
Vincent : Indianapolis Series 65 tutor
...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 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
Subject Expertise
- Series 65
- Statistics
- Business
- Math
- +14 subjects

Brian: Indianapolis Series 65 tutor
...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 a personal interest...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Religion
- Series 9
- College Business
- +22 subjects

Aleta: Indianapolis Series 65 tutor
...education and advising. The key to success with my clients and to helping you PASS YOUR EXAM is providing an understanding of the "why." There are many proven techniques I will use based on this concept. I am very 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 YOUR EXAM. I look forward...
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Managerial Accounting
- Series 63
- Professional Certifications
- +10 subjects

Kyle: Indianapolis 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
- Professional Certifications
- Series 7
- Algebra
- +9 subjects
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- Series 65
- CFP
- FINRA - Financial Industry Regulatory Authority
- ChFC - Chartered Financial Consultant
- +1 subjects

John: Indianapolis 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
- Series 9
- Finance
- CPA
- +10 subjects

Hal: Indianapolis Series 65 tutor
...individual, adapt my methods to their needs, and inspire them to succeed. I enjoyed a nearly thirty-year career in financial services where I worked as a financial planner, wire-house broker (stockbroker), trust advisor, and wealth advisor. I worked the broker-dealer channel, the bank channel, and the independent channel. I developed and took an introducing brokerage firm through the entire FINRA (then NASD) creation and registration process. I attended what was then a week-long Brokers Option...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 65
- High School Business
- Photoshop
- Data Analysis
- +146 subjects

Daniel: Indianapolis Series 65 tutor
...where I went through many changes in majors and enjoyed taking a wide variety of classes. After several eventful years at USF, I received an opportunity to move to Illinois and fix up and restore a century old farm house that my mother was born in. After the move, I discovered I could not complete a degree with USF through distance learning so I went an obtained my Associates Degree in Science at Heartland Community...
Education & Certification
- Illinois State University - Bachelor in Arts, Philosophy
- College of William and Mary - Juris Doctor, Legal Studies
Subject Expertise
- Series 65
- SAT Reading
- Social Sciences
- Middle School Reading
- +53 subjects

Nhan: Indianapolis Series 65 tutor
...University and a Masters in Finance and Economics from Ohio University. Currently I am in 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....
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
- Accounting
- Pre-Algebra
- CLEP
- +78 subjects

Ben: Indianapolis 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
- AP Macroeconomics
- Test Prep
- Languages
- +33 subjects
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- Stock Trading 101: Investing Basics
- SIE
- CPA
- +14 subjects

Warren: Indianapolis Series 65 tutor
I have enjoyed and prospered for 40 years in the security industry. If I can help another person have the same success then I have truly accomplished something. I attended the University of Illinois but my life education is from experience running brokerage and registered investment advisory firms. My approach to training starts with an understanding of the individual's needs from there we can structure an approach around the unique needs of each individual.
Education & Certification
- College of Financial Planning - Associate in Arts, Financial Planning
Subject Expertise
- Series 65
- ISEE- Upper Level
- Series 7
- Series 99
- +21 subjects

Gary: Indianapolis 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
- Microeconomics
- Economics
- Series 4
- +66 subjects

Christopher: Indianapolis Series 65 tutor
...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 more detail and computational abilities as the students progress. While I also tutor other subjects including Spanish and College English,...
Education & Certification
- Middle Tennessee State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- High School Business
- College English
- A Level Accounting
- +72 subjects

Albert: Indianapolis Series 65 tutor
...my strongest subjects are GMAT, GRE, and SAT. I am particularly good at coaching Maths, Verbal, and Writing skills. 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...
Education & Certification
- Wuhan University - Bachelor in Arts, Broadcast Journalism
- University of California-Los Angeles - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- GRE Analytical Writing
- SAT Subject Tests
- IB Business & Management
- +46 subjects

Kevin: Indianapolis Series 65 tutor
...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 able to provide you real life examples to help understand the value of learning the topics I tutor you with. I specialize in tutoring a broad range of subjects with a focus on math, science, history, government, geography, accounting, finance and related business...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Intermediate Accounting
- History
- Math
- +41 subjects

James: Indianapolis Series 65 tutor
...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 tutoring focus is...
Education & Certification
- Cornell University - Bachelor of Science, Operations Research
- Cornell University - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 65
- Finance
- Algebra
- College Math
- +23 subjects

Donald: Indianapolis Series 65 tutor
...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 are expected to...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- ChFC - Chartered Financial Consultant
- Personal Finance
- Algebra
- +35 subjects

Victoria: Indianapolis Series 65 tutor
...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 of my students.
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
- Middle School Reading
- Series 6
- Other
- +35 subjects

Dana: Indianapolis 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
- High School Geography
- Elementary School Reading
- High School Business
- +27 subjects
Private Series 65 Tutoring in Indianapolis, IN
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.
Contact Varsity Tutors to connect with an Indianapolis Series 65 tutor. Passing the Series 65 exam, also called the Uniform Investment Adviser Law Examination, is typically a prerequisite to obtaining a license as an Investment Adviser Representative (IAR). Investment advisers make investment recommendations and conduct securities analysis. Since the exam covers a wide variety of topics, reviewing on your own may not be enough. Indianapolis Series 65 tutoring can make it easier for you to prepare for the topics covered on the exam.
What are some of the advantages of working with Indianapolis Series 65 tutors?
Reviewing for the exam under the guidance of a private instructor allows you to study at your preferred pace. You can skip past topics you're already familiar with and spend more time on concepts that are not yet clear to you. Since this type of instruction is one-on-one, you can receive feedback instantly. Do not hesitate to ask questions if you need clarification on any topic. Plus, your mentor can help you develop effective study habits that can make your review process smoother.
Indianapolis Series 65 tutors can provide a customized learning experience based on your specific needs. They can design study sessions based on your preferred learning style to improve study efficiency. For instance, your instructor can use flashcards, infographics, or other visual aids if you're more of a visual learner, and discussion-based sessions if you're an auditory learner. This can help you understand concepts and recall information more easily.
Indianapolis Series 65 tutoring can save you time, money, and effort. Since sessions are conducted online, you don't have to commute or deal with rush hour traffic. You can attend from anywhere - your home, the Indianapolis Central Public Library, your favorite hangout, or any other location that has a reliable internet connection.
Sessions are conducted using the Live Learning Platform, which is equipped with a virtual whiteboard as well as video chat to facilitate learning. Additionally, it has a shared document editor that you and your instructor can use. You can also use session recording to watch past sessions and review concepts that were taken up previously. There are also practice problems that you can work on to have a better idea of what to expect for the Series 65 exam.
What topics can Indianapolis Series 65 tutors review with me?
The Series 65 exam will test your knowledge of investing principles and state law governing investment advisers. The exam covers topics that are necessary to provide investment advice to clients, such as laws, regulations, ethics, retirement planning, fiduciary responsibilities, and portfolio management. The exam is developed by the NASAA (North American Securities Administrators Association) and administered by the FINRA (Financial Industry Regulatory Authority).
Among the topics your Indianapolis Series 65 tutor can discuss are fundamental economic concepts. These include economic indicators such as Gross Domestic Product (GDP), trade deficit, the balance of payments, and the Consumer Price Index (CPI). They can discuss inflation, interest rates, monetary, and fiscal policies. Your instructor can also explain global and geopolitical factors like sovereign debt, currency valuation, and the effect of exchange rates on investment returns.
Indianapolis Series 65 tutoring can also cover the different types of fixed income securities like corporate bonds and government securities. Your instructor can also discuss the different types of equity securities such as common stock and preferred stock. Furthermore, he or she can teach you different methods to determine the value of equity securities such as technical analysis and fundamental analysis.
Your mentor can also discuss other types of investments such as life insurance, annuities, commodities, precious metals, and real estate investments. You should also evaluate the profile of prospective clients, their financial goals and objectives, financial situation, risk tolerance, and time horizon.
If you need to refresh your memory about accounting fundamentals and financial reports such as balance sheet, income statement, statement of cash flow, corporate SEC filings, and annual reports, your private mentor can help with that as well.
There are so many topics to cover for the Series 65 exam. Reviewing all of these on your own can be challenging. That's why you should consider private Series 65 tutoring to make test prep easier for you.
Can an Indianapolis Series 65 tutor near me share test-taking strategies?
The Series 65 examination is quite lengthy, consisting of 130 multiple-choice questions. It will test not just your knowledge and skills, but your mental stamina as well. To help you in this area, your instructor can share mindfulness strategies to help you focus and concentrate on the exam.
To pass the Series 65 exam, you must answer 94 out of the 130 questions correctly. Among the techniques your mentor can teach you is how to exclude incorrect answers through the process of elimination. This strategy can help you make an educated guess and boost your chances of selecting the correct answer.
You have 180 minutes to complete the Series 65 exam. Your mentor can teach you how to properly allocate time for each question. They can remind you not to devote too much time on difficult questions that you won't have sufficient time to go through the others. Your instructor can teach you how to go through the questions more efficiently so you can finish the test on time.
How can I find an Indianapolis Series 65 tutor near me?
Varsity Tutors can help you find an Indianapolis Series 65 tutor who is knowledgeable about the content and format of the exam. Investing in a comprehensive test prep can boost your confidence as you progress in your knowledge. Becoming a licensed Investment Adviser Representative can increase your chances of being employed in the financial industry. If you are planning to take the Series 65 exam, we can help you find a private tutor who has the necessary knowledge and skills and is willing to work according to your preferred schedule. Reach out to our educational consultants right now so you can connect with a tutor and start reviewing for the Series 65 exam.
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.