Top Series 65 Tutors serving Cleveland
Blake: Cleveland 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
- ACT Residual
- +71 subjects
Brian: Cleveland 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 63
- FINRA - Financial Industry Regulatory Authority
- +22 subjects
Mark: Cleveland 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
- AIS - Associate in Insurance Services
- Exam IFM - Investment and Financial Markets
- Real Estate License
- +70 subjects
Vincent : Cleveland 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
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +14 subjects
William: Cleveland 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
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 79
- Series 27
- +25 subjects
Nancy: Cleveland 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 7
- SIE
- Series 66
- +81 subjects
Hal: Cleveland 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 52
- Series 22
- Series 57
- +166 subjects
Joseph: Cleveland 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 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- Series 24
- +12 subjects
Kevin: Cleveland 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
- Series 3
- Series 79
- CPA
- +41 subjects
Brendan Daniel : Cleveland 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 24
- Series 10
- Series 27
- +61 subjects
Daniel: Cleveland 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
- Florida Bar Exam
- Bar Exam
- Middle School Reading Comprehension
- +53 subjects
Prince: Cleveland 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
- CFP
- FINRA - Financial Industry Regulatory Authority
- ChFC - Chartered Financial Consultant
- +1 subjects
Ben: Cleveland 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
- FRM
- Series 3
- CFA
- +33 subjects
Donald: Cleveland 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 7
- Series 66
- Insurance License
- +35 subjects
Dana: Cleveland 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 63
- Series 31
- +27 subjects
David: Cleveland Series 65 tutor
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- Series 9
- Series 6
- SIE
- +16 subjects
Claudio: Cleveland 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 63
- Series 7
- +34 subjects
Mary: Cleveland 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 57
- Series 4
- Series 79
- +99 subjects
Zachary: Cleveland 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 24
- SIE
- Series 63
- +11 subjects
Albert: Cleveland 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 Cleveland, 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.
Give Varsity Tutors a call if you have been looking for Cleveland Series 65 tutoring. If you are planning to get licensed as an Investment Advisor Representative and are taking the Series 65 (Uniform Investment Adviser Law Examination) as part of that process, studying with a private instructor can give you a head start. You can get personalized instruction that can help you make more efficient progress towards your goals.
How can a Cleveland Series 65 tutor near me help me prepare for my exam?
One of the benefits of studying with Cleveland Series 65 tutors is that they can move at your pace. You don't need to feel pressured to keep up with other students or to follow a set curriculum. If you want to stop and spend more time on a specific topic, you can. You can ask as many questions as you want without worrying about running out of time. After all, you can always schedule more mentoring sessions if needed.
Your private Cleveland Series 65 tutor can assess your knowledge and figure out which areas you need help with the most. They can create a study plan that addresses your needs and focuses on your weak points. Your mentor can introduce study materials that you find interesting to make the sessions more enjoyable. They can also have a sense of humor. You can develop a rapport with your private mentor, which can cause you to look forward to each session. Your instructor can motivate you to reach for your goals and to continue your test preparation during your free time. They can even recommend books or resources for you to use when studying alone.
Private Cleveland Series 65 tutors can cater to your specific learning style. They can try out different tutoring techniques until they find the ones that work best for you. For example, if you are a visual learner, they can use infographics, flashcards, and other visual media to help you learn. Perhaps you would benefit more from participating in intensive discussions or listening to recordings of lectures and podcasts. Regardless of your learning style, you can find a mentor who you feel comfortable and enjoy spending time with.
When studying with private Cleveland Series 65 tutors, you can focus entirely on your work. You won't have to deal with all the distractions that can be present when studying in a class. Your mentor can focus all of their attention on you, without having to spend their resources on other students.
What kind of topics can I learn about when studying with a private Cleveland Series 65 tutor?
Several topics will be covered on the Series 65 exam. You might want to have a comprehensive course of preparation for the exam, or you might want to focus on preparing for a specific topic. For example, if you need help with economic factors and business information, your mentor can focus on basic economic concepts such as business cycles and fiscal policies. You can also learn about types of risk (such as systematic vs unsystematic risks), financial reporting, and analytical methods.
Private Cleveland Series 65 tutoring can allow you to brush up on your knowledge of investment vehicle characteristics. You can learn about the types of fixed income securities and their characteristics. Other topics you can learn about include client investment recommendations and strategies such as client profiles and tax considerations, along with important laws, regulations, and guidelines.
How can Cleveland Series 65 tutoring help me get better at taking tests?
Your Cleveland Series 65 tutor can also help you improve your test-taking skills. They can give you tips such as reading each question carefully before providing your answer or double-checking your answer before moving onto the next question. On the exam, you will have 180 minutes to answer 130 multiple-choice questions. You must get 94 questions correct to pass. It is important to pace yourself properly so that you leave yourself enough time to answer all the questions. Your mentor can give you practice tests to help you get used to this. They can also give you advice on how to save time. For example, using a process of elimination to eliminate answer choices you know are incorrect can help you arrive at the correct answer quickly. If you find yourself spending too much time on a question, it may be better to take your best guess and move on.
How can I sign up to study with a private Cleveland Series 65 tutor near me?
Signing up for private instruction can provide you flexibility and convenience. Regardless of your schedule and how busy you are, you can find a mentor who can work with you. You can meet your mentor online or in-person.
Online instruction is available on our Live Learning Platform. There is a video chat tool you can use to see, hear, and speak with your instructor as if you were sitting at the same table. As long as you have access to the internet, you can use our platform to meet your mentor. There are other tools, such as the virtual whiteboard and the live document editor, which allow you and your mentor to work on documents in real time. Your instructor can use integrated practice problems to help you challenge yourself and see how much progress you made. At any time, you can go back and watch recordings of previous sessions to refresh your memory.
Another option is meeting your private instructor in person. You can arrange to meet them at your home, your favorite coffee shop, or a local library, such as the Shaker Heights Public Library.
For more information on how you can sign up for private Cleveland Series 65 tutoring, reach out to Varsity Tutors. We can help you connect with an instructor who can work with you one-on-one. Our educational consultants will be happy to answer any questions you might have. Give us a call today and you can meet with your instructor in as little as 24 hours.
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.