
Eric: Boston Series 65 tutor
Certified Series 65 Tutor in Boston, MA
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

Nicholas: Boston Series 65 tutor
Certified Series 65 Tutor in Boston, MA
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

Gary: Boston Series 65 tutor
Certified Series 65 Tutor in Boston, MA
I received a Bachelor in Business Management with emphasis in Processes and a CRPC designation from Kaplan College for Financial Planning. With many years of experience as a business owner, financial advisor and consultant, my teaching style and substance comes from a wealth of practical knowledge and industry experience. I tutor at the college and professional level and work mainly with people who are preparing for securities and insurance exams, but also some business classes.
Education & Certification
Columbia College - Bachelor in Business Administration, Business Administration and Management

Daniel: Boston Series 65 tutor
Certified Series 65 Tutor in Boston, MA
...graduated I had my second. I enjoy tutoring all subjects because the pursuit of knowledge is something I am passionate about and I love to share that passion with my students! My teaching philosophy and style has always been one of flexibility. As a philosopher and lawyer, I have discovered that there is no true one size fits all so I meet with my students and tailor my approach to fit their learning styles and...
Education & Certification
Illinois State University - Bachelor in Arts, Philosophy
College of William and Mary - Juris Doctor, Legal Studies
Education & Certification
University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy

Nhan: Boston Series 65 tutor
Certified Series 65 Tutor in Boston, MA
...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 all available resources. By identify what...
Education & Certification
Ohio State University-Main Campus - Bachelor of Science, Applied Physics
Ohio University-Main Campus - Master of Science, Applied Economics

John: Boston Series 65 tutor
Certified Series 65 Tutor in Boston, MA
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

Hal: Boston Series 65 tutor
Certified Series 65 Tutor in Boston, MA
...and a variety of other qualifications. In 2019, as I began tutoring and realized that it had been decades since I originally passed my securities licensing exams, I took the Securities Industry Essentials Exam (SIE), and retook the Uniform Investment Adviser Law Exam (Series 65), and the National Commodities Futures Exam (Series 3), passing each on a single sitting. Over the past two years, I've tutored well over 200 students, balancing that with authoring a...
Education & Certification
Frostburg State University - Bachelor of Science, Accounting and Business Management
Frostburg State University - Master of Science, Management Science

Mary: Boston Series 65 tutor
Certified Series 65 Tutor in Boston, MA
...management becoming a floor member of the Philadelphia Stock Exchange trading single stock options and futures. My training began in the trading pit, side by side senior traders for whom I would be responsible for tracking delta positions, hedging trades, communicating with the partners, and learning options theory to prepare for a three-week intensive in house options course in Chicago with a peer group. We were close-knit, collaborative and hand-picked for what would be a...
Education & Certification
Dickinson College - Bachelor in Arts, Economics
Northwestern University - Masters in Business Administration, Finance

Kevin: Boston Series 65 tutor
Certified Series 65 Tutor in Boston, MA
...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 family and our dog. I look forward to hearing from you and helping you achieve...
Education & Certification
Truman State University - Bachelor of Science, Accounting
Washington University in St Louis - Masters in Business Administration, Finance

Michael: Boston Series 65 tutor
Certified Series 65 Tutor in Boston, MA
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

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

Claudio: Boston Series 65 tutor
Certified Series 65 Tutor in Boston, MA
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

Christopher: Boston Series 65 tutor
Certified Series 65 Tutor in Boston, MA
...have translated well to helping business students thrive at Varsity Tutors. The aim for progression is to help students first grasp foundational concepts of finance, business and economics while later adding in more detail and computational abilities as the students progress. While I also tutor other subjects including Spanish and College English, I have found working with professionals seeking designations or motivated college business students looking to get ahead to be a great fit for...
Education & Certification
Middle Tennessee State University - Bachelor of Science, Finance

Kathleen: Boston Series 65 tutor
Certified Series 65 Tutor in Boston, MA
...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 am excited about the opportunity to help...
Education & Certification
The University of Texas at Arlington - Bachelor in Business Administration, Finance

Aleta: Boston Series 65 tutor
Certified Series 65 Tutor in Boston, MA
...include the Certified Series 7, 6, 63, and 65 and a Life, Health, Annuities and Variable Contracts Producer License from the State of Virginia. I also hold a Master of Business Administration degree with a concentration in finance. I am knowledgeable and prepared to help you PASS YOUR EXAM!! YOU will not only understand the content for the exam, you will learn the structure and test taking skills needed to PASS YOUR EXAM.
Education & Certification
University of Miami - Bachelor in Arts, Public Relations
Hampton University - Masters in Business Administration, Finance

Eric: Boston Series 65 tutor
Certified Series 65 Tutor in Boston, MA
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

Victoria: Boston Series 65 tutor
Certified Series 65 Tutor in Boston, MA
...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 where the student can envision how their new knowledge will apply to real-life scenarios. I am also a firm proponent of education, believing...
Education & Certification
University of South Alabama - Bachelor of Science, Biology, General
Florida Atlantic University - Masters in Business Administration, Business Administration and Management

Aaron: Boston Series 65 tutor
Certified Series 65 Tutor in Boston, MA
...day, constantly work to perfect my craft. I believe a lot 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...
Education & Certification
University of Nebraska at Omaha - Bachelor of Science, Finance
Kansas State University - Master of Science, Financial Planning

Donald: Boston Series 65 tutor
Certified Series 65 Tutor in Boston, MA
...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 make finance a career. I currently hold the Chartered Financial Consultant and Retirement Income Certified Professional...
Education & Certification
United States Naval Academy - Bachelor of Science, History
Louisiana State University-Shreveport - Masters in Business Administration, Finance
Private In-Home and Online 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 in-home and online tutoring that offers flexible scheduling and your choice of locations.
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.
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