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.
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.
The bulk on my tutoring is done one-on-on remotely but I offer customized on-or-off site group instruction if desired.
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.
190 E 8th St, #2254 Holland, MI 49422-2254