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

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Ken

  • Rate ₱3,764
  • Response 4h
  • Students

    Number of students Ken has taught since their arrival at Superprof

    7

    Number of students Ken has taught since their arrival at Superprof

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

₱3,764/h

Contact
  • Series 65

Patient, smart, investment industry veteran, 25+ years with RIA's, Broker-Dealers. 10+ yrs successful tutoring experience for the Series 7, SIE, Series 65, 66, 6 and Series 63 exams.

  • 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 retain and learn new investment concepts and regulations.

For FINRA exam prep I target the units that are the most challenging and teach, in english, the fundamentals of a topic, how it relates to real-world practices, including capital markets and one's own personal finances.

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 development. 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

  • ₱3,764

Pack rates

  • 5h: ₱15
  • 10h: ₱30

online

  • ₱3,764/h

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