
Blake: Dallas Fort Worth Series 65 tutor
...enjoy mentoring and teaching others because that is what has helped me in my life and career the most: someone coming alongside 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,...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- Professional Certifications
- ACT Study Skills and Organization
- Algebra
- +71 subjects

Pamela: Dallas Fort Worth Series 65 tutor
...as a Second Language online to children ages 3-15 in China. I work professionally in the Financial Services industry and have experience in professional speaking, presentation skills and Train the Trainer classes. I enjoy making a connection with my students (regardless of subject matter or age of learner) and thoroughly understanding their needs and objectives. I think mutual learning can occur from either a teacher or student position and I firmly believe that we should...
Education & Certification
- University of Colorado Boulder - Bachelor of Science, International Marketing
Subject Expertise
- Series 65
- Reading
- SSAT- Upper Level
- ACCUPLACER ESL - Listening
- +61 subjects

Nancy: Dallas Fort Worth Series 65 tutor
I enjoy teaching a variety 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...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- College Level American History
- College Accounting
- High School Level American Literature
- +81 subjects

Gary: Dallas Fort Worth Series 65 tutor
I tutor securities licensing exam prep courses for NASAA & FINRA registrations (Series 6,7,63,65,66 and a few others). I do not teach from a book; I teach you how to pass the exam. I own a financial practice, hold the Series 65 and a CRPC designation, and my experience, knowledge & research are current and relevant. The exams are challenging. You need more than theory; you need to know how to pass.
Education & Certification
- Columbia College - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- FINRA - Financial Industry Regulatory Authority
- Calculus
- Business
- +66 subjects

Nhan: Dallas Fort Worth Series 65 tutor
...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 all available resources. By identify...
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
- Graduate Test Prep
- Cosmology
- Business Ethics
- +78 subjects

Hal: Dallas Fort Worth Series 65 tutor
...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 over 200 students, balancing that with authoring...
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 51
- Business
- Mac Basic Computer Skills
- +147 subjects

Christopher: Dallas Fort Worth Series 65 tutor
...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 get ahead to be a great fit...
Education & Certification
- Middle Tennessee State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- GED
- Oracle Certified Associate, Java SE 8 Programmer
- Adult ESL/ELL
- +79 subjects

Nicholas: Dallas Fort Worth 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
- College Accounting
- AP Biology
- IB Business & Management
- +39 subjects

Mary: Dallas Fort Worth Series 65 tutor
...continued to expand beyond US domestic equity markets into global markets - Asia, Latin America, Europe as well as into other asset classes FX, Commodities, Fixed Income dictated by customer investment policies, the liberalization of markets, and the respective risk books. I accepted new business roles and appointments and was later recruited to work with other global derivatives groups (Deutsche, HSBC) overseeing Corporate Derivatives programs, customer options activities, European research produced in the UK for...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- College English
- Series 39
- Finance
- +95 subjects

Donald: Dallas Fort Worth Series 65 tutor
...Science in History. The Naval Academy challenged me in ways I did not know 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...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Financial Accounting
- Elementary School Reading
- Middle School Reading Comprehension
- +35 subjects

Victoria: Dallas Fort Worth Series 65 tutor
...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 it to be absolutely necessary for an improved quality of life, and I try to impart this appreciation to all...
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Science
- Series 7
- Business
- +35 subjects

Aaron: Dallas Fort Worth Series 65 tutor
...do business and I strive to help others in their efforts to do business the right way. My expertise started long ago when I received my Bachelor's in Finance from the University of Nebraska-Omaha. During that time, I obtained my Series 7 and 66 licenses. Shortly after obtaining those licenses, I then obtained the Series 4, 24 and 53 licenses. To continue my pursuit of growth, I went on to earn my Certified Financial Planner...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 65
- Other
- CFP
- Series 7
- +7 subjects

Kyle: Dallas Fort Worth Series 65 tutor
I have a passion for financial and capital markets and love to teach and educate others. I have worked my entire professional career in financial services utilizing series exam information on a daily basis. I have a Masters of Finance from the University of Notre Dame and work as a investment analyst at a private investment firm. Open to giving career mentorship as well!
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- University of Notre Dame - Current Grad Student, Finance
Subject Expertise
- Series 65
- Series 63
- SIE
- Algebra
- +9 subjects

Kathleen: Dallas Fort Worth Series 65 tutor
...Chartered 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...
Education & Certification
- The University of Texas at Arlington - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- Series 66
- CFP
- Series 51
- +25 subjects

Dana: Dallas Fort Worth 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
- Business Ethics
- AP Microeconomics
- Elementary School Writing
- +27 subjects

James: Dallas Fort Worth Series 65 tutor
...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 analytics, primarily mathematics based, to make better business decisions. As a result, I believe Algebra is essential to long-term mathematics learning, knowledge, and personal success. Therefore, while I am available to assist in many subject areas, my...
Education & Certification
- Cornell University - Bachelor of Science, Operations Research
- Cornell University - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 65
- Business
- Managerial Accounting
- Finance
- +23 subjects

Christian: Dallas Fort Worth Series 65 tutor
...certificates in order to work as a Financial Professional. Furthermore, I am currently aiming to take the CFA Level I Exam in February 2021. My passion for economics stems from my belief that economics is the basis of all functions in the world. In this sense, the study of economics allows you to study how the world works and interacts around while also understanding how your own decisions incorporate into the economy.
Education & Certification
- University of North Carolina at Chapel Hill - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- English
- International Business
- Series 66
- +33 subjects

Ben: Dallas Fort Worth 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
- Test Prep
- Series 15 - Foreign Currency Options Exam
- Dutch
- +33 subjects

Brian: Dallas Fort Worth Series 65 tutor
...business while in college then sold it a few years out of college. I 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...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- College Business
- Business Enterprise
- SIE
- +22 subjects
Private Series 65 Tutoring in Dallas Fort Worth, TX
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 interested in becoming an Investment Adviser Representative and are studying to take the Series 65 exam, Varsity Tutors can connect you with a Dallas Fort Worth Series 65 tutor who can give you expert advice on how to prepare for the exam. The Series 65 test covers a lot of information. You'll be expected to show not only that you have a strong understanding of stockbroking and investing and can assist your customers in making sound financial decisions but also that you have the communication skills necessary to inform clients about their investments, as well as demonstrating your knowledge of the laws and regulations surrounding investment advising. Your instructor can go over each of the legal and financial topics you'll face on the test systematically, so you can feel confident that you haven't neglected anything and are ready to pursue success.
What are the advantages of working with a Dallas Fort Worth Series 65 tutor near me?
Private instruction offers a bevy of benefits that you won't necessarily see if you enroll in a traditional classroom-based test prep program. When you're working alongside other students you're required to keep up with your classmates and follow a standard, universal curriculum. Dallas Fort Worth Series 65 tutoring, by comparison, can address your unique concerns and target the specific concepts that you need to work on most urgently. Your instructor can talk to you about the preparatory work you've already done, identify your strengths and root out your weaknesses, and put together a study plan that takes your attributes as an individual into consideration.
If you're already an experienced financial professional, for example, it's more than likely that there are elements of the Series 65 exam that you already understand. You could be well-versed in the various times of investment vehicles, for example, and have a strong grasp of fundamental economic concepts, but could lack knowledge in other areas, like the laws and regulations that apply specifically to investment advising. Dallas Fort Worth Series 65 tutors can use your valuable study time efficiently by addressing the topics that you need to brush up on while skimming over those areas of knowledge that you've already developed. You can work at a pace that's effective for you, as well, allowing you to take the time to go over difficult concepts until you're ready to move on, rather than rushing through the material in order to keep to a class schedule.
Dallas Series 65 tutors can cater their teaching approach to your learning style, too. Many learners find certain teaching techniques to be more effective. Some people are auditorily oriented and find they absorb information best when it's presented in the context of a back-and-forth discussion. Others like to use visual aids like flashcards, diagrams, and flowcharts. And some have an easier time with hands-on learning that applies abstract concepts to real-life scenarios. Whatever your preferences, your instructor can tailor their methods to suit you. The longer you spend working with an instructor the better they can come to know what techniques work for you and can adjust your lessons accordingly.
What concepts can Dallas Fort Worth Series 65 tutoring help me study?
The Series 65 test is presented in a multiple-choice format. You'll have three hours to answer 130 questions, and you'll have to answer 94 of these questions correctly to earn a passing grade. The test includes sections like Economic Factors and Business Information, Investment Vehicle Characteristics, Client Investment Recommendations and Strategies, and Laws, Regulations, and Guidelines Including Prohibition on Unethical Business Practices, so you'll have to review a broad range of material, from tax considerations and capital market theory to financial reporting and conflicts of interest.
In addition to taking you through a guided, systematic study of each of these subjects, a Dallas Fort Worth Series 65 tutor can give you an inside view into how the test is structured and scored, so you can go into the exam with foreknowledge of what to expect. You can work on test-taking skills that can give you an edge on the exam, too, like time-management techniques to pace yourself and avoid running short of time, or relaxation methods you can use to maintain your focus.
How can I meet with a Dallas Fort Worth Series 65 tutor near me?
Dallas Series 65 tutoring is offered online, so you won't have to worry about adding a commute to your busy day. You can meet with your instructor wherever it is most convenient for you, as long as you have a computer or mobile device at your disposal and can access the internet. This allows you to work at your favorite cafe, a library like the Highland Park Library or the J. Erik Jonsson Central Library, or even from the comfort of your own home. You'll still be able to interact with your instructor face-to-face, too, thanks to Varsity Tutors' Live Learning Platform.
This suite of online tools includes video chat software that allows you to see, hear, and speak with your mentor just as if you'd met in person. You can also use integrated learning utilities such as a shared document viewer to go over legal rulings and regulations of the stockbroking profession or other test-related texts, a virtual whiteboard for taking notes and drawing diagrams, an automatic session recorder that lets you return to previous tutoring sessions to go over them again on your own time, and built-in practice problems.
We're aware that many working professionals who are gearing up for the Series 65 exam can be short on time, so we've made an effort to ensure that meeting with your instructor is easy. When you sign up for private instruction we can talk to you about your scheduling requirements and get to work finding Dallas Fort Worth Series 65 tutors whose availability matches your own, so you can get the help you need at a time that works for you.
If you give Varsity Tutors a call today we can find you a Dallas Fort Worth Series 65 tutor who meets your needs in as little as 24 hours. Our educational consultants will be happy to speak to you about any questions you may have and can provide more information about our offerings. Reach out now and give us the opportunity to assist you in preparing for this important step in your career path.
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.