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My approach to learning is to prepare the students while keeping it fun.
I have 18 years Financial Services experience as both a retail financial advisor as well as a wholesaler, Sales Manager and Insurance broker.
One of the things I try to teach all my students is how to approach the exam. I've been fortunate to pass every professional exam I've taken the first time and I teach my students the same process I used over the past 18 years.

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Derek’s Qualifications

Education & Certification

Undergraduate Degree: Ohio University-Main Campus - Bachelor of Science, Communication, General

Test Scores

ACT Reading: 31


working out, scuba diving, cooking, the beach

Tutoring Subjects

Insurance License

Professional Certifications

Series 24

Series 26

Series 6

Series 63

Series 65

Series 66

Series 7

Series 7 - General Securities Representative Exam (Stockbroker)


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