
Blake: Dallas Fort Worth Series 65 tutor
Certified Series 65 Tutor in Dallas, TX
...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, and ACT prep.
Education & Certification
Oakland University - Bachelor in Arts, Finance

Ridha: Dallas Fort Worth Series 65 tutor
Certified Series 65 Tutor in Dallas, TX
Being a financial professional, I have a passion for helping fellow financial professional candidates excel in their endeavors. After struggling with hours of self study myself, I understand that it is so much more helpful when someone is there to help explain things in a different way that a textbook is not allowing you to. Teaching allows me to give back to the students who are going through a similar struggle that I went through.
Education & Certification
The University of Texas at Dallas - Bachelor of Science, Finance

Daniel: Dallas Fort Worth Series 65 tutor
Certified Series 65 Tutor in Dallas, TX
...child and before I 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...
Education & Certification
Illinois State University - Bachelor in Arts, Philosophy
College of William and Mary - Juris Doctor, Legal Studies

Aleta: Dallas Fort Worth Series 65 tutor
Certified Series 65 Tutor in Dallas, TX
...this concept. My qualifications 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...
Education & Certification
University of Miami - Bachelor in Arts, Public Relations
Hampton University - Masters in Business Administration, Finance

Nicholas: Dallas Fort Worth Series 65 tutor
Certified Series 65 Tutor in Dallas, TX
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

Donald: Dallas Fort Worth Series 65 tutor
Certified Series 65 Tutor in Dallas, TX
...fun and that it can open many doors for you in life.... it's just all about perspective! I attended the United States Naval Academy and was a linebacker for the football team from 2011-2015. I earned my Bachelors of Science in History. The Naval Academy challenged me in ways I did not know where possible. I was tested every single day mentally, morally, and physically. The Naval Academy is an Engineering school and all students...
Education & Certification
United States Naval Academy - Bachelor of Science, History
Louisiana State University-Shreveport - Masters in Business Administration, Finance
Education & Certification
University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy

Nhan: Dallas Fort Worth Series 65 tutor
Certified Series 65 Tutor in Dallas, TX
...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 tackle using all available...
Education & Certification
Ohio State University-Main Campus - Bachelor of Science, Applied Physics
Ohio University-Main Campus - Master of Science, Applied Economics

Aaron: Dallas Fort Worth Series 65 tutor
Certified Series 65 Tutor in Dallas, TX
...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 ago when I received my Bachelor's in Finance from the University of Nebraska-Omaha. During that...
Education & Certification
University of Nebraska at Omaha - Bachelor of Science, Finance
Kansas State University - Master of Science, Financial Planning

Vincent : Dallas Fort Worth Series 65 tutor
Certified Series 65 Tutor in Dallas, TX
...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

Sebastian: Dallas Fort Worth Series 65 tutor
Certified Series 65 Tutor in Dallas, TX
I'm here to help you pass in a fun way. I have over 20 years of Wall Street experience. I have worked as a trader, analyst, investment product specialist, portfolio manager and investment strategist.
Education & Certification
University of Essex - Bachelor in Arts, Economics

Michael: Dallas Fort Worth Series 65 tutor
Certified Series 65 Tutor in Dallas, TX
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

Kevin: Dallas Fort Worth Series 65 tutor
Certified Series 65 Tutor in Dallas, TX
...a life long passion for learning. Im a Masters Degree graduate of Washington University in St. Louis (Olin School of Business: Finance emphasis) and also received my Bachelor of Science in Accounting from Truman State University. Both students and parents say that I help students succeed and realize their own potential with improved confidence, grades and test scores. Because I have over 20 years of "real life" professional experience and have traveled extensively, I am...
Education & Certification
Truman State University - Bachelor of Science, Accounting
Washington University in St Louis - Masters in Business Administration, Finance

Nolan: Dallas Fort Worth Series 65 tutor
Certified Series 65 Tutor in Dallas, TX
As an investment professional for over thirty years, I really enjoy teaching the nuances of the craft. It's a great career and students can benefit from my victories and defeats. Tutorship exclusively by the Thayer Method; This methodology is one in which students are responsible for their own learning. They study material prior to attending class and classroom time is spent reinforcing/clarifying lesson material. If you are unmotivated, I am not the correct teacher.
Education & Certification
Eastern Illinois University - Bachelor in Arts, English
University of Wisconsin-Madison - Master of Science, Finance

Victoria: Dallas Fort Worth Series 65 tutor
Certified Series 65 Tutor in Dallas, TX
...personal financial literacy and have previously taught financial literacy classes to high school students. While I tutor a broad 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...
Education & Certification
University of South Alabama - Bachelor of Science, Biology, General
Florida Atlantic University - Masters in Business Administration, Business Administration and Management

Christopher: Dallas Fort Worth Series 65 tutor
Certified Series 65 Tutor in Dallas, TX
...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 get ahead to be...
Education & Certification
Middle Tennessee State University - Bachelor of Science, Finance

Albert: Dallas Fort Worth Series 65 tutor
Certified Series 65 Tutor in Dallas, TX
...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 Digital Packaging Engineering, both from Wuhan University, Duke...
Education & Certification
Wuhan University - Bachelor in Arts, Broadcast Journalism
University of California-Los Angeles - Masters in Business Administration, Finance

Gary: Dallas Fort Worth Series 65 tutor
Certified Series 65 Tutor in Dallas, TX
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

Hal: Dallas Fort Worth Series 65 tutor
Certified Series 65 Tutor in Dallas, TX
...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 over 200 students, balancing...
Education & Certification
Frostburg State University - Bachelor of Science, Accounting and Business Management
Frostburg State University - Master of Science, Management Science

Mary: Dallas Fort Worth Series 65 tutor
Certified Series 65 Tutor in Dallas, TX
...of a newly formed global team deployed as financial engineers in various financial centers - Chicago, Zurich, London, Paris, Tokyo, Hong Kong. My assignment was in the bank's headquarters of Zurich, Switzerland within the Treasury Group where I priced, hedged, executed, and made markets on OTC derivatives, structured product and warrants held by the coveted AAA balance sheet. This multi-year experience proved to be mutually beneficial both to my professional career, as it was for...
Education & Certification
Dickinson College - Bachelor in Arts, Economics
Northwestern University - Masters in Business Administration, Finance
Private In-Home and Online 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 in-home and online tutoring that offers flexible scheduling and your choice of locations.
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.
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