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I have been teaching the Series 6 & 7 for the past 24 years and recently the SIE as well. I am very passionate about helping students pass these tests and have a unique ability making this information understandable. I specialize in "Options and Margin"

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William’s Qualifications

Education & Certification

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


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

Insurance License

Professional Certifications

Series 6

Series 63

Series 65

Series 7

Series 7 - General Securities Representative Exam (Stockbroker)


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