
Kyle: Houston 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 6
- Finance
- Personal Finance
- +10 subjects

Victoria: Houston Series 65 tutor
...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 envision how their new knowledge will apply to real-life scenarios. I am also a firm proponent of education, believing it to be absolutely...
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
- Series 6
- Series 63
- Middle School Reading Comprehension
- +35 subjects

Kevin: Houston Series 65 tutor
...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 hearing from you and helping you achieve more confidence and success.
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Cost Accounting
- Series 3
- Other
- +41 subjects

James: Houston Series 65 tutor
...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 tutoring focus is on helping any age student excel at Algebra and the fundamentals of mathematics. I like to think of...
Education & Certification
- Cornell University - Bachelor of Science, Operations Research
- Cornell University - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 65
- College Economics
- Business
- Professional Certifications
- +28 subjects

Hal: Houston Series 65 tutor
...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 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...
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 24
- High School Economics
- Elementary School Reading
- +163 subjects

Brian: Houston Series 65 tutor
...I can tutor a broad range of subjects, I am most passionate about finance, FINRA exams, decision making, 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...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Six Sigma
- College Economics
- Theology
- +22 subjects

Vincent : Houston Series 65 tutor
I am a 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...
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
- Econometrics
- High School Economics
- SIE
- +14 subjects

Mark: Houston Series 65 tutor
...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 QUESTIONS. Bilingual in SPANISH P.S. I have multiple...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 65
- Test Prep
- Elementary School Math
- Series 10
- +66 subjects

Zachary: Houston Series 65 tutor
...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 of the "test world" concepts and their real world applications. If you are looking for a tutor who can break down the concepts into an easy to understand bits look...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- Series 63
- Microeconomics
- College Economics
- +11 subjects

Christopher: Houston Series 65 tutor
...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 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...
Education & Certification
- Middle Tennessee State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- AP Microeconomics
- A Level Mathematics
- Math
- +122 subjects
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- Series 65
- CIMA
- College Accounting
- Statistics Graduate Level
- +39 subjects
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- Series 65
- Professional Certifications
- FINRA - Financial Industry Regulatory Authority
- ChFC - Chartered Financial Consultant
- +1 subjects

Christy: Houston Series 65 tutor
...Executive Committee of "The International Women's Leadership Association" (TheIWLA), in June 2014. A member of "Who's Who in American Professionals and Entrepreneurs" Academic Scholar for 4 years at New York University School of Professional Studies majoring in International Economics. While in high school, I received an academic scholarship for international student exchange beating out 600 applicants. I visited The Philippines for a summer in 1976. In the business world, I worked with Merrill Lynch and...
Education & Certification
- New York University - Bachelor of Science, International Economics
Subject Expertise
- Series 65
- Elementary School
- Series 16
- Math
- +32 subjects

Michael: Houston Series 65 tutor
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
Subject Expertise
- Series 65
- Series 66
- Professional Certifications
- Economics
- +13 subjects

Claudio: Houston 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
- ACCUPLACER Elementary Algebra
- AP Microeconomics
- Econometrics
- +34 subjects
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- AP Macroeconomics
- Math
- Series 57
- +24 subjects

Dana: Houston 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
- Economics
- AP Microeconomics
- +27 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- Series 63
- Test Prep
- SIE
- +16 subjects

Jarrett: Houston Series 65 tutor
...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 playing music on my saxophone, participating in martial arts classes, and...
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
- Series 6
- SQL
- Java
- +20 subjects

Kathleen: Houston Series 65 tutor
I have the following qualifications. Certifications achieved: Tutor, Trainer, Presenter, Sales Coach. Licenses passed: Series SIE, 6, 63, 65, 7, 8, Life and Health Insurance. Designations earned: Certified Financial Planner (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,...
Education & Certification
- The University of Texas at Arlington - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- Series 27
- Series 99
- Corporate Finance
- +29 subjects
Private Series 65 Tutoring in Houston, 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.
You can get help preparing for the Series 65 exam by contacting Varsity Tutors and connecting with experienced Houston Series 65 tutors. This is a learning tool that you can rely on to help you get more out of the time that you put into studying. You'll get to learn directly from an expert who can offer you personalized guidance and feedback while you work together. Keep reading to find more information on how you can benefit from signing up for Houston Series 65 tutoring. Or, reach out to us directly if you're ready to get started with a private Series 65 instructor now.
Why should I work with a Houston Series 65 tutor near me?
Series 65 is an investment industry certification that is typically sought after by individuals who wish to become professional investment advisor representatives. In order to earn this certification, you'll need to pass the Series 65 exam. This can be a difficult test to prepare for given the wide-ranging content that it covers. Working with a Houston Series 65 tutor is an extremely effective way to get the guidance that you need to get ready for the Series 65 exam.
Broadly speaking, the Series 65 exam was created as a means of determining whether or not those who take it have the knowledge and skills that professionals in this industry need to do their work. With that in mind, the test features 130 multiple-choice questions and has a time limit of 180 minutes. You'll need to answer at least 94 of the questions correctly in order to pass and earn your Series 65 license.
There are many different topics that you'll want to review before taking this test. Some of the questions that you'll encounter while taking the Series 65 exam will focus on subjects like business economic concepts, risk types, analytical methods, and investment vehicle characteristics, among other things. You can learn more about the most challenging topics on the Series 65 exam by signing up to work with Houston Series 65 tutors. Consider reaching out to us today if you think that you would benefit from this test preparation resource.
If you do reach out to us, we'll do all that we can to connect you with an instructor that you can work with at times that fit around your existing obligations. We understand that you're likely already very busy with your personal and professional obligations. That's why we'd be happy to work with you to find a way to make Houston Series 65 tutoring work for your scheduling requirements. This flexibility is one of the key benefits of this test preparation resource.
Once you connect with your Houston Series 65 tutor, you'll be able to start working with them on our powerful Virtual Learning Platform. The platform features a number of integrated learning tools that you'll be able to use throughout the entirety of your time with your instructor. For example, you can easily communicate with them during your study sessions through the platform's live video chat. You can also interact with your instructor just like you would be able to through in-person sessions by utilizing the platform's virtual whiteboard.
Working with your instructor online can provide you with more benefits. Specifically, we'll be able to connect you with educators from across the country instead of just those from your local area. This means that you can work with a national expert instead of only the most qualified Series 65 instructors who live close enough to you to meet with you in person. Working with a national Series 65 expert can help you gain additional insight into the topics that you're learning about. It could help you take the next step towards your Series 65 preparation goals.
You also won't have to deal with commuting to and from a physical location for each of your study sessions. Instead, you'll be free to learn from anywhere that you have a steady internet connection. This could be your home, at the Central Library, or anywhere else that you enjoy learning. This adds another layer of flexibility to this learning tool. You can even devote the time that you save from not having to commute to studying for your upcoming exam.
Your educator can work with you to identify your strengths and weaknesses as they relate to the Series 65 exam. Then, they can use that information to create a personalized lesson plan for you to follow. You can get assistance with the topics that are the most challenging for you and can take your time working through them. Throughout this process, your needs will be all that your Houston Series 65 tutor needs to focus on since you'll work with them in a one-on-one setting. This level of personalization is hard to find in other academic opportunities.
Houston Series 65 tutors are even able to alter the instructional methodologies they use based on the learning style of the individual they're currently working with. For example, if you're someone who learns best by doing, then your instructor can provide you with sample Series 65 problems to work through. Completing these will give you the chance to see what your real test will be like. It can also give you the opportunity to correct any mistakes that you make before you encounter the exam. Your educator can also lead you through in-depth discussion and help you create and review flashcards among other things.
How can I find a Houston Series 65 tutor near me to work with?
Preparing for the Series 65 exam can be a difficult thing to do. However, you don't have to go through it alone. Instead, why not sign up for Houston Series 65 tutoring? You can quickly connect with a private instructor by reaching out to Varsity Tutors today. We can help you find an experienced educator to work with who can support you academically while also respecting your scheduling needs. This could be just what you need to enhance the efficiency and effectiveness of your entire test preparation process. We hope to hear from you soon.
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.