Award-Winning Series 65 Tutors in Indianapolis, IN

...MBA Candidate, 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!

...prepare the students while keeping it fun. I have 18 years Financial Services experience as both a retail financial advisor as well as a wholesaler, Sales Manager and Insurance broker. One of the things I try to teach all my students is how to approach the exam. I've been fortunate to pass every professional exam I've taken the first time and I teach my students the same process I used over the past 18 years.

...record of training, developing, tutoring, and mentoring professionals with a fortune 50 company and small businesses over the last 15 years. Track record of success helping professionals excel in their careers by tutoring them one on one. Designations held: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Advisor for Senior Living (CASL). Securities Licenses held: Series 6, 63, 65, 7, 8, Life Insurance and Health Insurance. I am a certified Trainer, Presenter, and...

...subjects with a focus on math, science, history, government, geography, accounting, finance and related business topics. One of my goals for each tutoring session is 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...

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!

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.

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.

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

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.

...from The Ohio State 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,...

My passion is helping to educate my clients in the areas they need assistance with. As a financial advisor and investment advisor representative, this is what I do on a daily basis, and I look forward to helping you accomplish your goals.

...operations. The environment was dynamic, highly demanding, requiring laser focus, preparation and stamina. An integral member of the firm, collaborating with other member firms 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...

...can use to change the world, said Nelson Mandela. I believe that curiosity and education are key to individual growth and personal freedom in all aspects of life; that teachers can have a lasting impact on students and that each generation can build upon the knowledge and experience of the preceding one so that individuals can help society evolve into a more just and equitable place. I believe that the individual is the foundation of...

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)

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!

...industry for over 20 years and have a good understanding of many different areas. I will do my best to help the student by simplifying the material and using everyday tasks as examples. Exams I have taken (and passed on the first try): Series 7 (General Securities), Series 24 (General Securities Principal), Series 4 (Registered Options Principal), Series 27 (Financial and Operations Principal), Series 53 (Municipal Securities Principal), Series 66 (Investment Advisor Representative) and PA...

...professional and have working in investment banking (including research) for many years. In addition, I have been tutoring test prep for specific standardized assessments for professional certifications (FINRA exams), admissions to undergraduate, graduate, and professional schools for 15 years or so, and my students have found my method quite effective. I also tutor some subjects: math, English (including grammar), and writing. I am eager to work with students who are falling behind as well as...

...your goals! whether it's memorization, habits or testing strategy I am here to work with you! After attending Stetson U and receiving a Bachelors of Science I was in management in investment banking and real estate brokerage. I have taught Ethics and Standards of Practice at a career college for several years...but my favorite teaching experience is the one-on-one tutoring - I like the reward of a true connection that helps! My favorite subjects...

I help new hires pass their Series 7, 63, 66, or 65 on the first shot. I hone in on the weaknesses in your acumen, and prepare you so you have the confidence you need when you go to test.