Eric: Boston Series 65 tutor
I am a passionate financial planner that enjoys getting to help others learn financial planning and personal finance.
Education & Certification
- College of William and Mary - Bachelor in Arts, Economics
- University of North Carolina at Chapel Hill - Masters in Business Administration, Investments and Securities
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 3
- Professional Certifications
- +10 subjects
Blake: Boston Series 65 tutor
...I didn't 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...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- Macroeconomics
- High School Accounting
- Trigonometry
- +71 subjects
Mark: Boston Series 65 tutor
...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...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 65
- Microsoft Office
- SIE
- Series 86
- +65 subjects
Richard: Boston Series 65 tutor
...skills can be transformed to a professional level for business, travel, and any situation requiring correct grammar and pronunciation. Background and Education Include: M.A., University of Texas at Austin, Latin American Studies/International Business B.A., University of Richmond, Spanish Former Latin American Manager: Addressed the "Governor's Conference on the Maquiladoras" at the University of Houston (350 participants). Managed Capital Equipment Distributors in Mexico, Central America, Northern South America, and the Caribbean. Business Management and Real Estate Finance:...
Education & Certification
- University of Richmond - Bachelor in Arts, Spanish
- The University of Texas at Austin - Masters in Business Administration, Latin American Studies
Subject Expertise
- Series 65
- College Business
- High School Business
- A Beginner's Guide: Excel
- +43 subjects
Dana: Boston 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
- Microeconomics
- Public Speaking
- Math
- +27 subjects
Sarah: Boston Series 65 tutor
...63 certified. I recently received my MBA, and will be sitting for a CFP this November. I gained my Series 65 a year and a half ago - first try - Have worked with more than 50 students since Oct. 2, 2022 tutoring - I have full content and q-banks. Since then I've had a 95% pass rate. I have a proven method - and the most up to date material. As important as having...
Education & Certification
- University of upper Iowa - Bachelor in Business Administration, Business Administration and Management
- University of Wisconsin-Madison - Masters in Business Administration, Accounting and Business Management
Subject Expertise
- Series 65
- Programming Languages
- Economics
- Business Writing
- +36 subjects
Nhan: Boston Series 65 tutor
...program, this one is for Accountancy, specialized in 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...
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 65
- Statistics
- Astronomy
- Finance
- +78 subjects
Benjamin: Boston Series 65 tutor
Glad to help students prepare for the CFP, Series 7, and Series 66 industry exams!
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- CFP
- Series 79
- Series 24
- +24 subjects
Nicholas: Boston 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
- Academic Coaching
- Macroeconomics
- Statistics Graduate Level
- +39 subjects
Prince: Boston Series 65 tutor
I am a CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant & Charted Retirement Planning Counselor. I love personal finance and hope you will too!
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- Series 65
- Professional Certifications
- ChFC - Chartered Financial Consultant
- CFP
- +1 subjects
Joseph: Boston Series 65 tutor
...if you want to learn how to make money the right way, build wealth and protect it, hire me! I'm a CFP and professional money coach who has been helping people and families make smarter money choices since 1983. With nearly four decades of private client advisory, teaching, training and coaching experience, I specialize in personal finance instruction, and I look forward to helping you realize all of your financial dreams. Cheers! Joe
Education & Certification
- Community College of Allegheny County - Associate in Arts, Liberal Arts and Sciences
Subject Expertise
- Series 65
- CFP
- Series 66
- Business
- +12 subjects
Claudio: Boston 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
- ACCUPLACER Elementary Algebra
- Series 66
- IB Business & Management
- +34 subjects
James: Boston Series 65 tutor
...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 defined as the application of advanced...
Education & Certification
- Cornell University - Bachelor of Science, Operations Research
- Cornell University - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 65
- Personal Finance
- College Accounting
- Science
- +23 subjects
Eric: Boston 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
- Series 6
- Series 52
- Series 53
- +16 subjects
David: Boston Series 65 tutor
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- Series 6
- ACT
- History
- +16 subjects
John: Boston 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
- Other
- SIE
- Series 10
- +10 subjects
Donald: Boston Series 65 tutor
...practice it every day. I held numerous instructor and leadership positions while at the Naval Academy and found my love for teaching. Upon graduation, I was 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...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Elementary School Reading
- High School English
- Middle School Reading Comprehension
- +35 subjects
Kevin: Boston Series 65 tutor
...tutoring session is to keep the student engaged 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,...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Executive Functioning
- SIE
- Business
- +41 subjects
Kathleen: Boston Series 65 tutor
...Certified 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...
Education & Certification
- The University of Texas at Arlington - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- RICP - Retirement Income Certified Professional
- Series 3
- Series 66
- +25 subjects
Ben: Boston Series 65 tutor
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
Education & Certification
- University of Amsterdam - Bachelor of Economics, Economics
- University of Southern California - Masters in Business Administration, Economics
Subject Expertise
- Series 65
- Series 5 - Interest Rate Options Exams
- CFA - Chartered Financial Analyst - Level 1
- CFA - Chartered Financial Analyst - Level 2
- +33 subjects
Private Series 65 Tutoring in Boston, MA
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.
If you plan on taking the Series 65 exam soon, consider reaching out to Varsity Tutors to connect with a Boston Series 65 tutor. Working with a private instructor can help you enhance the efficiency and effectiveness of your entire test preparation process. This is also a flexible learning tool that you can fit around the other important parts of your life. Below, you'll find more information on how you can benefit from working with Boston Series 65 tutors. You can also always reach out to us directly when you decide that you're ready to get started with this process.
What can I get out of studying with a Boston Series 65 tutor near me?
The Series 65 is a certification that was designed for individuals who want to become investment adviser representatives. Passing the Series 65 exam is often a prerequisite to earning this license. The exam can be difficult to study for because of its wide-ranging content and challenging subject matter. Signing up for Boston Series 65 tutoring is an excellent way to get more out of the time that you put into studying for this exam.
The Series 65 exam was created as a means of measuring whether or not those who take it have the investing principle and state law knowledge they need to become a professional in this area of the investment industry. The test consists of 130 multiple-choice questions, which cover a variety of topics that you must have a strong understanding of if you want to work in this industry. You'll need to answer at least 94 of these questions correctly in order to pass the Series 65 test.
There is a wide variety of topics that you'll encounter while taking this test. For example, you'll answer questions on ethical practice, communication with clients, administrative provisions, regulation, portfolio measures, and much more. Boston Series 65 tutors can help you improve your understanding of all of these topics as well as the others that you need to study for this test.
We understand that you likely already have a busy schedule that's full of professional and personal obligations. Because of this, you may be unsure as to whether or not you can fit Boston Series 65 tutoring into your schedule. If you find yourself in this scenario, then consider reaching out to us directly. We'd be happy to help you solve this issue by connecting you with an experienced educator who can work with you at times that match your availability. This ensures that you're able to get the Series 65 exam preparation help that you want without having to make too many sacrifices to get it.
Once you connect with your Boston Series 65 tutor, you can begin working with them online. You'll meet with them on our powerful Virtual Learning Platform, which includes a number of helpful academic tools. You can use these tools to get even more out of the time that you spend with your educator. For example, you can use the platform's virtual whiteboard to interact with your instructor throughout the entirety of your time together. You can also communicate with them directly through the platform's integrated video chat.
Additionally, since you'll be studying with your instructor online, you won't have to worry about commuting anywhere to meet with them. Instead, you're free to work with your educator from wherever you have a solid internet connection. This could be at your home, at the Connolly Branch of the Boston Public Library, or anywhere else that you enjoy learning. This adds another layer of flexibility to the learning tool. In fact, the time that you save from not having to commute could allow you to make more time for your Series 65 exam preparation process.
Finally, online instruction is also beneficial to you because it enables us to connect you with Boston Series 65 tutors from across the country. Comparatively, we would be limited to finding instructors for you in your local area if you were to work with them in person. In this way, online instruction enables us to connect you with some of the most qualified Series 65 exam educators in the country. Working with a national expert in a personalized setting can help you get even more out of the time that you put into preparing for your upcoming exam.
Your Boston Series 65 tutor will work with you in a one-on-one academic setting. This is one of the most important benefits of the learning tool because it means that your needs will be your educator's priority throughout the entirety of your time together. Your instructor can use this intimate academic setting to create a customized lesson plan for you as well. Your lesson plan can focus on the specific topics that are the most important for you to get assistance with. You can work through each topic at your own pace and stop to ask your educator for additional guidance whenever you need it. This level of personalization is key to what makes private instruction such a rewarding test preparation resource. It's also one of the major factors that set private instruction apart from other test preparation resources.
Your instructor can also modify the way that they lead your study sessions based on your learning style. For example, if you're someone who learns best by doing, then your educator can guide you through Series 65 sample problems. Completing these under the guidance of your instructor gives you the chance to correct any mistakes that you may make before they can count against you.
How can I find a Boston Series 65 tutor near me to study with?
Boston Series 65 tutoring could be just what you need to take the next step towards your Series 65 exam goals. If you're ready to start working with a private educator, then contacting Varsity Tutors directly is the easiest way to do it. Consider reaching out to us today so that we can connect you with an educator who can support you academically while respecting your scheduling needs. We hope to hear from you soon.
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.