Award-Winning Series 65 Tutors

...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...

...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...

...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...

...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...

...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!

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.

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)

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!

...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...

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.

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.

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.

...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...

...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,...

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!

...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,...

...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...

...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...

...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...