Joshuah: Columbus Series 65 tutor
...passed the Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost, I will make sure that we progress with content at a speed that fits you until you are confident for test day. There are no stupid questions, only impatient teachers. Don't wait, get help, pass your...
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- Series 65
- Series 4
- CPA
- Intermediate Accounting
- +10 subjects
Nhan: Columbus Series 65 tutor
...another Master 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...
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
- Applied Mathematics
- AP Physics 2
- Series 7
- +78 subjects
Nicholas: Columbus 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
- Finance
- Economics
- Statistics
- +39 subjects
Blake: Columbus Series 65 tutor
...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, Algebra 1 and 2, Geometry,...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- ACT Reading
- Trigonometry
- SAT Essay
- +71 subjects
Benjamin: Columbus 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
- Series 66
- Human Resources
- Professional Certifications
- +24 subjects
Brian: Columbus Series 65 tutor
...financial literacy, and leadership. I am a firm proponent of higher education as well as career connected training, believing each one respectively is necessary for an improved quality of life depending on the personality of the student. I try to impart this perspective with students or working professionals as it tends to really boost confidence, progress, and choice for the individual. In my spare time, I enjoy reading, studying Scripture, being active with my kids,...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Managerial Accounting
- Series 9
- Management
- +22 subjects
Kevin: Columbus Series 65 tutor
...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, swimming, tennis, reading, movies, traveling, spending time with my family and our dog. I look forward to...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- History
- Geography
- High School Business
- +41 subjects
Prince: Columbus 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
- FINRA - Financial Industry Regulatory Authority
- CFP
- Professional Certifications
- +1 subjects
Ben: Columbus 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
- Academic Coaching
- Economics
- Series 5 - Interest Rate Options Exams
- +33 subjects
James: Columbus Series 65 tutor
...the Cornell University School of Engineering. Based on my strong academic record, I was able to accelerate the completion of my 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...
Education & Certification
- Cornell University - Bachelor of Science, Operations Research
- Cornell University - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 65
- College Accounting
- Algebra 2
- Business
- +28 subjects
Scot: Columbus Series 65 tutor
...2011. In February of 2017, I co-founded my financial planning firm, Providers & Families Wealth Management, with my wife, Lindsey; and in December of that year, I became a CERTIFIED FINANCIAL PLANNER. The most influential teachers in my life provided an engaging and entertaining learning experience, and I strongly believe that these are very important characteristics of an impactful education! I look forward to helping you in your pursuit of your next FINRA license or...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 22
- Series 63
- Series 9
- +12 subjects
Hal: Columbus Series 65 tutor
...144 Specialist, Retirement Planning Specialist, Certified Senior Advisor, 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...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 65
- STAAR EOC
- Series 27
- Series 26
- +166 subjects
Jarrett: Columbus Series 65 tutor
...advisor, licensed stock broker, and a district executive for a regional bank. Currently I am working as an analyst for a digital marketing firm. I love statistics and how businesses and leaders can gain better understanding and make more informed decisions with the use of analytics. I am also passionate about the power of education because I have seen firsthand in my own life how transformative education can be. In my spare time I enjoy...
Education & Certification
- University of Phoenix-Philadelphia Campus - Bachelor of Science, Management Science
- University of Phoenix-Philadelphia Campus - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Business Statistics
- SQL
- Personal Finance
- +20 subjects
William: Columbus 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 22
- Series 27
- Series 26
- +25 subjects
Howard: Columbus Series 65 tutor
Knowledge is power. If you need to help better understand the Series 7, 63 or 65 , consider me. My score on the Series 7 was 92.
Education & Certification
- Tulane University of Louisiana - Bachelor of Science, Biology, General
Subject Expertise
- Series 65
- Series 24
- HSPT
- Test Prep
- +23 subjects
John: Columbus 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
- Series 9
- SIE
- +10 subjects
David: Columbus Series 65 tutor
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- Series 63
- SIE
- Test Prep
- +16 subjects
Zachary: Columbus Series 65 tutor
...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 have a vast understanding...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- Series 7
- Microeconomics
- SIE
- +11 subjects
Aaron: Columbus Series 65 tutor
...realm; and to this 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....
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 65
- Professional Certifications
- Series 7 - General Securities Representative Exam (Stockbroker)
- Other
- +7 subjects
Christopher: Columbus Series 65 tutor
...tutor, and have since found that those skills 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...
Education & Certification
- Middle Tennessee State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- A Level Accounting
- Business
- ACCUPLACER ESL
- +134 subjects
Private Series 65 Tutoring in Columbus, 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.
If you're in need of a Columbus Series 65 tutor, Varsity Tutors can get you connected with a high-quality instructor. The Series 65 exam is required in most states to become a registered investment advisor, and most financial firms will require it to provide any sort of client-facing investment advice, as well. Securing the certification can be a crucial step in advancing your career, but the exam is a difficult one to pass, which can make working with a Columbus Series 65 tutor a wise investment.
How can a Columbus Series 65 tutor near me help me prepare for the Series 65 exam?
One of the most challenging components of sitting for the Series 65 exam is reviewing all the relevant material. This exam covers a wide variety of financial subjects and instruments, along with the laws, regulations, and ethics related to those topics and the relevance of those intersections to various classes of investors. Topics range from economic factors and business climates to investment vehicles, portfolio management, and regulatory regimes. Part of the complexity in reviewing these materials is that the subject matter isn't static; many of these elements can and do change with time, requiring you to stay up to date with current events as you work.
Columbus Series 65 tutors can help with the review process in multiple ways. First, these private instructors go through rigorous vetting to make sure they know the material inside and out. They're also evaluated as communicators to ensure they're equipped to guide you through learning the material. As a result, you can have confidence that you'll be led through a very thorough coverage of all the material you might be questioned about during the course of the exam. Second, because these sessions are always individual, you get to ask questions of these experts as they come to you, allowing you to clear up confusion in the moment and strengthen your overall comprehension of complex subject matter. Finally, even if you feel like you already have a pretty solid handle on the subject matter because the review is so thorough, you'll have an opportunity to pinpoint any areas where your understanding might be a little weaker than others, allowing you to allocate your preparation time as efficiently as possible. The cumulative impact of these benefits is that you end up as prepared as possible to face any question the test can throw your way.
Columbus Series 65 tutoring can also prepare you for the structure of the exam. The test features 130 multiple-choice questions. To pass, you'll need to answer 94 of those questions correctly in 180 minutes. Columbus Series 65 tutors can help you prepare to apply the knowledge you've accumulated to that structure in a couple of ways. First, they can help you build up skills for tackling the questions, like tactics for eliminating the least likely options or time management strategies. They can also help you familiarize yourself with likely phrasing you'll encounter so it doesn't trip you up on the day of the test. Second, they can present you with practice exams. This is important because it can help you get used to performing within time constraints. That sort of pressure can affect things like memory recall, so it's good to train your mind to get comfortable working under the clock.
Columbus Series 65 tutoring can be paced in a way that caters to your individual learning needs. Columbus Series 65 tutors can work with you to set SMART (specific, measurable, attainable, relevant, and timely) goals. These goals can then serve as a study plan that makes it easier to break down an otherwise sprawling amount of work you'll need to do. It also works as a way to track your progress and a built-in set of reminders to celebrate little victories along the way. This tactic for pacing yourself can be a valuable tool for academic and professional pursuits outside of Series 65 preparation, too.
If you find that your plans need to shift, though, Columbus Series 65 tutoring can be flexible. In a classroom setting, your teacher's pace is tied to a curriculum. There's a certain amount of material that has to get covered in a certain amount of time. Your Columbus Series 65 tutor is only worried about helping you reach your goals, though. If you'd originally planned on taking an entire session to work on a subject you clearly only needed to spend five minutes discussing, your instructor can move things right along. On the other hand, if it's taking longer than initially anticipated to thoroughly cover all the intricacies of methods of ownership transfer, then you and your instructor will shift the schedule around. It's really as simple as that. These sessions are about doing whatever it takes to set you up to succeed.
Why should I consider working with a Columbus Series 65 tutor near me?
Columbus Series 65 tutoring is a flexible preparation option that can be ideal for busy professionals and students. Instead of having to rearrange your work or school schedule, our educational consultants can match you with an instructor whose schedule already works with your own. Instead of having to rush across town to get to a location in time to participate, you can log on to the Live Learning Platform from the location of your choice, be that the Thompson Library or your Kitchen Table. All you have to do is connect and use video chat, document sharing, or the virtual whiteboard to hook up with your instructor. You get to choose the setting that works best for your focus and learning preferences.
If you're ready to get serious about preparing for the Series 65 exam, Varsity Tutors can get you connected with a Columbus Series 65 tutor in as little as 24 hours. Whether you're a recent college graduate or working professional looking to take your career to the next level, we can find you a solution that can fit in your schedule. Don't hesitate! Reach out to Varsity Tutors today.
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.