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Frances S.

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Master Financial Services Exams! I can help!

Scottsdale, AZ 85254

Female

Member since:01/2015

Rates from $30 to $40

I can perfom tutoring:

  • On-line
  • In-home
  • Group

Will travel up to 30 miles

Additional Policies:

I have an extensive background in financial services. I was able to pass the Series 7 on the first try and also the Certified Financial Planner Exam. I have a training background as well, working as the head trainer at MetLife for annuities. I am dedicated to helping people further their career in financial services.

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About Me

Experience Summary

I have an extensive financial services background, spanning 19 years. I have a demonstrated ability to master standardized tests and can offer strategies to assist others in building confidence and approaching test questions. I was the head trainer at Metlife training entry level employees on annuities and passing the the Series 6 exam and insurance exams.

Teaching Style

Hands on. Using real life scenarios to explain points. Patience with students who are new to concepts.

My Hobbies

Reading, movies, spending time with my Maltipoo.

Credentials

Type Level Year Title Issued By
Degree Masters 2006 Master of Business Administration Chapman University
Certification Series 7 1996 Series 7, Series 66, Series 63 Finra
Other CFP 2007 Certified Financial Planner College of Financial Planning
Other Passed EA Exams 2014 Enrolled Agent SEE Exams Internal Revenue Service

Subject Commentary

All Subjects I Tutor

  • Business
  • Finance
  • SERIES 7
  • Testing Skills
  • Testing Strategies