Ken -  - East Lyme
Ken -  - East Lyme

Ken's email address and phone number have been validated.

Ken

  • Rate R961
  • Response 4h
  • Students

    Number of students Ken has accompanied since joining Superprof

    6

    Number of students Ken has accompanied since joining Superprof

Ken -  - East Lyme
  • 5 (1 review)

R961/h

Contact

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

Lesson location

    • online

Recommended

Ken is a respected tutor in our community. He is highly recommended for his commitment and the quality of his lessons. A trusted partner on your learning journey.

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

  • All levels
  • English

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

  • R961

Package rates

  • 5h: R4805
  • 10h: R9610

online

  • R961/h

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