"I have successfully tutored professionals on FINRA Series exams for over 2 years. I have helped professionals from Goldman Sachs, Morgan Stanley, Vanguard, Fidelity, New York Life, Northwestern Mutual, and university students pass their exams. I receive strong reviews and testimonials especially for simplifying options. I am currently a content editor of a review provider for the Series 6, tutor, practicing attorney, and an active trader.

In 2009, I was introduced to Candlestick analysis through a global trading education company where I was fortunate enough to have been taught by one of the most successful technical traders in the history of the Chicago Mercantile Exchange. After years of my own frustration, and my own significant losses, in 2015, my ability to analyze candlestick charts crystalized. My goal is to help students actively interpret charts like a cardiologist reads an electrocardiogram.

I earned a B.S. in Finance with a minor in Economics from Iowa State University. At Iowa State, I served as Finance Club President. After graduation, I enrolled at Loyola University Chicago School of Law. I was admitted to the Illinois Bar. I passed the Certified Public Accountant exam. I earned a Master of Laws (LL.M) degree focusing on financial services law, capital markets, and regulatory compliance. I passed the Certified Financial Planner certification examination in 2005 and 2017. I successfully passed the Chartered Financial Analyst program Level 1 examination. I sat for the Level 2 examination. I am currently preparing to sit for the Level 2 exam again. I have held FINRA SIE Series 6, 7, 31, 63, 65 and 66 licenses.

My experience includes Chicago Stock Exchange, Morgan Stanley, Northwestern Mutual, private law firms, Office of the State of New York Attorney General, compliance firms, exam prep firms, tutoring platforms and FINRA." less...