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With 25 years in the securities industry working in a wide range of roles from private, high net worth only partnerships to large wirehouses and having earned a number of licenses along the way (Series 7, 63, 66, 24 as well as General Lines Life, Accident and Health insurance), I have so much knowledge and practical experience to share - the idea that I will be a part of guiding you into your new career is very exciting to me! It's my way of passing the torch to the next generation.

My method is an immersive experience that creates a much more straightforward presentation of the material and results in deeper comprehension.

From there, we test repeatedly in a consequence-free environment designed to both reveal areas needing to be strengthened as well as developing your confidence to make you comfortable with the format of the exam questions by showing you how to approach them and see through the tricky wording.

That combines to build your understanding into a solid structure. My method is the reason why I score high on my exams and then also retain the information in the future rather than making the mistake of committing it to short-term memory - because with short-term memory, the information isn't there when you need it most.

I tutor on other sites as well so sometimes I have limited availability - let me know what your timeframe is and I'll do my best to get you on the schedule and pass your exam!

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Brett’s Qualifications

Education & Certification

Undergraduate Degree: Belmont University Cum Laude - Bachelor of Science, General Studies


LEARNING! (I'm an autodidact who is always learning a variety of new things to the point of mastery), honing my investment strategies, reading, writing, bringing my ideas to physical reality in my workshop, spending time with my family, being out on the water in the boat I built (COVID project) with the wind and the waves, loving on all of our furkids.

Tutoring Subjects

FINRA - Financial Industry Regulatory Authority

Professional Certifications

Series 63

Series 66

Series 7

Series 7 - General Securities Representative Exam (Stockbroker)


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