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

Ken profile and its contact details have been verified by our team.

Ken

  • Rate €52
  • Response 1h
  • Students

    Number of students Ken has accompanied since arriving at Superprof

    4

    Number of students Ken has accompanied since arriving at Superprof

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

€52/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. He is highly recommended for his commitment and the quality of his 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

  • Primary School
  • Secondary School
  • Post-Secondary Education
  • +9
  • levels :

    Primary School

    Secondary School

    Post-Secondary Education

    1st year of Sixth Form

    2nd year of Sixth Form

    BTS

    Supérieur

    Adult education

    Masters

    Doctorate

    MBA

    Kindergarten

  • 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

  • €52

Pack rates

  • 5 h: €260
  • 10 h: €520

online

  • €52/h

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