Award-Winning Series 53 Tutors

My passion is knowledge. I love to read and learn new things and share those things with anyone who will listen. I don't turn down the chance to learn something new, which has created wonderful opportunities for me.

...Managerial Finance, I became very passionate about teaching people about money and Finance. The first 20 years of my career were spent in the Financial Services industry, holding several positions, including Assistant Vice President of Dealer Marketing, Sr. Compliance Representative, and having my investment practices. For the past six years, I have been running the finance departments for several non-profit organizations while serving as an Instructor of the Business Department for a local University.

...product and warrants held by the coveted AAA balance sheet. This multi-year experience proved to be mutually beneficial both to my professional career, as it was for the bank's global securities businesses (particularly US Equities and Swiss Treasury) that I diligently represented resulting in increasing customer business and attractive risk adjusted return on capital (RAROC). My career trajectory continued to expand beyond US domestic equity markets into global markets - Asia, Latin America, Europe as...

...Financial Planner. I also have several industry licenses; series 7, 66, 51, 24, and 2-15. I am passionate about personal financial literacy and have previously taught financial literacy classes to high school students. While I tutor a broad range of subjects, I am most passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex exams, we always seem to have the most success when we have discovered...

...realm; and to this day, constantly work to perfect my craft. I believe a lot of work done by financial professionals is noble, they have the ability to help others retire comfortably, protect themselves and loved ones against unfortunate circumstances, help others as well as many other goals they have. I believe there is a right way to do business and I strive to help others in their efforts to do business the right way....

I have enjoyed and prospered for 40 years in the security industry. If I can help another person have the same success then I have truly accomplished something. I attended the University of Illinois but my life education is from experience running brokerage and registered investment advisory firms. My approach to training starts with an understanding of the individual's needs from there we can structure an approach around the unique needs of each individual.

...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....