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Through almost a decade as a financial planner, I enjoy helping others enter the field and continue to develop their expertise. I tutor the Series 6, 63, 65 and 7 exams and the CFP Board exam.
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Undergraduate Degree: Susquehanna University - Bachelor of Science, Finance
Golf Reading Cigars The beach
Business
CFP
Insurance License
Personal Finance
Professional Certifications
Series 6
Series 63
Series 65
Series 66
Series 7
Series 7 - General Securities Representative Exam (Stockbroker)
SIE
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