Award-Winning Series 65 Tutors

...even know I didn't know. I strive to teach and help in a relevant, understandable, and helpful way. I attended Oakland University on a full-tuition academic scholarship and majored in finance and minored in accounting. After working in the financial planning industry for 4 years, I became one of the youngest CFP Professionals in the country in 2019. My best areas to teach are personal finance, economics, Algebra 1 and 2, Geometry, and ACT prep.

Have been tutoring on and off in a variety of subject areas since the 7th grade. My areas of specialty are in the science and in money-related topics such as securities, insurance, economics, finance, and accounting.

...Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Advisor for Senior Living (CASL), and recently became an Accredited Asset Management Specialist (AAMS). I have over 15 years of experience as a Wealth Management Professor, Financial Services Trainer, Investment Professional Coach, Financial Consultant and Registered Investment Advisor. Series 65 / 66 go to person. Passed the exam on first attempt. Then became a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC), the knowledge learned...

...Advisor, MBA Graduate, and Lifelong Learner. I have successfully taken and passed the Securities Industry Essentials (SIE), the General Securities Representative (Series 7), the Uniform Securities Agent State Law (Series 63), and the Uniform Investment Advisor Law (Series 65) examinations. Due to my experience in financial services, I will be able to incorporate real-world examples into my sessions in order to help students grasp and understand the material at hand. Let's get started!

...I am passionate about personal financial literacy and have previously taught financial literacy classes to high school students. While I tutor a broad range of subjects, I am most passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex exams, we always seem to have the most success when we have discovered the student's learning style and thought-process. I believe learning should be an engaging, inspiring activity...

I'm here to help you pass in a fun way. I have over 20 years of Wall Street experience. I have worked as a trader, analyst, investment product specialist, portfolio manager and investment strategist.

...to accelerate the completion of my Master of Business Administration (MBA) in just one additional year, also at Cornell. Upon graduation, I applied my knowledge as a management consultant to Fortune 500 companies in many different industries, primarily in the role as a process and profit improvement specialist. I then joined an investment firm which was pioneering the use of Artificial Intelligence to managing client portfolios. For those unfamiliar with Operations Research, it is generally...

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.

My name is John Walker. I am a seasoned veteran in the financial and insurance industries. I look forward to putting my personal experience, education, and training to work for you. I hope to work with up-and-coming professionals to ensure you meet and exceed your goals!

...of work done by financial professionals is noble, they have the ability to help others retire comfortably, protect themselves and loved ones against unfortunate circumstances, help others as well as many other goals they have. I believe there is a 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...

Dana Johnson is a Business Instructor, Bitcoin enthusiast, Motivator, and a Financial Consultant who started his career in the music business after graduating from the American College of Switzerland. He also worked as a Financial Advisor for JP Morgan Chase, Merrill Lynch, and Santander Bank before starting his own firm Johnson Capital Global Advisory.

...my 26-year career in Financial Services and Managerial Finance, I became very passionate about teaching people about money and Finance. The first 20 years of my career were spent in the Financial Services industry, holding several positions, including Assistant Vice President of Dealer Marketing, Sr. Compliance Representative, and having my investment practices. For the past six years, I have been running the finance departments for several non-profit organizations while serving as an Instructor of the...

...Life, Health and P&C Insurance test The Real Estate Agent and the Real Estate Broker test TEST TAKING SKILLS are a vital part of passing any test I will demonstrate how. PRACTICE QUESTIONS - The more the better. As you are taking the test... I will show you how to build a POSITIVE ATTITUDE. The key is: HOW TO READ THE QUESTIONS and HOW TO STUDY FROM THE QUESTIONS. Bilingual in SPANISH P.S. I have multiple...

I have a passion for financial and capital markets and love to teach and educate others. I have worked my entire professional career in financial services utilizing series exam information on a daily basis. I have a Masters of Finance from the University of Notre Dame and work as a investment analyst at a private investment firm. Open to giving career mentorship as well!

...the CFA program, I have taken some time to travel (before Covid) and begin teaching online. My expertise is in options, futures, forwards, swaps and other financial derivatives, which I studied both at Middle Tennessee State University and the London School of Economics. I gained valuable tutoring experience in university after being offered a position in the finance lab as a head tutor, and have since found that those skills have translated well to helping...

Experienced portfolio manager, strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA, FRM

...skills. Within the past one year working with Varsity Tutors, I helped over 30 students achieve high GRE (160+ on each section) and GMAT (650+) scores. I'm currently studying at Columbia University. I have an MBA degree from UCLA and London Business School in England; My study concentration is Finance, Economics, and Investments. I own two undergraduate degrees: Bachelor of Arts in Journalism and Bachelor of Engineering in Digital Packaging Engineering, both from Wuhan University,...

I am a CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant & Charted Retirement Planning Counselor. I love personal finance and hope you will too!

I have over a decade of experience in the financial services industry, ranging from annuity servicing, internal wholesaling, external wholesaling, institutional sales, and financial advising. I have tutored many along the way to help them pass their FINRA exams. Learning the real-world applicability and what the exam is trying to get you to understand will help you to pass so that you can begin/further your career. I'm here to help!