I tutor securities licensing exam prep courses for NASAA & FINRA registrations (Series 6,7,63,65,66 and a few others). I own a financial practice, hold the Series 65 and a CRPC designation, and my experience, knowledge and research are current and relevant.
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...my vision is to help you achieve your goal of successfully passing the Series 7, Series 63, Series 65, Series 66, State Life & Health Insurance License, the CFP curriculum and the exam, ChFC curriculum and anything related to the finance and financial services industry. Reading material and memorizing it is one thing, understanding how to strategically take these exams and understanding the concept is where my skills will help you successfully achieve your goal...
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...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 to pass on to more students the...
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I am a recent Chemical Engineering graduate with a minor in economics from the University of Oklahoma living in Overland Park, Kansas. I have a passion for teaching college, high school, and middle schoolers math from Algebra to College Calculus, chemistry, and physics. In high school I took a variety of AP Tests: AP Chemistry-5, AP Physics 1-4, AP Calculus AB-5 AP US History-4, AP English Composition-4. I hope we are a great fit, and...
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...empowered in obtaining their goals and objectives. Throughout my career I have maintained the role of an educator. Taking the time to understand an individual's needs, objectives, and the way they learn best is paramount in achieving success. My relevant qualifications include an MBA, CDFA, Series 7 & 66 Licenses, and educating and presenting to audiences and teams for over a decade. My business experience includes launching three businesses, implementation of different business models,...
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...helping others understand the concepts needed to pass these exams. Finance is a great field to work in, so I truly enjoy whenever I'm able to help someone pass their exams! My goal as your tutor is simple: To help you pass the exam on the first attempt. I take care to assess your starting position and help you map out a study and exam prep plan to ace the test on your first try.
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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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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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...unique needs. I hold an MBA from Stetson University and a B.A. from the University of British Columbia. I tutor subjects related to finance, business, and preparation for FINRA certifications (Series 6, 7, 63, 65 and 66). My teaching philosophy revolves around fostering critical thinking, encouraging open communication, and making complex concepts accessible. I aim to create an interactive learning environment where students feel supported and motivated to succeed. Outside of academia, I am deeply...
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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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I have 20 years of real world experience in business. I can teach the following licenses: SIE, Series 7, Series 63, and Series 66. I am a current licensed senior broker at a large firm. I have assisted with in-person training to pass these licenses and have worked teaching adults my entire career. Cannot wait to work with you!
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...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, instructing and tutoring. I look forward to assisting...
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...you'll go." Based on this quote, reading and learning have certainly helped me to increase my knowledge about various subjects as well as to go many places. For instance, I graduated from Wesleyan College and earned a Bachelor of Arts degree in English with a minor in Political Science. I also went to Augusta State University, currently known as Augusta University, and received a Master's degree in Public Administration. I obtained a Doctor of Philosophy...
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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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While winning is largely 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!
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...analysis. I emphasize the fundamentals before moving on to more advanced topics. I have strong research skills that I deploy where necessary to ensure that my students have up to date knowledge. I will also use real life examples from business, industry and SEC reports to reinforce knowledge of various topics. QuickBooks: I have experience with QuickBooks. I set up an online QuickBooks accounting system for a start-up client and maintained the client's financial records....
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...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 the information you need to know to pass and skip out on...
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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.
Liverpool 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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