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

Ken's email address and phone number have been validated.

Ken

  • Rate RM245
  • Response 4h
  • Students

    Number of students accompanied by Ken since their arrival at Superprof

    7

    Number of students accompanied by Ken since their arrival at Superprof

Ken -  - East Lyme
  • 5 (1 review)

RM245/h

1st lesson belanja

Contact

1st lesson belanja

1st lesson belanja

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.

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

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.

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About the lesson

  • All levels
  • 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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Rates

Rate

  • RM245

Pack rates

  • 5h: RM1225
  • 10h: RM2450

free lessons

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

  • 1hr

online

  • RM245/h

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