
Ken - Series 65 tutor - East Lyme

Ken's profile and their contact details have been verified by our experts

Ken

  • Rate ₱3,665
  • Response 1h
  • Students

    Number of students Ken has taught since their arrival at Superprof

    4

    Number of students Ken has taught since their arrival at Superprof

Ken - Series 65 tutor - East Lyme
  • 5 (1 review)

₱3,665/h

Contact
  • Series 65

Investment industry veteran, 25+ years with RIA's, Broker-Dealers. 8+ yrs tutoring experience for the Series 7, SIE, Series 65, 66, 6 and Series 63 exams. Excellent FINRA Exam Tutor

  • Series 65

Lesson location

Recommended

Ken is a respected tutor in our community. They have been highly recommended for their commitment and the quality of their lessons — an excellent choice to progress with confidence.

About Ken

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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About the lesson

  • Elementary School
  • Junior High School
  • Senior High School
  • +7
  • levels :

    Elementary School

    Junior High School

    Senior High School

    Technical Vocational Education And Training

    Professional

    Adult Education

    Master

    Doctoral

    MBA

    Early Childhood Education

  • English

All languages in which the lesson is available :

English

I love helping young professionals pass the FINRA exams and with their wealth management career development.

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 offices (Athena Capital, Windrose Advisors).

I managed broker/dealer & RIA operations, trading, compliance and client services. I have extensive knowledge of investments across all asset classes, including hedge funds, PE/VC and other alternative investments.

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Rates

Rate

  • ₱3,665

Pack rates

  • 5h: ₱15
  • 10h: ₱30

online

  • ₱3,665/h

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