Student Reviews

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About Me

My Background

I have over thirty years of experience in the financial services industry in a variety of capacities.  Having left the industry a few years back and recognizing that it had been nearly thirty years since I originally passed the Series 3, 6, 7, 26, 63 & 65, I opted to sit for and pass the Securities Industry Essentials, Series 3, and Series 65 exams in May of 2019 to become familiar with the new format.

My Expertise

  Since 2018, I've successfully tutored over one-hundred professionals for these qualifying exams: CFP, CIMA, SIE, Series 3, 6, 7, 63, 65, 66, & 99.

Personalized or Group Lessons

The bulk on my tutoring is done one-on-on remotely but I offer customized on-or-off site group instruction if desired.

Contact Me

If you have questions about the test preparation programs available to you, feel free to send me a message.    

I will get back to you as soon as possible.

Hal J. Boyd CFP®

190 E 8th St, #2254 Holland, MI 49422-2254

(616) 826-8379


Always open.

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