The profile of Ken and their contact details have been verified by our experts
Ken
- Rate L989
- Response 1h
-
Students3
Number of students Ken has accompanied since arriving at Superprof
Number of students Ken has accompanied since arriving at Superprof
L989/hr
Contact
- Series 65
Investment industry veteran, 25+ years with RIA's, Broker-Dealers. 8+ yrs tutoring experience for the Series 7, SIE, Series 65, 66, 6 and Series 63 exams. Excellent FINRA Exam Tutor
- Series 65
Lesson location
Recommended
Ken is a respected member of our tutor community. He is highly recommended for his commitment and the quality of his lessons. An excellent choice to progress with confidence.
About Ken
My teaching style focuses on understanding your background, interests, professional goals and how you best learn.
For FINRA exam prep I target the units that are the most challenging and understanding the fundamentals of a topic, how it relates to real-world practices, including the corporate world and one's own personal financial management.
I have helped tons of reps pass the FINRA exams - and I'm very affordable. I work with HS Seniors on college essays and questions, and with recent grads on WM career dev. I live in Connecticut. I am now retired after 25+ years as a financial services industry professional.
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About the lesson
- Primary
- Lower Secondary
- Senior Secondary
- +7
levels :
Primary
Lower Secondary
Senior Secondary
Post Secondary Education
Higher Education
Adult Education
Master's Degree
Doctorate
MBA
Early Childhood Care & Development
- English
All languages in which the lesson is available :
English
I love helping young professionals pass the FINRA exams and with their wealth management career development.
I have a Bachelor of Science in Management, and Minor in Accounting from Providence College and I have my MBA from Northeastern University in Boston. I held the FINRA Series 7, 6, 24, 65 and 4 in management roles with broker/dealers (Fidelity, DE Shaw/FarSight Financial) and wealth managers/multi-family offices (Athena Capital, Windrose Advisors).
I managed broker/dealer & RIA operations, trading, compliance and client services. I have extensive knowledge of investments across all asset classes, including hedge funds, PE/VC and other alternative investments.
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Review
All of our reviews are collected by us and are 100% reliable. They correspond to a real experience lived by the students of Ken.
1 review
Perfect! Very patient teacher! Look forward to working with him again
- Great students - very interested in learning and passing the exam.Ken's response :
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Rates
Rate
- L989
Pack prices
- 5h: L4945
- 10h: L9890
online
- L989/h
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