Services Offered

As a previous professional in the financial services industry and for Wall Street firms including Wells Fargo Advisors & Charles Schwab, I was able to gain direct experience into brokerage operations, wealth management, securities trading, financial advising and more. During my two year run, I learned a lot about the securities markets, and now I tutor people and do consulting work on Fiverr.com. You can check out my services below or head directly to my profile on Fiverr if you want to learn more or consider booking a session.

Sincerely,

Drew Stegman

Services Offered ($40 an Hour for All): I accept payment via PayPal (drewsteg23@gmail.com, where you can send donations as well) or money accepted directly on Fiverr.com.

  • Series 7 Tutoring
  • Series 6 Tutoring
  • Series 63 Tutoring
  • Series 65 Tutoring
  • Portfolio Analysis
  • Investment Management
  • Trading (options, stocks, high yield bonds, etc.)
  • Practically all other securities and market related matters.