Top Series 65 Tutors serving Cincinnati
Blake: Cincinnati Series 65 tutor
...me and helping me with things 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,...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- CFP
- SIE
- College Government
- +71 subjects
Brian: Cincinnati Series 65 tutor
...became a US Marine. Over 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...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- SIE
- Series 26
- FINRA - Financial Industry Regulatory Authority
- +22 subjects
Mark: Cincinnati Series 65 tutor
...- # 65 & # 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...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 65
- API - Associate in Personal Insurance
- Exam IFM - Investment and Financial Markets
- Series 57
- +70 subjects
Vincent : Cincinnati Series 65 tutor
...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
Subject Expertise
- Series 65
- Series 63
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +14 subjects
William: Cincinnati Series 65 tutor
I have been teaching the Series 6 & 7 for the past 24 years and recently the SIE as well. I am very passionate about helping students pass these tests and have a unique ability making this information understandable. I specialize in "Options and Margin"
Education & Certification
- Malone University - Bachelor in Arts, Accounting and Business Management
Subject Expertise
- Series 65
- Insurance License
- Series 27
- Series 82
- +25 subjects
Nancy: Cincinnati Series 65 tutor
...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 Literature, Human...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- +81 subjects
Hal: Cincinnati Series 65 tutor
...succeed. I enjoyed a nearly thirty-year career in financial services where I worked as a financial planner, wire-house broker (stockbroker), trust advisor, and wealth advisor. I worked the broker-dealer channel, the bank channel, and the independent channel. I developed and took an introducing brokerage firm through the entire FINRA (then NASD) creation and registration process. I attended what was then a week-long Brokers Option Course at the Chicago Board of Options and followed that as...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 65
- Series 10
- Series 6
- Series 86
- +167 subjects
Joseph: Cincinnati Series 65 tutor
...Student, 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
- Series 24
- Series 63
- Insurance License
- +12 subjects
Kevin: Cincinnati Series 65 tutor
...grades and test scores. Because I have over 20 years of "real life" professional experience and have traveled extensively, I am able to provide you real life examples to help understand the value of learning the topics I tutor you with. I specialize in tutoring a broad range of subjects with a focus on math, science, history, government, geography, accounting, finance and related business topics. One of my goals for each tutoring session is to...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- CPA
- Series 7
- Series 63
- +41 subjects
Brendan Daniel : Cincinnati Series 65 tutor
...and recently founded my own firm. Currently, I am a level 3 CFA candidate and portfolio manager for my digital asset hedge fund. I focus on the fund's DeFi investment strategy, blockchain research, and protocol risk management. For students, (and interns), I have taught solidity, python, CFA level 1 and 2 material, Series 7, 63, and 65. I have also taught financial modeling, smart contract development, data analysis, and machine learning model development in python....
Subject Expertise
- Series 65
- Series 79
- Series 4
- SIE
- +61 subjects
Daniel: Cincinnati Series 65 tutor
...wide variety of classes. After 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...
Education & Certification
- Illinois State University - Bachelor in Arts, Philosophy
- College of William and Mary - Juris Doctor, Legal Studies
Subject Expertise
- Series 65
- Bar Exam
- Florida Bar Exam
- High School Business
- +53 subjects
Prince: Cincinnati 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
- ChFC - Chartered Financial Consultant
- FINRA - Financial Industry Regulatory Authority
- CFP
- +1 subjects
Ben: Cincinnati 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
- Exam IFM - Investment and Financial Markets
- Series 15 - Foreign Currency Options Exam
- Series 7 - General Securities Representative Exam (Stockbroker)
- +33 subjects
Donald: Cincinnati Series 65 tutor
...were possible. I was tested 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...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 66
- Series 7
- ChFC - Chartered Financial Consultant
- +35 subjects
Dana: Cincinnati 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
- Insurance License
- Series 31
- Series 7 - General Securities Representative Exam (Stockbroker)
- +27 subjects
David: Cincinnati Series 65 tutor
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- Series 24
- Series 63
- Series 6
- +16 subjects
Claudio: Cincinnati 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
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- Series 6
- +34 subjects
Mary: Cincinnati Series 65 tutor
...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 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...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 16
- Series 28
- Series 66
- +99 subjects
Zachary: Cincinnati Series 65 tutor
...firm in the industry and give investment advice to our high networth clients between 250k-5MM in assets. I passed the SIE and Series 65 will I was still in college and was put through a TD Ameritrade's training program to pass the Series 7 and Series 63 Licenses. The program I have learned is designed specifically to teach you the information you need to know to pass and skip out on all the fluff. I...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- Series 63
- SIE
- Series 24
- +11 subjects
Albert: Cincinnati Series 65 tutor
...good at coaching Maths, Verbal, 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...
Education & Certification
- Wuhan University - Bachelor in Arts, Broadcast Journalism
- University of California-Los Angeles - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 7
- CFA
- Series 63
- +46 subjects
Private Series 65 Tutoring in Cincinnati, OH
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 set you up with a Cincinnati Series 65 tutor who can help you work towards your career goals. The Series 65 is a licensure exam developed by the North American Securities Administration Association (NASAA) for those who wish to be licensed to work as investment adviser representatives. Investment adviser representatives work within the financial industry to provide financial advice to individuals and organizations in exchange for a fee. Many financial firms require anybody in that role to be registered, hence the importance of the Series 65. The exam itself is also a great way to test one's comprehension of financial concepts and their ability to provide financial advice in general. Each state has its own registration requirements for investment adviser representatives, but passing the Series 65 is often a major step in the registration process.
What are some of the advantages of working with a Cincinnati Series 65 tutor near me?
One of the biggest advantages of working with a Cincinnati Series 65 tutor while preparing for the Series 65 is that it allows you to learn at your own pace. This might mean skimming over material that you have down cold from your time at the University of Cincinnati or Xavier University in time for you to take the Series 65, but it will also mean spending more time on topics that are harder for you to understand. Cincinnati Series 65 tutors can also help you with time management skills since you don't want to spend too much time on one or two subjects at the expense of everything else.
Cincinnati Series 65 tutoring also gives you the luxury of coming up with your own tutoring schedule, something that cannot often be said about more formal college courses. We understand that preparing for something as important as the Series 65 takes up a lot of time, which is why we do our best to help you find Cincinnati Series 65 tutors who can schedule your study sessions around your other commitments. You will still be able to work, attend college courses, take care of your family, and do everything else that you were able to do before. Part of this flexibility comes from the fact that the study sessions with Cincinnati Series 65 tutors are online. You can work with your private instructor via the Live Learning Platform, which can be accessed from anywhere you have a reliable computer and a good wi-fi connection. It also gives you access to features such as video chat, a shared document editor, and a virtual whiteboard.
Cincinnati Series 65 tutoring can also develop and change your online lessons based on your personal learning style. No two people learn the same thing in the same way. Some people can absorb information from lectures and discussions, while others benefit more from visual learning activities such as flashcards. Others still need hands-on experience if they are to understand a concept. Your instructor can learn what your preferred learning style is and tailor your study sessions accordingly.
What subjects can a Cincinnati Series 65 tutor review with me?
The Series 65 consists of 130 multiple-choice questions that cover subjects such as basic economic concepts, investment vehicle characteristics, equity securities, and alternative investments. You can also be expected to know laws and regulations regarding investments and financial advice. A qualified private instructor will go over these and other subjects related to the Series 65 and working as an investment adviser representative. Naturally, they will make sure that you can work at your own pace and that this information is presented in a way that is easy to understand and retain. You are ultimately responsible for knowing what you need to study for your exam, so don't hesitate to talk about any topics that are difficult for you.
Can Cincinnati Series 65 tutoring help me with test-taking strategies as well?
Cincinnati 65 tutoring can absolutely help you with your test-taking skills. Naturally, much of this will be geared toward taking the Series 65 itself, but your instructor can also cover topics such as test anxiety and time management as well. For example, you will have 180 minutes to answer 130 multiple-choice questions when it comes time for you to take the Series 65. You must correctly answer at least 94 questions to earn a passing score. That might not sound very difficult depending on who you are, but it's easy to dwell too long on some questions only to find that you are running out of time. Test anxiety can all but ruin your chances of passing the Series 65 as well even if you know the material well. Your instructor may or may not be familiar with this problem, but they are familiar with the Series 65 and can give you advice that might ease your anxiety for that reason.
How do I get started with a Cincinnati Series 65 tutor near me?
If you are planning to take the Series 65 and you need a little extra help preparing for it, all you need to do is contact us and let us know about your schedule and what you wish to accomplish with your studies. We can set you up with an instructor who can suit your needs in as little as 24 hours. You will still be responsible for studying the content and preparing for the Series 65, but a qualified instructor can give you the tools that can help you get ready for your exam.
Even though the Series 65 is considered one of the more basic licensure exams that you can take as a prospective investment adviser representative, passing the exam is still often an important step to take. It can also be a challenge simply because of the amount of information that it covers. If you are ready to get started with a Cincinnati Series 65 tutor near you, contact Varsity Tutors today. We will be more than happy to answer any questions that you may have and get you started with a private instructor that suits your needs.
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.