Brian: Albany Series 65 tutor
...the next 15 years combined, I worked for two top 5 US Banks and one top 5 US Defense contractor before moving back into independent consulting in 2016. I have traveled, worked, and lived across the US, Europe, Central and South America, and some of the Middle East (while in the military). Either professionally or as a personal interest I have tutored, mentored, and coached young and experienced adults in select academic topics, select professional...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Finance
- SIE
- FINRA - Financial Industry Regulatory Authority
- +22 subjects
Eric: Albany 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
Subject Expertise
- Series 65
- College Accounting
- Finance
- Accounting
- +16 subjects
Donald: Albany Series 65 tutor
...every single day mentally, morally, and physically. The Naval Academy is an Engineering school and all students are required to take dozens of credits of technical STEM courses to include thermodynamics, electrical engineering, cyber security, physics, chemistry, calculus, and computer systems engineering. Not only was I pushed academically but I was pushed as a leader. You are expected to develop your own leadership style and practice it every day. I held numerous instructor and leadership...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- High School Accounting
- Elementary School Math
- Middle School Math
- +35 subjects
Kathleen: Albany Series 65 tutor
...a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC), the knowledge learned from these designations exceeds the requirements for the exam. My passion for teaching is revealed by sharing real world stories, test taking tips, and various ways to help you retain the material. Students have told me my tutoring style is energetic, fun, and engaging. Track record of success helping new and experienced professionals pass their exams and earn their professional designations. I...
Education & Certification
- The University of Texas at Arlington - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- Series 63
- Series 53
- Series 10
- +25 subjects
Michael: Albany 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
Subject Expertise
- Series 65
- Series 66
- Accounting
- Series 86
- +13 subjects
Mark: Albany Series 65 tutor
...66 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....
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 65
- Managerial Accounting
- Middle School Math
- Financial Accounting
- +64 subjects
Gary: Albany Series 65 tutor
I tutor securities licensing exam prep courses for NASAA & FINRA registrations (Series 6,7,63,65,66 and a few others). I do not teach from a book; I teach you how to pass the exam. I own a financial practice, hold the Series 65 and a CRPC designation, and my experience, knowledge & research are current and relevant. The exams are challenging. You need more than theory; you need to know how to pass.
Education & Certification
- Columbia College - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- A Level
- Series 9
- FINRA - Financial Industry Regulatory Authority
- +65 subjects
Albert: Albany Series 65 tutor
...and Writing 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...
Education & Certification
- Wuhan University - Bachelor in Arts, Broadcast Journalism
- University of California-Los Angeles - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Accounting
- Economics
- College Accounting
- +46 subjects
Daniel: Albany Series 65 tutor
...several eventful years at USF, I received an opportunity to move to Illinois and fix up and restore a century old farm house that my mother was born in. After the move, I discovered I could not complete a degree with USF through distance learning so I went an obtained my Associates Degree in Science at Heartland Community College before finishing a Bachelor's Degree in Philosophy at Illinois State University in less than two years....
Education & Certification
- Illinois State University - Bachelor in Arts, Philosophy
- College of William and Mary - Juris Doctor, Legal Studies
Subject Expertise
- Series 65
- ACT Reading
- High School Business
- SAT Subject Test in World History
- +53 subjects
David: Albany Series 65 tutor
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- Series 9
- History
- Series 7
- +16 subjects
Sebastian: Albany 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
Subject Expertise
- Series 65
- CFA - Chartered Financial Analyst - Level 1
- Technology and Coding
- Series 7
- +14 subjects
Mary: Albany Series 65 tutor
...be a rigorous and unique learning experience to set a foundation for our respective quantitative trading roles. I became a market maker, providing liquidity to the public orders, a specialist, keeping an orderly book of all public orders, and floor manager, overseeing the daily operations. The environment was dynamic, highly demanding, requiring laser focus, preparation and stamina. An integral member of the firm, collaborating with other member firms and the Board of Governors, serving on...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Business Ethics
- Series 24
- Series 42
- +95 subjects
Claudio: Albany 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
Subject Expertise
- Series 65
- Other
- Test Prep
- IB Business & Management
- +34 subjects
Dana: Albany 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
Subject Expertise
- Series 65
- High School World History
- High School Geography
- Microeconomics
- +27 subjects
John: Albany 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
Subject Expertise
- Series 65
- Series 63
- Insurance License
- Business
- +10 subjects
Victoria: Albany Series 65 tutor
...7, 66, 51, 24, and 2-15. 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...
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- College Economics
- Economics
- Elementary School Reading
- +35 subjects
Kyle: Albany Series 65 tutor
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!
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- University of Notre Dame - Current Grad Student, Finance
Subject Expertise
- Series 65
- FINRA - Financial Industry Regulatory Authority
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- +9 subjects
Aaron: Albany Series 65 tutor
...started long ago when I received my Bachelor's in Finance from the University of Nebraska-Omaha. During that time, I obtained my Series 7 and 66 licenses. Shortly after obtaining those licenses, I then obtained the Series 4, 24 and 53 licenses. To continue my pursuit of growth, I went on to earn my Certified Financial Planner (CFP) designation. A short time later, I enrolled at Kansas State University and earned a Master's degree in Personal...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 65
- Personal Finance
- Series 7
- CFP
- +7 subjects
Aleta: Albany Series 65 tutor
...equally important to me as a tutor. During my career, I obtained the Certified Series 7, 6, 63, and 65 and the Life, Health, Annuities and Variable Contracts Producer License within various states. I also hold an MBA in finance. Currently, I own a financial consulting firm and provide financial coaching, financial education and advising. The key to success with my clients and to helping you PASS YOUR EXAM is providing an understanding of the...
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Finance
- Series 66
- Professional Certifications
- +10 subjects
Nicholas: Albany 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
Subject Expertise
- Series 65
- CLEP Financial Accounting
- College Economics
- Academic Coaching
- +39 subjects
Private Series 65 Tutoring in Albany, NY
Receive personally tailored Series 65 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.
Varsity Tutors can assist you in connecting with an Albany Series 65 tutor. The Series 65, or Uniform Investment Adviser Law Examination, is a prerequisite to receiving an Investment Adviser Representative license. Created by the North American Securities Administrators Association (NASAA) and administered by the Financial Industry Regulatory Authority (FINRA), the test covers investing principles and state law. Demonstrating your knowledge can be challenging, but Albany Series 65 tutoring can help you prepare and review the content you need to know to reach for your goals. Read on to learn more about how we can help in this process.
What are some advantages of working with an Albany Series 65 tutor near me?
Private one-on-one instruction can help improve the efficiency of your study process. Your personal mentor can structure study sessions around the subjects you need to understand, rather than continuously cover topics you know. They can correct your mistakes on the spot and monitor your progress every step of the way. Private tutors don't need to stick to a rigid curriculum. Lesson plans can be adjusted based on how quickly you learn and become comfortable with the topics in question.
Study sessions can also be structured around your natural learning style. Doing so can improve your efficiency. Albany Series 65 tutors can choose various teaching methods to cover the same material, whether you learn visually through graphics and flashcards or as an auditory learner through discussions. You may find it more relaxing to learn and recall information when your primary learning style is considered. This can also help with motivation and confidence as you learn, review material, and when taking the exam.
What topics can Albany Series 65 tutors review with me?
The instruction you receive during these sessions can target any topic that is on the exam. A wide range of knowledge is covered on the Series 65. If you have aspirations to become an investment adviser, you'll need to be familiar with basic economic concepts, financial reporting, analytical methods, and types of risk. Your instructor can cover systematic and unsystematic risks as well as the characteristics of investment vehicles such as equity securities. Types of derivative securities can be covered, but if the characteristics of pooled investments are less familiar, your Albany Series 65 tutor can spend time covering them instead.
From client investment recommendations to laws, regulations, and guidelines that prohibit unethical practices, your educator can provide a complete background to help improve your knowledge. The ways in which they can do this can include using real-world examples, memorization techniques, and even role-playing. For example, you can play the adviser and provide information to practice the necessary skills and get an idea of what will be expected of you when working in this field.
Can an Albany Series 65 tutor teach me test-taking strategies?
A 180-minute test, the Series 65 consists of 130 multiple-choice questions and you must answer at least 94 correctly to pass the exam. You can find your stamina tested just as much as your investment knowledge. Albany Series 65 tutoring can focus on how to take a test just as much as what it covers. From memory to concentration, the right test-taking strategies can help you in many ways. There is a lot of pressure on an exam such as the Series 65. To combat your apprehension, your instructor can show you how to eliminate answer choices to narrow down your options. The wording of a question can influence how you go about finding an answer. These are just a few considerations that can help you be more accurate and efficient.
If you've never taken this exam, your mentor can include practice questions and exercises in your study sessions. Exposure to the types of questions that appear on the exam can help in applying the principles and topics you've learned. It can also help you know what to expect, which can leave you feeling more confident in your abilities. You can find yourself with more confidence on test day but also more prepared to budget the available time by improving your pacing with each question. Albany Series 65 tutors can help you know what to anticipate as well, so there are no surprises on test day.
How can I get started with an Albany Series 65 tutor near me?
We know that students can have a hard time fitting private instruction into their schedule. To help deal with this, we have developed an online platform to receive Albany Series 65 tutoring from a qualified professional, even if they don't live nearby. You can study from home or at a location such as the Pine Hills Branch of the Albany Public Library. Just let us know when you can meet, and we'll find an instructor with the skills and availability to meet your test prep needs.
High-quality instruction is enabled by our Live Learning Platform. You can communicate with your mentor using video chat. A virtual whiteboard lets your instructor share information and conduct lessons, while a shared document editor helps with collaborating on assignments and receiving feedback. The system also records every study session so you can review the information covered by your tutor at a later time. Private instruction has never been so easy, nor have the avenues to learn and review your work been so flexible.
Studying for any exam on your own is often not effective. By attempting to search for Albany Series 65 tutors on your own, valuable time can be lost. Varsity Tutors can save you a great deal of time and find a private instructor with the availability, knowledge base, and knack for communication that can help you in your test prep. Contact us today to discuss your requirements. We can then find an Albany Series 65 tutor in as little as 24 hours who can effectively address them. Preparing for your exam is the priority and your mentor can assist every step of the way. We look forward to assisting in helping you find a great test prep tutor.
Your Personalized Tutoring Program and Instructor
Our knowledgeable directors help you choose your tutor with your learning profile and personality in mind.
Your tutor can customize your lessons and present concepts in engaging easy-to-understand-ways.
You can learn more efficiently and effectively because the teaching style is tailored to you.
With the flexibility of online tutoring, your tutor can be arranged to meet at a time that suits you.