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I am dually registered as an investment advisor representative and an agent of a broker dealer. I work for a large firm in the industry and give investment advice to our high networth clients between 250k-5MM in assets.

I passed the SIE and Series 65 will I was still in college and was put through a TD Ameritrade's training program to pass the Series 7 and Series 63 Licenses.

The program I have learned is designed specifically to teach you the information you need to know to pass and skip out on all the fluff. I have a vast understanding of the "test world" concepts and their real world applications. If you are looking for a tutor who can break down the concepts into an easy to understand bits look no further.

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Zachary’s Qualifications

Education & Certification

Undergraduate Degree: Troy University - Bachelor in Arts, Finance


Interests include: Options trading, long term investing, financial planning, photography, SEO, rock climbing, and fitness.

Tutoring Subjects

Professional Certifications

Series 63

Series 65

Series 7


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