...in helping students/clients prepare for certification exams such as the SIE, Series 7, 63, 65, 66, pharmacy technician certification exam (PTCE) etc. I have got tips and tricks on how to pass these exams in one sitting. In addition, I will incorporate real-world examples that will expand on the knowledge base of any student and enable him/her to ace the exam(s). I believe students who actively participate and take responsibility for their learning succeed the...
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...battlefield to the corporate office. I am happy to share my knowledge and experiences with you and help you achieve your goals. I have been a sales leader in the financial services industry for over 25 years and I retired a senior NCO in the Army Reserve serving for 23 years. I've had the pleasure of mentoring training and leading sales people and soldiers most of my adult life and coaching and developing has been...
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I just obtained my licenses within the last year: 6, 63, 66, 7. While my employer provided me with the books, I was not given study support which I think would have been incredibly helpful to me. I look forward to helping you pass on your first try!
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...work done by financial professionals is noble, they have the ability to help others retire comfortably, protect themselves and loved ones against unfortunate circumstances, help others as well as many other goals they have. I believe there is a right way to do business and I strive to help others in their efforts to do business the right way. My expertise started long ago when I received my Bachelor's in Finance from the University of...
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Through almost a decade as a financial planner, I enjoy helping others enter the field and continue to develop their expertise. I tutor the Series 6, 63, 65 and 7 exams and the CFP Board exam.
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...on to others. That is what brought me to earn my PhD and my flight instructor certificate, allowing me to teach various areas in finance, such as corporate finance, personal finance, and securities markets, and anything dealing with aviation. I have recently changed my career to move out of in-house financial services firms and focus completely on teaching. The way I prefer to teach and tutor is to work with the student, not lecture them....
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...in St. Louis and a Bachelor's Degree from the University of Central Missouri, and have developed a deep understanding of the principles of finance, accounting, economics, investment products, and business. In addition to my professional experience, I have a proven record of tutoring finance-related subjects and served as lead business tutor of my undergraduate university. My tutoring approach is focused on simplifying complex financial concepts and making them accessible to learners at all levels of...
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...part of from elementary to high school. I graduated from Naperville North High School in 2012, and graduated from the University of Illinois at Urbana-Champaign with a finance degree in 2016. Education has played a central role in my life, from early youth until today. The first lesson learned was how to be disciplined. I learned how to put in the time and mental effort to be successful, and this work ethic has helped me...
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I enjoy teaching a variety of subjects. As a college economics major with an MBA, and as former investment banker with many years of experience there (now retired), I enjoy teaching finance, accounting, and econ as well as the various secrutities licensing tests. But my avocations are history and literature and I love teaching them as well--whether through assisting with regular school homework and test preparation, or through SAT/ACT prep, or through AP/SAT subject test...
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I want my students to have fun while learning, and know why they are learning certain topics. I can use my 15 years of industry experience to share how learning topics would be applied during real life situations. I want my student to not only pass their exam, but also have confidence in their future careers.
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...in Social Science from Chapman University, a Masters in Teaching degree from Washington State University, and a K-12 Education Administration certification from Whitworth University. I have attained the National Board for Professional Teaching Standards certification for K-8 in English Language Arts. I have taught 5th grade for 9 years and currently I am an Assistant Principal at an elementary school. I've also worked in the financial services industry as a financial advisor and served in...
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When interacting with students I take an approach that focuses on allowing them to learn in a way that suits their learning style, whether visual or auditory. I make an earnest attempt to allow the student to learn in a fashion that is most effective in promoting retention and understanding. I will show much patience and empathy. I will never forget the days when I was a student in need of help.
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CFA level 1 candidate with diversified graduate-level education in econometrics, derivatives, corporate finance, economics and financial statement analysis. I am a team player, goal oriented, trustworthy. I am fluent in Spanish and English and I am the former President of the Latino Student Association at BYU- Hawaii. I have been educated in 3 different continents. Registered Representative (Series 7)
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...(Capella University). I currently licensed with the state of NJ for Life/Health Insurance. I am registered with FINRA (Series 7 & 66). I also hold a Certified Financial Planner designation. I help candidates studying for their Life/Health, SIE, Series 7, Series 6, Series 66 (63/65), and CFP designations. I am eager to pass on various tips and tricks I have learned for the various exams. I have various study tips and tricks that I have...
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...teaching comes from a life long passion for learning. Im a Masters Degree graduate of Washington University in St. Louis (Olin School of Business: Finance emphasis) and also received my Bachelor of Science in Accounting from Truman State University. Both students and parents say that I help students succeed and realize their own potential with improved confidence, grades and test scores. Because I have over 20 years of "real life" professional experience and have traveled...
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...also have over 9 years of professional experience, holding various positions within the finance sector. In my professional setting I have helped and trained fellow colleagues to pass the different FINRA exams. I understand the pressure of learning the materials and then passing the exams in the allotted time frames given. I am passionate about helping people pass the professional exams and achieving their goals. I aim to be a resource to people, and letting...
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...Minor in Business Administration. I have over 20 Years of sales, leadership, mentoring and coaching in the Financial Services field-which includes -Mortgage Branch Management, VP of Membership, Top Mortgage Production Sales Performer, Financial Advisor, Life & Health Agent and Medicare Health Agent. I focus on explaining real-life business experience examples so students understand how certification questions relate to situations they may encounter in the future. I enjoy sharing my tips and tools on how keep...
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...I have worked in financial services for over 28 years. I am a passionate management professional accomplished in successfully recruiting talent, managing change, and mentoring individuals. I have successfully recruited, hired, trained and/or supervised over 500 financial advisors. I have studies Retirement Planning along with having the following FINRA Licenses: Series 7, 8 (9/10), 66, 63. While I tutor a broad range of subjects' financial literacy, I have proven experience in helping individuals master the...
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Receive personally tailored Series 66 lessons from exceptional tutors in a one-on-one setting. We help you connect with the best tutor for your particular needs while offering flexible scheduling to fit your busy life.
Hamilton Series 66 Tutoring FAQ
The Series 66 is a qualification and exam, which is also called the Uniform Investment Advisor Combined State Laws Exams. It is referred to by this name because it is essentially a combination of the Series 63 and Series 65 exams. Those who pass the Series 66 are able to work as investment advisor representatives or securities agents. However, in order to apply for registration and begin working in the industry, a professional must first pass the Series 7 exam.
The Series 66 Exam features 110 multiple-choice questions, which candidates are given 150 minutes to complete. Those who answer at least 73% of these questions correctly pass the exam and receive their Series 66 qualification. If you're getting ready to take the exam, you should start by reviewing the topics that you will be tested on. Generally speaking, you'll need to know things like the proper way to provide investment advice and executing securities transactions for clients. More specifically, the exam is broken down into four sections, which are economic factors and business information, investment vehicle characteristics, client investment recommendations and strategies, and laws, regulations, and guidelines.
One of the best ways to get started with your Series 66 Exam preparation is to work with a private Series 66 tutor. You can find the right tutor for your needs by reaching out to Varsity Tutors. Varsity Tutors can connect you to an expert on the Series 66 Exam who can meet with you for one-on-one study sessions. The personalized advice you get from your tutor may be just what you need to make your study sessions more effective and efficient.
If you're serious about doing everything you can to do well on the Series 66 Exam, it makes sense to work with a private tutor.
You may be interested in working with a private Series 66 tutor but unsure of how to fit it into your schedule. Varsity Tutors can help with this, too, by connecting you with a tutor who is able to work around your already-scheduled obligations. This ensures that you won't have to reschedule any of the other important parts of your life just to get the help you need to feel confident on test day. You and your tutor will meet online through a live virtual learning platform, which adds another helpful layer of flexibility to the scheduling process. If Series 66 tutoring sounds helpful to you, get in touch with Varsity Tutors today.
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