Financial Services - Mountain View, California, United States
I am an experienced Series 7 tutor whose current clients include Morgan Stanley, Merrill Lynch, New York Life Insurance Co., Ameriprise Financial and individuals who must be licensed by the SEC and FINRA. I majored in mathematics at M.I.T. and I personally scored 95% on the Series 7 and 89% on the Series 66 exams. I have taught professionally for over 16 years, and I have been a fee-only financial adviser since 2003. I will tutor you at your home or other preferred location within the greater San Francisco Bay Area.Patient and innovative in my approach to learning, your tutoring session includes a proprietary 1-page chart that will allow you to answer Options questions on the exam and a similar mnemonic device for answering Bond yield questions.
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