
Donald: Series 65 tutor
Certified Series 65 Tutor
...and leadership positions while at the Naval Academy and found my love for teaching. Upon graduation I commissioned into the United States Marine Corps my job as a Financial Manager. My passion for finance was sparked once I began my work as a financial manager. I applied for grad school and began my MBA with a concentration in finance shortly after from LSUS. It was at this point that I knew that I wanted to...
Education & Certification
United States Naval Academy - Bachelor of Science, History
Louisiana State University-Shreveport - Masters in Business Administration, Finance

Hal: Series 65 tutor
Certified Series 65 Tutor
...options trader for a firm. I have over twenty years of teaching experience at the college and university level in addition to having served as a national educator in investments for a Fortune 20 firm. My background includes having been licensed as a Certified Public Accountant, Certified Financial Planner, Certified Trust and Investment Advisor, Regulation 144 Specialist, Retirement Planning Specialist, Certified Senior Advisor, and a variety of other qualifications. In 2019, as I began tutoring...
Education & Certification
Frostburg State University - Bachelor of Science, Accounting and Business Management
Frostburg State University - Master of Science, Management Science

Albert: Series 65 tutor
Certified Series 65 Tutor
...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, Duke University's Chinese partner and a Top...
Education & Certification
Wuhan University - Bachelor in Arts, Broadcast Journalism
University of California-Los Angeles - Masters in Business Administration, Finance

Nhan: Series 65 tutor
Certified Series 65 Tutor
...Auditing. I am expected to finish my second Master in Fall of 2019, and I will start my Doctorate program for Business and Corporate Strategies in August 2019. My primary areas of focus are Finra licensing, such as Series 7 and Series 65, along with Economics, Finance and General Accounting. I believe in a thorough and rational approach to learning, where individual problem can be tackle using all available resources. By identify what works for...
Education & Certification
Ohio State University-Main Campus - Bachelor of Science, Applied Physics
Ohio University-Main Campus - Master of Science, Applied Economics

Vincent : Series 65 tutor
Certified Series 65 Tutor
...Financial 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!
Education & Certification
University of Central Florida - Bachelor of Science, Business and Managerial Economics
Georgian Court University - Masters in Business Administration, Business Administration and Management

Dana: Series 65 tutor
Certified Series 65 Tutor
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.
Education & Certification
American College of Switzerland - Bachelor in Arts, Economics
New York University - Master of Arts, Music Management and Merchandising

Claudio: Series 65 tutor
Certified Series 65 Tutor
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)
Education & Certification
Brigham Young University-Hawaii - Bachelor of Science, Business Administration and Management
Trinity College - Master of Science, Finance

Michael: Series 65 tutor
Certified Series 65 Tutor
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!
Education & Certification
Rasmussen College-Minnesota - Bachelor of Science, Business Administration and Management
Education & Certification
University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy

Kevin: Series 65 tutor
Certified Series 65 Tutor
...and challenged yet not overwhelmed. I use a number of teaching methods, including practice questions and topical computer related tools. I often ask for feedback and appreciate candid communication. I try to be flexible with my time. To ensure that we have a quiet and comfortable study space, I work with the student to help select mutually convenient locations. In my spare time, I enjoy biking, hiking, swimming, tennis, reading, movies, traveling, spending time with...
Education & Certification
Truman State University - Bachelor of Science, Accounting
Washington University in St Louis - Masters in Business Administration, Finance

Eric: Series 65 tutor
Certified Series 65 Tutor
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.
Education & Certification
Appalachian State University - Bachelor of Science, Psychology
University of Hartford - Master of Science, Industrial and Organizational Psychology

Nicholas: Series 65 tutor
Certified Series 65 Tutor
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.
Education & Certification
SIUCarbondale - Bachelor of Science, Management Science
Walden University - Doctor of Philosophy, Finance

Sebastian: Series 65 tutor
Certified Series 65 Tutor
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.
Education & Certification
University of Essex - Bachelor in Arts, Economics

Nancy: Series 65 tutor
Certified Series 65 Tutor
...a variety of subjects. As a 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...
Education & Certification
Rhodes College - Bachelor in Arts, Economics
Harvard Business School - Masters in Business Administration, Finance

Aleta: Series 65 tutor
Certified Series 65 Tutor
...financial educator (professionally and as a volunteer) it was important to me that my clients/students not only understood "what" products and services were provided but the "why." This is equally important to me as a tutor. My key to helping you PASS YOUR EXAM is understanding the "why". There are many proven techniques I will use based on this concept. My qualifications include the Certified Series 7, 6, 63, and 65 and a Life, Health,...
Education & Certification
University of Miami - Bachelor in Arts, Public Relations
Hampton University - Masters in Business Administration, Finance

John: Series 65 tutor
Certified Series 65 Tutor
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!
Education & Certification
Florida State College at Jacksonville - Bachelor of Science, Business Administration and Management

Mary: Series 65 tutor
Certified Series 65 Tutor
...serving on committees, worked on new business initiatives, recruiting and training new hires from top universities. At the time, O'Connor was the largest market maker in the U.S. financial options exchanges and had been looking to partner with a larger financial institution. The firm entered into a joint venture with Swiss Bank creating the opportunity to become part of a newly formed global team deployed as financial engineers in various financial centers - Chicago, Zurich,...
Education & Certification
Dickinson College - Bachelor in Arts, Economics
Northwestern University - Masters in Business Administration, Finance

Kathleen: Series 65 tutor
Certified Series 65 Tutor
...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 from these designations exceeds the requirements for...
Education & Certification
The University of Texas at Arlington - Bachelor in Business Administration, Finance

Christopher: Series 65 tutor
Certified Series 65 Tutor
...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 business students thrive at Varsity Tutors. The...
Education & Certification
Middle Tennessee State University - Bachelor of Science, Finance

Daniel: Series 65 tutor
Certified Series 65 Tutor
...Before graduating from ISU I took the LSAT and began applying to Law Schools. I was ecstatic to be accepted and attend our nation's oldest law school. I graduated from the College of William and Mary's School of Law in the top third of my class, which was no easy feat considering that I went into law school with one child and before I graduated I had my second. I enjoy tutoring all subjects because...
Education & Certification
Illinois State University - Bachelor in Arts, Philosophy
College of William and Mary - Juris Doctor, Legal Studies
Private In-Home and Online Series 65 Tutoring Near You
Receive personally tailored Series 65 lessons from exceptional tutors in a one-on-one setting. We help you connect with in-home and online tutoring that offers flexible scheduling and your choice of locations. Varsity Tutors helps thousands of people asking, "How do I connect with the best Series 65 tutors near me?"
Looking for "Series 65 tutors near me"? Varsity Tutors can help.
The Series 65, or the Uniformed Investment Advisor Law Exam, is a securities license required by most states for individuals who wish to become investment advisors. In order to work as an investment advisor in states that require a Series 65 qualification, individuals must first pass the Series 65 exam. The exam has 130 multiple-choice questions, which test-takers must finish answering within the 180-minute time limit. Those who get at least 72.3% of the questions correct receive their Series 65 license.
Those who are preparing to take the exam should spend time studying and taking practice tests before test-day. The exam covers things an investment advisor needs to know like laws, regulations and ethics. It also covers the practical topics an advisor has to know to perform their job. This includes activities like retirement planning, portfolio management strategies, and more. The Series 65 exam splits its content into four distinct sections. The first is economic factors and business information. The second is investment vehicle characteristics. The next section is client investment recommendations and strategies. Finally, the test concludes by asking candidates to answer questions about the laws, regulations, and guidelines that are important to an investment advisor.
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.
In-Home & Online Convenience
Your tutor comes to you, so times and locations are flexible. Meet at your home, online, or any place of your choosing.