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ie: 33635 or Tampa, FL

Mark P.

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Stamford, CT 06902

Male ( Age 65 )

Member since:07/2015

Rate
$50

I can perfom tutoring:

  • On-line
  • In-home
  • Group

Will travel up to 30 miles

Additional Policies:

2 hour minimum 25% deposit at the time of booking which will not be refunded if cancellation occurs less than 3 hours before appointment. Students to provide there own study materials.

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About Me

Experience Summary

Extensive financial services experience working on the buy and sell sides of the business as well as extensive experience developing course curriculum and material for the FINRA qualification exams. Have led classes and tutored students in their preparation for taking the Series 7, 63, 24, 65,and 66 exams. Whether you need extra help in understanding one or more subject areas or prefer more personalized instruction, I will make sure you are fully prepared to successfully pass the exam.

Teaching Style

I will provide an overview of the subject material and concentrate on the areas that either the student or I recognize as a potential weak spot.

Credentials

Type Level Year Title Issued By
Degree Bachelors 1981 Bachelor of Science, Business Ad... SUNY Oneonta
Degree Masters 1982 Masters of Business Administration SUNY Binghamton
Degree Juris Prudis 1985 Juris Doctor Hofstra University School of Law
Certification CFA Level 1 2008 Passed Level 1 CFA CFA
Certification CFA Level @ 2008 Passed Level 2 CFA CFA
Certification Series 7 2009 Passed Series 7 FINRA
Certification Series 55 2002 Passed Series 55 FINRA
Certification Series 86 2009 Passed Series 86 FINRA
Certification Series 87 2009 Passed Series 87 FINRA
Certification Series 63 2009 Passed Series 63 FINRA

Subject Commentary

All Subjects I Tutor

  • SERIES 7
  • Testing Skills