Ken -  - East Lyme
1st lesson belanja
Ken -  - East Lyme

Ken's profile, qualifications and contact details have been verified by our experts

Ken

  • Rate RM249
  • Response 1h
  • Students

    Number of students accompanied by Ken since their arrival at Superprof

    4

    Number of students accompanied by Ken since their arrival at Superprof

Ken -  - East Lyme
  • 5 (1 review)

RM249/h

1st lesson belanja

Contact

1st lesson belanja

1st lesson belanja

Excellent FINRA Exam Tutor. Investment industry veteran, 25+ years with RIA's & Broker-Dealers. 8+ yrs tutoring experience for the Series 7, SIE, 65, 66, 6 and 63 exams.

Lesson location

    • online

Recommended

Ken is a respected tutor in our community. They are highly recommended for their commitment and the quality of their lessons. An excellent choice to progress with confidence.

About Ken

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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About the lesson

  • All levels
  • English

All languages in which the lesson is available :

English

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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Rates

Rate

  • RM249

Pack rates

  • 5h: RM1036
  • 10h: RM1865

online

  • RM249/h

Travel

  • + RM50

free lessons

This first lesson is free to allow you to get to know your teacher so that they can best meet your needs.

  • 30mins

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