Roman
Certified Tutor
After graduating with a B.S. in Mechanical Engineering from Virginia Commonwealth University, in my hometown of Richmond, Virginia, I moved and began my career in finance in Charlotte, NC. During my time in the industry, I've taken many exams, including, the CFP, Series 7, Series 66 Series 63, SIE, Life Ins, Health Ins, and LTC Ins - And I've passed all of them on the first attempt. I've actually passed the Series 7 twice! I'm passionate about personal finance and love helping others understand the concepts needed to pass these exams. Finance is a great field to work in, so I truly enjoy whenever I'm able to help someone pass their exams!
My goal as your tutor is simple: To help you pass the exam on the first attempt.
I take care to assess your starting position and help you map out a study and exam prep plan to ace the test on your first try.
Connect with a tutor like Roman
Undergraduate Degree: Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
In my free time, I enjoy learning more about personal financial planning topics and studying for further certifications. Outside of work, I enjoy watching professional sports, playing soccer, going to the gym, and spending time with friends and family.
- CFP
- FINRA - Financial Industry Regulatory Authority
- Personal Finance
- Professional Certifications
- Series 63
- Series 65
- Series 66
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE