...My degrees include an Associate degree in Computer Science from Florida State College at Jacksonville, a Bachelors degree in Business Administration from University of North 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...
Read more
...Political Sciences; passed the SIE, Series 63, 65, and 7 on the first attempts, and have passed the Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost, I will make sure that we progress with content at a speed that fits you until you are confident for...
Read more
...in empowering them to reach their full potential, both academically and professionally. Throughout my career, I have been dedicated to mentoring individuals, guiding them through complex financial and business concepts, and helping them build confidence in their skills. My experience as a professor and my hands on experience in the investment world has allowed me to engage with students at various stages of their educational journeys, tailoring my approach to suit their unique needs. I...
Read more
...formally tutoring students for 2 years now. I have tutored students at various colleges including the University of Idaho, Devry University, Southern University of New Hampshire, and more. I've also tutored high school students in personal finance courses. For the last 10 years I have been educating my clients on their financial situation as a Wealth Advisor. I currently co-manage a book of business of approximately 80 million in assets under management with another Wealth...
Read more
...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. My extensive background in the...
Read more
As a licensed financial advisor with years of experience, I specialize in tutoring aspiring financial and insurance professionals preparing for their licensing exams. Known for my patience, engaging approach, and dedication, I am invested in each student's success, helping them build confidence and understanding in complex topics. Together, we'll work towards achieving your licensing goals and setting a strong foundation for your career.
Read more
...society and that personal growth and betterment are natural to each individual whether it be economic, intellectual, or spiritual. Learning is unique to each person 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...
Read more
...from Washington University in Saint Louis with my Master's in International Affairs. I have been teaching and tutoring since I was an undergraduate in 1996. I currently work in the financial services industry. While I tutor a broad range of subjects, I am most passionate about tutoring/teaching in Test Prep, Business, Financial subjects, and the Social Sciences. In my experience, one size does not fit all and the people I've worked with do well because...
Read more
...I received my Bachelor's Degree in Mathematics. Currently, I am in my last semester of finishing up my Master's Degree in Mathematics. For four years 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...
Read more
...with a master's degree from Ashwood University in business administration. In addition, I hold an English teaching certificate. Since I graduated, I've taught or coached in several areas. However, my primary focus has been on Series licensing. I help students with all licenses such as SIE, 6, 63, 7 65.66, 24 and many more. Many students struggle with the concepts of the SIE exam. I can break it down for you and relate it to...
Read more
...my Bachelor of Science in Healthcare Administration with a minor in biblical studies. During my time there, I traveled extensively and was involved in several social service clubs, campus choir, and I also volunteered my time at the local Boys and Girls club to assist the kiddos with their homework assignments. Upon graduation, I began a career as a financial professional, where I advised families, individuals, and businesses by taking complex (and often confusing) financial...
Read more
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.
Read more
...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 others, in business, training,...
Read more
My passion is helping to educate my clients in the areas they need assistance with. As a financial advisor and investment advisor representative, this is what I do on a daily basis, and I look forward to helping you accomplish your goals.
Read more
...of experience in the financial planning industry. I have completed my Bachelors in Finance and have successfully passed the FINRA Series 7, Series 66, State Life & Health Insurance License, and the CFP Exam. Being a Financial Planner is no different than being an educator or a coach. My passion is to teach my clients on how build a robust financial plan, however my passion goes beyond that. At Varsity Tutors, my vision is to...
Read more
...undergraduate from the University of Houston-Victoria with honors( cum laude). While serving in the Army I was an Instructor and I also studied to become a math teacher, but changed majors into Finance. Every since my military days I enjoy giving back to the community anyway that I can, so I figured why not teach subjects in Finance. My philosophy in teaching is to try to keep it as simple as I can by using...
Read more
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!
Read more
I have decades of experience both in academe as well as in the financial services field, and have helped thousands of adults reach their academic and professional licensing goals.
Read more
...my career in banking to pursue my love for finance. My professional journey in banking, investments, and business ownership, has led me to acquire the Series 7, 65, 63, SIE, and Life Insurance licenses. In addition, I am a Chartered Retirement Planning Counselor and Certified Financial Planner. Because of the study habits I was taught, I was able to pass all exams on my first attempt and in a relatively short time frame. I hope...
Read more
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.
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.
4.9/5.0 Satisfaction Rating*
Your Personalized Tutoring Program and Instructor
Identify Needs
Our knowledgeable directors help you choose your tutor with your learning profile and personality in mind.
Customize Learning
Your tutor can customize your lessons and present concepts in engaging easy-to-understand-ways.
Increased Results
You can learn more efficiently and effectively because the teaching style is tailored to you.
Online Convenience
With the flexibility of online tutoring, your tutor can be arranged to meet at a time that suits you.
Call us today to connect with a top Series 6 tutor
