...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
...natural leader in the corporate marketplace that can establish rapport with all levels of clientele, building quality relationships that result into opportunities. I currently have my 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...
Read more
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.
Read more
...a business environment for many years. During that time, I have had to study constantly in order to maintain my skill set. To this very 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....
Read more
...to offer a personalized and highly effective learning approach, boasting an impressive pass rate. My teaching style is rooted in clear, everyday language, and I 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...
Read more
...I understand the challenges and pressures of pursuing certification and licensing exams. Having passed several exams on the first try, I know firsthand the dedication and 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...
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
...Organizational Leadership, as an adult student while actively working and advancing my career in Financial and Investment Services. Having held several senior management, training, and 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...
Read more
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!
Read more
...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
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
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.
Read more
...is investing in yourself! My love of learning and sharing my wisdom shines through my positive energy-my students give me the greatest gratification when they are 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...
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
...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 English Literature, Human Geography, or American or...
Read more
...planning services to families and small business owners. I have taught personal finance at a university and enjoy guiding people through financial planning discussions -- including 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...
Read more
...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 for the various exams. I have various...
Read more
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.
Read more
...and statistics. In addition to that I 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...
Read more
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)
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.
Bath 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.
Expert online tutors and live instruction in Bath
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 Bath Series 6 tutor
