Casey: Jacksonville Series 65 tutor
...broker. I have developed a passion for training others and helping them gain the knowledge they need to grow within their careers. While I have most of my experience in the business world, I believe that a strong understanding in Math can lay the groundwork for building the life of your dreams. In my spare time, I enjoy cooking, travel, spending time with my family, strength training, and learning new skills that enrich my life...
Education & Certification
- Florida Atlantic University - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Probability
- Series 63
- Series 7
- +25 subjects
John: Jacksonville 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 66
- Other
- Professional Certifications
- +10 subjects
Kyle: Jacksonville 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
- SIE
- Finance
- +9 subjects
Albert: Jacksonville Series 65 tutor
...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 Chinese partner and a Top 10 university there. I wish my experience, knowledge, and expertise would assist you...
Education & Certification
- Wuhan University - Bachelor in Arts, Broadcast Journalism
- University of California-Los Angeles - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- SAT Subject Test in Chinese with Listening
- GMAT Quantitative
- GMAT Verbal
- +46 subjects
David: Jacksonville Series 65 tutor
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- Series 24
- Series 63
- History
- +16 subjects
Prince: Jacksonville Series 65 tutor
I am a CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant & Charted Retirement Planning Counselor. I love personal finance and hope you will too!
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- Series 65
- CFP
- ChFC - Chartered Financial Consultant
- Professional Certifications
- +1 subjects
Aleta: Jacksonville Series 65 tutor
...have passionately seen my primary role as an educator. This is equally important to me as a tutor. During my career, I obtained the Certified Series 7, 6, 63, and 65 and the Life, Health, Annuities and Variable Contracts Producer License within various states. I also hold an MBA in finance. Currently, I own a financial consulting firm and provide financial coaching, financial education and advising. The key to success with my clients and to...
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- SIE
- Series 63
- Insurance License
- +10 subjects
Michael: Jacksonville 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 7 - General Securities Representative Exam (Stockbroker)
- High School Economics
- Series 7
- +13 subjects
Daniel: Jacksonville Series 65 tutor
...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 their learning styles and goals. Outside of Academia a few passions of mine include video gaming with my children,...
Education & Certification
- Illinois State University - Bachelor in Arts, Philosophy
- College of William and Mary - Juris Doctor, Legal Studies
Subject Expertise
- Series 65
- College English
- Accounting
- World Religions
- +53 subjects
James: Jacksonville Series 65 tutor
...Business Administration (MBA) in just one additional year, also at Cornell. Upon graduation, I applied my knowledge as a management consultant to Fortune 500 companies in many different industries, primarily in the role as a process and profit 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...
Education & Certification
- Cornell University - Bachelor of Science, Operations Research
- Cornell University - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 65
- Financial Accounting
- Middle School Math
- College Accounting
- +23 subjects
Claudio: Jacksonville 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
- IB Business & Management
- Series 7
- Series 63
- +34 subjects
Eric: Jacksonville Series 65 tutor
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.
Education & Certification
- Appalachian State University - Bachelor of Science, Psychology
- University of Hartford - Master of Science, Industrial and Organizational Psychology
Subject Expertise
- Series 65
- Business
- Series 7
- Series 63
- +16 subjects
Mark: Jacksonville Series 65 tutor
...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 testimonials from...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 65
- A Level
- Adult ESL/ELL
- Managerial Accounting
- +64 subjects
Nhan: Jacksonville Series 65 tutor
...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 resources. By identify what works for each student, I will provide a unique learning framework for each session, so...
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
- CPA
- Geometry
- Macroeconomics
- +78 subjects
Ari: Jacksonville Series 65 tutor
...have 20+ years in finance and 10 year old twins.. Education is the primary institution to improve our world, in my belief. Helping others is second and both of these are what you will find in me. I have acquired 8 FINRA licenses throughout my career and never have failed a test. I know what the test makers are looking for and their tactics. My education is unique compared to any large organization (kaplan, stc,...
Education & Certification
- Tulane University of Louisiana - Bachelor in Arts, History
Subject Expertise
- Series 65
- CLEP
- Medicine
- High School Level American History
- +254 subjects
Kevin: Jacksonville Series 65 tutor
...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 comfortable study space, I work...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Business
- Cost Accounting
- Other
- +41 subjects
Brian: Jacksonville Series 65 tutor
...in the military). Either professionally or as a personal interest I have tutored, mentored, and coached young and experienced adults in select academic topics, select professional exam pre test materials, soft skills, technical skill building, performance improvement, decision making, financial literacy, and leadership. While 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...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- College Economics
- Series 9
- Business
- +22 subjects
Christian: Jacksonville Series 65 tutor
...Chapel Hill, where I received a Bachelor of Arts with a double in Economics with Highest Honors and Russian. During my senior year, I wrote a Thesis surrounding how EU and US sanctions affected wages within the Russian labor market and am currently aiming to publish my research. Since graduation, I have received my Series 7, Series 63, and SIE certificates in order to work as a Financial Professional. Furthermore, I am currently aiming to...
Education & Certification
- University of North Carolina at Chapel Hill - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- Personal Finance
- SSAT
- Series 82
- +33 subjects
Gary: Jacksonville 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
- Psychology
- Elementary School Reading
- Series 86
- +65 subjects
Kathleen: Jacksonville Series 65 tutor
...(CFP) and Chartered Financial Consultant (ChFC), the knowledge learned from these designations exceeds the requirements for the exam. My passion for teaching is revealed by sharing real world stories, test taking tips, and various ways to help you retain the material. Students have told me my tutoring style is energetic, fun, and engaging. Track record of success helping new and experienced professionals pass their exams and earn their professional designations. I am excited about the...
Education & Certification
- The University of Texas at Arlington - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- Series 9
- Series 3
- Series 27
- +25 subjects
Private Series 65 Tutoring in Jacksonville, FL
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.
Varsity Tutors can set you up with an experienced Jacksonville Series 65 tutor in as little as 24 hours if you are preparing for the Uniform Investment Adviser Law Examination. Otherwise known as the Series 65, this test is a requirement for licensure as an investment adviser representative. It covers laws and regulations as well as ethics, portfolio management, retirement planning, and an adviser's fiduciary responsibilities. The exam assesses your abilities and the knowledge required to provide sound investment advice to clients, so your performance can have a huge impact on your potential career. It can be challenging, which is why Jacksonville Series 65 tutoring can be worth investing in. Continue reading to learn more about how it can help you reach for your goals.
What are some advantages of working with a Jacksonville Series 65 tutor near me?
By working with a private instructor, you can receive one-on-one assistance with your test prep. Your mentor can spend the time needed to cover the most challenging subjects. If you are uncertain about any topic, your instructor can discuss it from a different angle or apply other learning tools. There is no rigid curriculum. Your Jacksonville Series 65 tutor can make changes as they see fit so that customized study sessions can be created with your needs in mind. They can measure your progress at every step, address any mistakes on the spot, and continue with a topic until you're comfortable with it.
Jacksonville Series 65 tutors can also move at a pace that's comfortable for you. They can apply a variety of exercises to help deepen your understanding of the material, and can also account for your individual learning style. Teaching and reviewing on this level can help you study more efficiently. Whether you're more of an auditory or visual learner, your mentor can apply the most appropriate instructional methods to help you prepare for your exam. It can help recall information during the test and improve your confidence.
What topics can Jacksonville Series 65 tutors review with me?
The Series 65 is a comprehensive exam that assesses your understanding of many concepts. These include basic economic concepts such as monetary/fiscal policies, inflation, interest rates, and economic indicators. If necessary, your instructor can review the underlying economic principles you need to know. Other important topics include financial reporting, types of risk, and analytical methods like time value of money concepts, descriptive statistics, and valuation ratios. Perhaps you have a strong understanding of these but need help understanding the characteristics of different investment vehicles such as fixed-income or equity securities. Your instructor can focus your study time on these to fill in any learning gaps or provide an in-depth review to prepare you for the exam.
Investment types and the recommendations and strategies you can apply when working with a client, whether an individual, business entity, estate, or foundation, can be covered as well. There is a wide range of concepts and topics to know here, not to mention the laws and regulations pertaining to ethical business practices. Coverage of these and other topics can be supplemented by strategies such as memorization tricks and roleplaying. It can help to memorize information, but you also need to know how to interact with customers, which your Jacksonville Series 65 tutor can help with by providing the opportunity to play the part of a customer or adviser before your career even begins.
Can a Jacksonville Series 65 tutor teach me test-taking strategies?
Private mentors are equipped to help you understand every aspect of becoming an investment adviser. To further help in your journey, they can demonstrate effective strategies for approaching the exam. The Series 65 is 180 minutes long, with 130 multiple-choice questions. This question format has some distinct advantages and pitfalls. For example, the right choice is in front of you somewhere, but you must know the information to have a real shot at choosing the right answer. The process of elimination is one method that can help if you are unsure about something. Reading the question carefully and eliminating the least likely answers can help you move along more efficiently.
The Series 65 is relatively straightforward. But your instructor can provide advice based on their experience to help you know what details to look for. Their guidance can steer you towards using your time during the test more efficiently. Jacksonville Series 65 tutors can also employ practice tests to help you become familiar with the format and how the test-environment is structured, so you know what to expect. Practice questions with the types of content you'll be tested on can help your mentor identify areas of opportunity, and what to cover to help build your understanding of the material.
How can I get started with a Jacksonville Series 65 tutor near me?
Jacksonville Series 65 tutoring is often seen as a potential scheduling conflict. We have found a way around this by allowing you to study with a Jacksonville Series 65 tutor online, using our proprietary Live Learning Platform. You and your instructor don't need to live near one another, and you can study from home or a convenient location like the San Marco Branch of the Jacksonville Public Library. Also, we'll find you a tutor who can match your availability.
Our platform allows for instruction that's of a high level of quality. It includes video chat so you and your instructor can meet face-to-face and a virtual whiteboard that helps them relay information on each subject. A shared document editor lets you work on assignments and gives your mentor an opportunity to correct mistakes and lead by example. To top things off, every session is recorded. You can access lessons later to review the information and refresh your memory.
Finding Jacksonville Series 65 tutors on your own can be challenging and time-consuming. Varsity Tutors can locate a private instructor with the knowledge and skills to help you prepare. We look forward to helping you get set up with Jacksonville Series 65 tutoring and 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.