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Jim

Certified Tutor

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I have been in the securities industry for over 20 years and have a good understanding of many different areas. I will do my best to help the student by simplifying the material and using everyday tasks as examples. Exams I have taken (and passed on the first try): Series 7 (General Securities), Series 24 (General Securities Principal), Series 4 (Registered Options Principal), Series 27 (Financial and Operations Principal), Series 53 (Municipal Securities Principal), Series 66 (Investment Advisor Representative) and PA Life and Health Insurance agent exam. My goal is to have the student pass the exam(s)!

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Jim’s Qualifications
Education & Certification

Undergraduate Degree: Pennsylvania State University-Main Campus - Bachelor of Science, Finance

Hobbies

Music, Fishing, Cooking, Camping

Tutoring Subjects
Audio Engineering
Insurance License
Music
Music Recording
Other
Professional Certifications
Series 24
Series 27
Series 4
Series 53
Series 6
Series 63
Series 65
Series 66
Series 7
Series 7 - General Securities Representative Exam (Stockbroker)
SIE
Test Prep
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