A Chat with Create: UR Wealth LLC
What services does your business offer and what makes your business stand out from the competition?
I am an experienced, caring and concerned instructor. I make sure you understand a concept before moving on to another topic. My only concern is to prepare you to pass the Series 7 or any other financial services exams the first time!
Do you provide any materials? What should your students expect to bring?
It’s a tutoring session for the financial services sector, so whatever topic the student needs I will provide a reading chapter on that subject. The student should bring questions that they need answers to and a willingness to learn.
What was the inspiration to start or run this business?
I’ve taught the various financial services licensing exams for over 15 years and was very successful at helping people pass. I was only able to do it for students who worked at that particular brokerage firm. Now, working for myself, I am able to help anyone, regardless of firm, pass these exams.
What do you love most about your job?
Helping someone understand a topic and giving them the confidence to know that they will pass that particular licensing exam, whether it’s the Series 7, 63, 24, 66, or 65 exams.