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Aleta

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With more than 35 years experience in the finance industry, I have passionately seen my primary role as an educator. This is equally important to me as a tutor. During my career, I obtained the Certified Series 7, 6, 63, and 65 and the Life, Health, Annuities and Variable Contracts Producer License within various states. I also hold an MBA in finance. Currently, I own a financial consulting firm and provide financial coaching, financial education and advising.

The key to success with my clients and to helping you PASS YOUR EXAM is providing an understanding of the "why." There are many proven techniques I will use based on this concept. I am very knowledgeable and prepared to help you PASS YOUR EXAM!! YOU will not only understand the content for the exam, you will learn the structure and test taking skills needed to PASS YOUR EXAM.

I look forward to the opportunity to working with you and helping you celebrate your success!

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Aleta’s Qualifications

Education & Certification

Undergraduate Degree: University of Miami - Bachelor in Arts, Public Relations

Graduate Degree: Hampton University - Masters in Business Administration, Finance

Hobbies

World travel, jazz concerts and festivals, yoga, reading, walking and thriller movies.

Tutoring Subjects

Professional Certifications

Series 65

Series 7

Series 7 - General Securities Representative Exam (Stockbroker)

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