1st lesson free
Ken's email address and phone number have been validated.
Ken
- Rate L976
- Response 4h
-
Students7
Number of students Ken has accompanied since arriving at Superprof
Number of students Ken has accompanied since arriving at Superprof
L976/hr
Contact
1st lesson free
- Series 65
Patient, smart, investment industry veteran, 25+ years with RIA's, Broker-Dealers. 10+ yrs successful tutoring experience for the Series 7, SIE, Series 65, 66, 6 and Series 63 exams.
- 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 retain and learn new investment concepts and regulations.
For FINRA exam prep I target the units that are the most challenging and teach, in english, the fundamentals of a topic, how it relates to real-world practices, including capital markets and one's own personal finances.
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 development. I live in Connecticut. I am now retired after 25+ years as a financial services industry professional.
See more
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.
See more
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 :
View more reviews
See more
Rates
Rate
- L976
Pack prices
- 5h: L4880
- 10h: L9760
free lessons
The first free lesson with Ken will allow you to get to know each other and clearly specify your needs for your next lessons.
- 1hr
online
- L976/h
Similar Series 65 teachers in East Lyme
Alex
Indianapolis, United States & Online
- L1,626/hr
- 1st lesson free
William
Remote, United States & Online
- L1,220/hr
- 1st lesson free
Bilal
Troy, United States & Online
- L813/hr
- 1st lesson free
Johnny
Texas City, United States & Online
- L1,220/hr
- 1st lesson free
-
See Series 65 tutors
