...I have extensive brokerage and investment advisory operations, sales and management experience. I was FINRA Series 65 licensed, as well as being previously Series 7, 24 (General Securities Principal), and 4 (Options Principal) licensed. I worked in B/D operations and RIA operations, and have managed securities trading for different firms. (read more)
6 Subjects: includingSeries 7,Series 65,Series 6,Career Development
...I have used Excel for over 25 years and I also have experience with VBA to create macros to automate repetitive tasks. I have used Excel for data analysis, graphing, and financial tasks such as budgeting and record keeping. I use Excel to help run my business as well. (read more)