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Paul

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A passion of mine is assisting students to enter into a financial career.
I've spent over three decades as a successful Financial Advisor. The multiple exams a student must pass can seem daunting. My goal is to add clarity and help students fully understand the necessary concepts and terminology.
I have a Bachelors in religious studies. I've completed CLU / ChFC courses from American College and graduate studies in business at Wharton.
I've always had a passion for helping others, in business, training, instructing and tutoring.
I look forward to assisting you in your personal endeavors.

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Paul’s Qualifications
Education & Certification

Undergraduate Degree: Cincinnati Christian University - Bachelor in Arts, Religious Studies

Hobbies

Fly Fishing, Wood Working, Reading, Sporting Clays.

Tutoring Subjects
FINRA - Financial Industry Regulatory Authority
Insurance License
Professional Certifications
Series 6
Series 63
Series 66
Series 7 - General Securities Representative Exam (Stockbroker)
SIE
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