CFP | SIE, Series 6, 7, 63, 65, 66 | Active Industry Professional

After college, I joined the financial services industry, eventually getting my SIE, Series 7, Series 66, Certified Financial Planner designation, and insurance licenses. I've passed all of my licensing and certification tests in the financial services field on the first attempt, including the Certified Financial Planner national exam. This was thanks to my mastery of economic concepts and understanding of study strategies and test-taking tactics. In addition to tutoring, I am a comprehensive ... Read More >>