Award-Winning Series 66 Test Prep in Duluth, GA

Karen: Duluth Series 66 test prep instructor

I have been tutoring teaching and mentoring at risk students for over 20 years. I consider it my job to find a teaching style that inspires a student to be a successful learner. I love seeing people of all ages learn what they need to know to get where they want to be in life.

Raphael: Duluth Series 66 test prep instructor

...65 (Uniform Investment Adviser Law), 63 (Uniform State Law Agent), 7 (General Securities Representative), and SIE (Securities Industry Essential) securities licenses. Additionally, I've obtained a Maryland, Georgia and Alabama life and health insurance licenses to become a fully licensed Financial Advisor. As an FAA Certified Flight Instructor, I taught student aviators how to fly fixed-wing aircraft. More specifically, I teach flight training; ground school, including FAA regulations as noted in the Federal Aviation Regulations, Aeronautical...

Zachary: Duluth Series 66 test prep instructor

...as an investment advisor representative and an agent of a broker dealer. I work for a large firm in the industry and give investment advice to our high networth clients 1mm+ in assets. I passed the SIE and Series 65 will I was still in college and was put through a TD Ameritrade's training program to pass the Series 7 and Series 63 Licenses. The program I have learned is designed specifically to teach you...

David: Duluth Series 66 test prep instructor

Purvis: Duluth Series 66 test prep instructor

...professional with a Master's in Finance from Columbia University, I bring over two years of tutoring experience, specializing in FINRA exams, with a focus on Series 7 and 63. My passion for teaching is deeply rooted in my desire to empower students to achieve their goals and navigate the complexities of the financial world. I adopt a student-centered approach, tailoring my methods to meet individual learning styles and fostering a supportive environment where questions are...

Natalie: Duluth Series 66 test prep instructor

I am passionate about teaching students about finance. I have 5 years of tutoring experience and am a former teacher. I have classroom experience in teaching from ages Pre-K into High School and Graduate School settings.

Eric: Duluth Series 66 test prep instructor

...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 in any venture I've pursued. I also learned how to deal with not being successful. Even the smartest people struggle in some areas/subjects, but what's important is developing the ability to admit when you don't know and seek help....

Aaron: Duluth Series 66 test prep instructor

...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 Nebraska-Omaha. During that time, I obtained my Series 7 and 66 licenses. Shortly after obtaining those licenses, I then obtained the Series 4, 24 and 53 licenses. To continue my pursuit of growth, I went on to earn my...

Monica: Duluth Series 66 test prep instructor

...with a Master's degree in Business I have over five years of experience in tutoring subjects related to securities licenses, including the SIE, Series 7, and Series 66. My approach centers on translating complex concepts into relatable, real-world scenarios, ensuring students grasp not just the material but also the strategies behind successful test-taking. I believe in fostering a supportive learning environment where students feel empowered to ask questions and explore the intricacies of wealth management....

Valentina: Duluth Series 66 test prep instructor

...be able to help you with the preparation for the FINRA exams. I have been in the financial industry for over 20 years, and I am FINRA licensed in Series 7, Series 66, and of course, in SIE since it is a pre-requisite for Series 7. I have also been FINRA licensed in Series 63 and Series 65. The exams are very challenging, but there is nothing there that you will not be able to...

Paul: Duluth Series 66 test prep instructor

...is assisting students to enter into a financial career. I've spent over three decades as a successful Financial Advisor. The multiple exams a student must pass can seem daunting. My goal is to add clarity and help students fully understand the necessary concepts and terminology. I have a Bachelors in religious studies. I've completed CLU / ChFC courses from American College and graduate studies in business at Wharton. I've always had a passion for helping...

Sarah: Duluth Series 66 test prep instructor

...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 understanding of exam content stem from years of close collaboration with students across various categories. I am dedicated to being available for my students, offering the flexibility to learn at their own pace, whether...

Zachary: Duluth Series 66 test prep instructor

Recent graduate from the Masters program in Finance from the University of Miami. Looking to help students expand their understanding of Math, Finance, and Economics.

Barrett: Duluth Series 66 test prep instructor

...a function of how it's defined, I consider my own success to be helping my students along a journey to attaining their respective goals. But that journey begins with a first step, at times a humbling step. As a coach and mentor, I value my role as your trusted resource in helping you take those initial steps on your journey to passing the securities exam(s) and onward to a bright future!

Kristin: Duluth Series 66 test prep instructor

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!

Isaac: Duluth Series 66 test prep instructor

...co-manage a book of business of approximately 80 million in assets under management with another Wealth Advisor. I have helped train younger Advisors over the past few years and have a passion for helping people in my field learn and grow. For the past year I've been tutoring college students on complex financial concepts. My tutoring experience has been one on one with each student and I believe that individualized attention helps accelerate the learning...

John: Duluth Series 66 test prep instructor

...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 content and successfully prepare to pass the following FINRA Licenses: Series 7, 8 (9/10), 66, 63 exams. My 28 years of industry experience will provide many real-world examples of what is taught in the course work. I am a...

Edward: Duluth Series 66 test prep instructor

...veteran of the Financial Services industry. I have been involved with advising and counseling both clients and advisors, and am passionate about helping others learn how financial markets work. I have passed the Series 6, 7, 24, 26, and 66 exams, and held the Massachusetts Life and Health insurance licenses. I coached basketball and football both at the youth and high school levels. I love music and am an active member of 2 bands.

Michael: Duluth Series 66 test prep instructor

...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 in my students. Seeing my students achieve their goals and succeed in their exams is incredibly rewarding. I am dedicated to providing the support, guidance, and strategies needed to help each student reach their...

Nikita: Duluth Series 66 test prep instructor

...just about covering material. It is about equipping you with the right mindset, structure, and strategies to maximize your chances on test day. Whether you're brand new to the material or bouncing back from a retake, I'll meet you where you are and guide you step by step toward mastery. With experience at top global investment banking institutions, I bring insider-level knowledge of the industry. And with a background in education, I know how to...