
Aleta: Denver Series 65 tutor
Certified Series 65 Tutor in Denver, CO
...including banker, financial advisor and financial educator (professionally and as a volunteer) it was important to me that my clients/students not only understood "what" products and services were provided but the "why." This is equally important to me as a tutor. My key to helping you PASS YOUR EXAM is understanding the "why". There are many proven techniques I will use based on this concept. My qualifications include the Certified Series 7, 6, 63, and...
Education & Certification
University of Miami - Bachelor in Arts, Public Relations
Hampton University - Masters in Business Administration, Finance

Gary: Denver Series 65 tutor
Certified Series 65 Tutor in Denver, CO
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

Christopher: Denver Series 65 tutor
Certified Series 65 Tutor in Denver, CO
...program, I have taken some time to travel (before Covid) and begin teaching online. My expertise is in options, futures, forwards, swaps and other financial derivatives, which I studied both at Middle Tennessee State University and the London School of Economics. I gained valuable tutoring experience in university after being offered a position in the finance lab as a head tutor, and have since found that those skills have translated well to helping business students...
Education & Certification
Middle Tennessee State University - Bachelor of Science, Finance

Mary: Denver Series 65 tutor
Certified Series 65 Tutor in Denver, CO
...and the Board of Governors, serving on committees, worked on new business initiatives, recruiting and training new hires from top universities. At the time, O'Connor was the largest market maker in the U.S. financial options exchanges and had been looking to partner with a larger financial institution. The firm entered into a joint venture with Swiss Bank creating the opportunity to become part of a newly formed global team deployed as financial engineers in various...
Education & Certification
Dickinson College - Bachelor in Arts, Economics
Northwestern University - Masters in Business Administration, Finance

Nolan: Denver Series 65 tutor
Certified Series 65 Tutor in Denver, CO
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

Nicholas: Denver Series 65 tutor
Certified Series 65 Tutor in Denver, CO
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

Sebastian: Denver Series 65 tutor
Certified Series 65 Tutor in Denver, CO
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

Dana: Denver Series 65 tutor
Certified Series 65 Tutor in Denver, CO
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

Kathleen: Denver Series 65 tutor
Certified Series 65 Tutor in Denver, CO
...(CFP), Chartered Financial Consultant (ChFC), and Chartered Advisor for Senior Living (CASL), and recently became an Accredited Asset Management Specialist (AAMS). I have over 15 years of experience as a Wealth Management Professor, Financial Services Trainer, Investment Professional Coach, Financial Consultant and Registered Investment Advisor. Series 65 / 66 go to person. Passed the exam on first attempt. Then became a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC), the knowledge learned from these...
Education & Certification
The University of Texas at Arlington - Bachelor in Business Administration, Finance

Albert: Denver Series 65 tutor
Certified Series 65 Tutor in Denver, CO
...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 University's...
Education & Certification
Wuhan University - Bachelor in Arts, Broadcast Journalism
University of California-Los Angeles - Masters in Business Administration, Finance

Daniel: Denver Series 65 tutor
Certified Series 65 Tutor in Denver, CO
...in less than two years. Before graduating from ISU I took the LSAT and began applying to Law Schools. I was ecstatic to be accepted and attend our nation's oldest law school. I graduated from the College of William and Mary's School of Law in the top third of my class, which was no easy feat considering that I went into law school with one child and before I graduated I had my second. I...
Education & Certification
Illinois State University - Bachelor in Arts, Philosophy
College of William and Mary - Juris Doctor, Legal Studies

Claudio: Denver Series 65 tutor
Certified Series 65 Tutor in Denver, CO
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

Hal: Denver Series 65 tutor
Certified Series 65 Tutor in Denver, CO
...followed that as the designated options trader for a firm. I have over twenty years of teaching experience at the college and university level in addition to having served as a national educator in investments for a Fortune 20 firm. My background includes having been licensed as a Certified Public Accountant, Certified Financial Planner, Certified Trust and Investment Advisor, Regulation 144 Specialist, Retirement Planning Specialist, Certified Senior Advisor, and a variety of other qualifications. In...
Education & Certification
Frostburg State University - Bachelor of Science, Accounting and Business Management
Frostburg State University - Master of Science, Management Science

Aaron: Denver Series 65 tutor
Certified Series 65 Tutor in Denver, CO
...4, 24 and 53 licenses. To continue my pursuit of growth, I went on to earn my Certified Financial Planner (CFP) designation. A short time later, I enrolled at Kansas State University and earned a Master's degree in Personal Financial Planning. Recently, I've earned the Behavioral Financial Advisor (BFA) designation and the Retirement Income Certified Professional (RICP) designation. I've worked in several industry roles from client service, back office roles, compliance, management, personal advising and...
Education & Certification
University of Nebraska at Omaha - Bachelor of Science, Finance
Kansas State University - Master of Science, Financial Planning

Vincent : Denver Series 65 tutor
Certified Series 65 Tutor in Denver, CO
...Financial Advisor, 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

John: Denver Series 65 tutor
Certified Series 65 Tutor in Denver, CO
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
Education & Certification
University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy

Michael: Denver Series 65 tutor
Certified Series 65 Tutor in Denver, CO
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

Victoria: Denver Series 65 tutor
Certified Series 65 Tutor in Denver, CO
...passionate about 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...
Education & Certification
University of South Alabama - Bachelor of Science, Biology, General
Florida Atlantic University - Masters in Business Administration, Business Administration and Management

Kevin: Denver Series 65 tutor
Certified Series 65 Tutor in Denver, CO
...to keep the student engaged and challenged yet not overwhelmed. I use a number 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,...
Education & Certification
Truman State University - Bachelor of Science, Accounting
Washington University in St Louis - Masters in Business Administration, Finance
Private In-Home and Online Series 65 Tutoring in Denver, CO
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.
For those hoping to find a private instructor to help them prepare for the Series 65 exam in the Denver area, Varsity Tutors can be an excellent resource for connecting with a Denver Series 65 tutor. Series 65 certification can be a crucial stepping stone in a financial career. Most states consider it the bare minimum requirement for those hoping to be a registered financial adviser, while many financial companies require it of their employees before they're allowed to provide client-facing financial advice. If you're ready to invest in the next step of your financial career, working with a Denver Series 65 tutor can be a smart choice.
How can a Denver Series 65 tutor near me help me prepare for the exam?
Part of the reason the Series 65 exam can be so difficult is that it covers a wide array of complex topics. Investment advisers are expected to have a certain level of expertise when it comes to economic concepts, business information, financial vehicles, portfolio management strategies, investment strategies, tax law, regulations, ethics, and more. This is a lot of information to process, but what makes preparation for the exam so complicated is how all of those variables interact. These topics intersect in different ways depending on the client an investment adviser is working with and what their risk appetite might be. A young investor with a great deal of capital, for example, might have different objectives and risk tolerance than a much older client with far less capital. A retail client is going to think differently than an institutional investor and will be subject to different laws. These sorts of distinctions will be called into question on the exam, and you have to be ready to answer them.
Denver Series 65 tutors can help you get ready for questions just like those with a thorough review. These instructors go through a rigorous vetting process to make sure they're not only qualified to speak on all this information but have the ability to effectively teach it. They can draft a lesson plan that breaks it all down into a manageable workload that still ensures everything gets covered in a timely fashion. These sessions always take place on an individual basis, which means you can ask questions if you ever find yourself confused. This can help you solidify comprehension as you go. Even if you think you're already pretty solid on most of the subject matter, this sort of review can be helpful. At a minimum, it can refresh your memory on some of the finer points, putting the details at the forefront of your mind ahead of the exam and improving your ability to recall the information, and it may even call your attention to areas you hadn't realized were weaknesses, giving you a chance to correct course ahead of time. All in all, you can end up with a more thorough level of preparation than you would have had on your own.
Denver Series 65 tutors can also help you prepare for the test structure itself. Over the course of 180 minutes, you'll be expected to correctly answer at least 94 of 130 multiple-choice questions. Your instructor can train you for this gauntlet in two ways. First, they can work with you on strategies for tackling individual questions. This might mean tactics for whittling down answer options when you're not sure which one is correct or time management techniques to keep on pace as you navigate the questions. They can also provide question phrasing examples so you don't get tripped up by the way questions are presented. Second, the can offer up practice exams ahead of time. This is uniquely beneficial because it gives you a trial run for trying to beat the clock. Everyone performs differently under that kind of pressure, so it can't hurt to go in on the big day with a little bit of practice under your belt.
Denver Series 65 tutoring can be designed in a way that caters to your pace of learning. Your instructor can work with you to set what's known as SMART goals. These are specific, measurable, attainable, relevant, and timely goals that, taken as a whole, can serve as a roadmap for your time together. Each milestone hit can be a reminder to celebrate progress made and motivation to keep working to the next checkpoint. The entire process of setting and working towards the goals is a learning experience in and of itself, too, and the lesson can be applied to other professional and academic pursuits.
Even with these goals, Denver Series 65 tutors can be flexible when you need them to be. In a classroom setting, your teacher has a limited amount of time to cover a specific amount of material, but your Denver Series 65 tutor doesn't have to worry about sticking to a schedule. These sessions are about making the most out of your time together. If it turns out you need a little longer than you'd originally planned for to really wrap your mind around Capital Market Theory, then so be it. It takes as long as it takes, and that's ok. These sessions are about you.
Why should I consider working with a Denver Series 65 tutor near me?
Denver Series 65 tutoring offers a convenient preparation option for busy students and professionals. You don't need to worry about rearranging your work or school schedule just to race across town to make it to a class. Instead, our educational consultants work to match you with an instructor who can meet with you on your time. You get to pick where you work best. You can log on to the Live Learning Platform from anywhere you like, be that the Decker Library or the comfort of your own home, and engage with your instructor using video chat, the virtual whiteboard, and document sharing. Don't wait! Contact Varsity Tutors today to get set up with Denver Series 65 tutoring in as little as 24 hours.
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