Ken - Series 65 tutor - East Lyme
1st lesson free
Ken - Series 65 tutor - East Lyme

The email address and phone number of Ken have been verified.

Ken

  • Rate UGX 235,919
  • Response 4h
  • Students

    Number of students Ken has accompanied since arriving at Superprof

    7

    Number of students Ken has accompanied since arriving at Superprof

Ken - Series 65 tutor - East Lyme
  • 5 (1 review)

UGX 235,919/hr

1st lesson free

Contact

1st lesson free

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
  • Secondary
  • Tertiary
  • +6
  • levels :

    Primary

    Secondary

    Tertiary

    University

    Adult Education

    Masters

    PhD (Doctor of Philosophy)

    MBA

    Early childhood education

  • 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

Rates

Rate

  • UGX 235,919

Pack prices

  • 5h: UGX 1175
  • 10h: UGX 2350

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

  • UGX 235,919/hr

Similar Series 65 teachers in East Lyme

  • Alex

    Indianapolis, United States & Online

    New
    • UGX 393,198/hr
    • 1st lesson free
  • William

    Remote, United States & Online

    New
    • UGX 295,497/hr
    • 1st lesson free
  • Bilal

    Troy, United States & Online

    New
    • UGX 196,998/hr
    • 1st lesson free
  • Johnny

    Texas City, United States & Online

    New
    • UGX 294,898/hr
    • 1st lesson free
  • See Series 65 tutors