...and each person, who has the interest, will benefit from the best possible learning situation that can be provided and consequently contribute to the whole of society. No one method applies to all. It is my goal to focus on the individual, adapt my methods to their needs, and inspire them to succeed. I enjoyed a nearly thirty-year career in financial services where I worked as a financial planner, wire-house broker (stockbroker), trust advisor, and...
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...Series 6, 63. Life, Health and Variable Annuity, and Real Estate Licenses. Helping clients keeping their financial house in order has been very gratifying and fulfilling as a banking professional, however I'd like to have my own practice and brokerage firm one day. After having graduated Seton Hall, my varied experience has offered insight across the spectrum of financial advising, mortgage lending and real estate matters. On my free time I like to go cycling,...
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Communication is key to any role, and I strive for clarity by relying on the subject matter to speak for itself. My goal is to communicate the knowledge to the best of my ability and leave any opinions, biases and judgements out of the equation.
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...day, I work upwards of 18 hours per day, five and sometimes six days per week. Because of my diverse background, (heavy in the finance arena, including insurance, securities & investment banking/related) I can relate to people on different levels. I excel in working with those who are learning challenged. This can range from a person who is a non-native English speaker to someone with ADHD/Autism. If you need to take a certification test, I...
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...provide a variety of accessible learning portals, eliminating the need for additional expenses on materials. My extensive resource library includes both my own unique materials and traditional ones (Kaplan, PassPerfect, and Achievable), ensuring a comprehensive learning experience. As a financial advisor and recent MBA graduate, I've been trained to cater to a wide range of learning styles, personality types, and unique challenges such as learning disabilities, test anxiety, and other mental blocks. My flexibility and deep...
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...strategic approach needed to succeed. My passion for helping students stems from a deep commitment to making this journey as smooth and rewarding as possible. I believe that learning should be engaging and memorable. That's why I bring a creative approach to my tutoring, using fun and innovative methods to simplify complex concepts and make exam content stick. By turning challenging material into engaging lessons, I strive to build not just understanding but also confidence...
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As a wealth management professional, I have learned that my personal success is tied to how well I succeed in managing my clients wealth and that my success is tied to their success. As their wealth increases, so too does my satisfaction, happiness and compensation. As a Varsity Instructor, I will maintain the same values even though there will be no assets to manage.
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...business coaching positions has allowed me to develop a unique perspective and flexible tutoring style. While I tutor a range of subjects on business and financial topics, I am most passionate about FINRA and Insurance regulatory examinations. I am a firm proponent of continuing education throughout one's lifetime and in sharing knowledge with others as much as possible. I am a Certified Financial Educator (CFEd), and hold the Corporate Trainer Certified, and Remote Workforce Management...
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I am a CPA with a background in teaching and tutoring. I can work with you on most finance, business, and accounting subjects. I help simplify the material and highlight the core lessons. I've been told it's very effective and helpful!
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...Florida and a Masters in Finance from Patten University. I am a certified project manager and a certified scrum master. I am a financial representative licensed to sell life insurance, stocks, bonds, mutual funds, and variable annuities. I have tutored children from the age of 4 to adults in both reading, math, and finance. My favorite subject to teach is reading because it opens up a whole new world to the student. I also like...
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I am a mother, teacher and life long learner, with plans to begin doctoral studies in Urban Education in the Fall of 2021. I am committed to helping students of all ages to tap into their creative minds and critical thinking capacity, enabling them to become the best version of themselves possible. Learning is fantastic and it is my honor to be able to assist every student become excited about discovery!
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As an adjunct professor of finance, I enjoy helping individuals find their way within the finance and business worlds. As a swimming coach, I enjoy helping individuals reach their goals. I am patient and kind and have been in your shoes. I am a strong tutor with the Series 65, 66, and 7.
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...overcoming learning roadblocks-I tutor a broad range of subjects including Professional Certifications, Insurance License, NMLS, SIE, and Series 6. I am a graduate of Eastern Illinois University. I received my Master of Science Degree and Bachelor of Arts Degree in Family and Consumer Science with a 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...
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...I taught math in Montgomery Public School system (Montgomery, AL). The subjects ranged from pre-algebra to calculus. I taught grades 6th, 9th, 10th, 11th, & 12th. During my last year of teaching high school, I began studying for FINRA Series 6 exam. I passed the series 6 exam in May of 2018. Two weeks later I passed the Series 63. A month later I passed the Series 26. In February of 2019 I passed the...
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...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 prep in...
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...investment planning, insurance planning, retirement planning, estate planning and tax planning. In addition, I spent 25 years as an EMT and paramedic and have taught many medical classes at high schools and community colleges. I have been a CPR and advanced first aid instructor since 1991. I have been a Wilderness Advanced First Aid instructor since 2010. I have also been a professional trombone player -- playing in different orchestras. I also was a trombone...
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...helping professionals further their careers. I have a BS (Penn State University) & MBA (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...
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I want to serve the academic needs of students in the areas of history, math, and finance. I have taught middle school math and US History for almost 20 years and am passionate about helping students in those areas. I also would work with people looking for help with exams to gain financial licenses such as the series 6 or 63.
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...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 them set the pace. I enjoy traveling when I can, either locally or internationally. Some of my favorite...
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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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Receive personally tailored Series 6 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.
Cambridge Series 6 Tutoring FAQ
FINRA (Financial Industry Regulatory Authority) requires all financial professionals interested in selling mutual funds and annuities to pass the Series 6 exam (alternatively IR or Investment Company and Variable Contracts Products Representative Qualification Exam) for certification. The Series 6 assesses the competency of an entry-level representative to perform his or her job as an investment company and variable contracts products representative. The exam underwent a format change October 2018, making many past exams moot as practice. If you could use assistance to prepare for the test, Varsity Tutors can help you find a qualified Series 6 tutor to help you.
The Series 6 consists of 50 multiple-choice questions over a 90-minute testing session, a dramatic change compared to the old exam's 100 questions over 135 minutes. The questions are broken down into the following job functions: Seeking Business for the Broker-Dealer from Customers and Potential Customers (24%), Opening Accounts After Obtaining and Evaluating Customers' Financial Profile and Investment Objectives (16%), Providing Customers with Information About Investments, Making Suitable Recommendations, Transferring Assets, and Maintaining Appropriate Records (50%), and Obtaining and Verifying Customers' Purchase and Sale Instructions; Processing, Completing, and Confirming Transactions (10%).
You might be tempted to focus exclusively on the third section worth half of your final score, but you need a more balanced approach if you want to pass this test. Your Series 6 tutor can design study sessions with your individual needs in mind, concentrating on any topics you struggle with to help you feel more confident. Any questions asked can also be answered in a timely manner, ensuring that you never move on from a subject you're still uncomfortable with.
FINRA is also notorious for deceptively wording questions, causing many students to miss questions that they know the answer to. Your Series 6 tutor can provide practice exams and other learning aids to help familiarize you with their tricks before you sit for the exam. They can also teach you to accept the correct answer as correct without questioning it, as doing so is sure to cause problems considering the disconnect between practical financial experience and FINRA's theoretical questions.
If you're ready to start working with a Series 6 tutor, we can help you find one who meets your academic and scheduling requirements. We also provide a Live Learning Platform that lets you study on your mobile device anywhere with a stable internet connection. It offers a suite of features to improve the studying experience as well, so reach out to us today to get started.
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