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I have been in the securities industry for over 20 years and have a good understanding of many different areas. I will do my best to help the student by simplifying the material and using everyday tasks as examples. Exams I have taken (and passed on the first try): Series 7 (General Securities), Series 24 (General Securities Principal), Series 4 (Registered Options Principal), Series 27 (Financial and Operations Principal), Series 53 (Municipal Securities Principal), Series 66 (Investment Advisor Representative) and PA Life and Health Insurance agent exam. My goal is to have the student pass the exam(s)!

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Jim’s Qualifications

Education & Certification

Undergraduate Degree: Pennsylvania State University-Main Campus - Bachelor of Science, Finance


Music, Fishing, Cooking, Camping

Tutoring Subjects

Audio Engineering

Insurance License


Music Recording


Professional Certifications

Series 24

Series 27

Series 4

Series 53

Series 6

Series 63

Series 65

Series 66

Series 7

Series 7 - General Securities Representative Exam (Stockbroker)


Test Prep

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