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William

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I have been helping students pass the Series 6, 7 and 66 for the past 26 years and now recently the SIE as well. I specialize in helping students with options and margin. I get my most enjoyment from assisting students progress through their career by helping to add different licenses. I have experience with a variety of different educational products including (Kaplan, ExamFX, Training Consultants, STC and Achievable)

I am Series 7, 9, 10, 24, 63 and 65 (66) licensed and have multiple industry designations (CAS, CMFC, AAMS, CRPC and ARPC).
My tutoring approach is tailored to each student's unique learning style and pace, ensuring that they grasp the concepts and strategies needed to pass these exams.

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William’s Qualifications
Education & Certification

Undergraduate Degree: Malone University - Bachelor in Arts, Accounting and Business Management

Hobbies

I have two adult children that take up a lot of my time, I keep an active healthy lifestyle and try to do yoga everyday.

Tutoring Subjects
FINRA - Financial Industry Regulatory Authority
Professional Certifications
Series 6
Series 63
Series 7
Series 7 - General Securities Representative Exam (Stockbroker)
SIE
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