Smart, Effective, Experienced. 25+ Years in Wealth Mgmt. at BDs & RIAs

I have helped many students pass the various FINRA exams, and worked with young professionals to develop their wealth mgmt career - and I'm very affordable! I also tutor for the Life & Health Insurance exam. I have full access to Achievable for all exams to supplement your own study program. I enjoy seeing young professionals achieve their goals in the financial services industry. I live in Connecticut and am now semi-retired after 25+ years in the financial services industry. I have a B... Read More >>