
Joseph: Milwaukee Series 65 tutor
...if you want to learn how to make money the right way, build wealth and protect it, hire me! I'm a CFP and professional money coach who has been helping people and families make smarter money choices since 1983. With nearly four decades of private client advisory, teaching, training and coaching experience, I specialize in personal finance instruction, and I look forward to helping you realize all of your financial dreams. Cheers! Joe
Education & Certification
- Community College of Allegheny County - Associate in Arts, Liberal Arts and Sciences
Subject Expertise
- Series 65
- Personal Finance
- Public Speaking
- Series 24
- +12 subjects

Michael: Milwaukee 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
- High School Accounting
- High School Business
- Series 6
- +13 subjects

Ben: Milwaukee 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
- Series 5 - Interest Rate Options Exams
- Series 7
- CFA - Chartered Financial Analyst - Level 1
- +33 subjects

Kevin: Milwaukee Series 65 tutor
...passion for teaching comes from a life long passion for learning. Im a Masters Degree graduate of Washington University in St. Louis (Olin School of Business: Finance emphasis) and also received my Bachelor of Science in Accounting from Truman State University. Both students and parents say that I 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...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- High School Accounting
- Management
- Accounting
- +41 subjects

Gary: Milwaukee 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
- Series 6
- Series 15 - Foreign Currency Options Exam
- Series 28
- +65 subjects

Donald: Milwaukee Series 65 tutor
...show that education CAN BE fun and that it can open many doors for you in life.... it's just all about perspective! I attended the United States Naval Academy and was a linebacker for the football team from 2011-2015. I earned my Bachelors of Science in History. 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...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Business
- High School Accounting
- Elementary School Math
- +35 subjects

Dana: Milwaukee 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 Business
- High School Geography
- Macroeconomics
- +27 subjects

Marcus: Milwaukee Series 65 tutor
...put forth the highest quality tutoring program. I currently have the Series 6, 63 and 65 licenses and have been licensed since 2006. I have successfully helped over 100 people pass licensing tests from insurance to securities through a comprehensive structured learning style made to adapt to all learning styles. I use a very organized, efficient approach to teaching including a mixture of test simulations, on-demand videos, and book review to enhance the student experience....
Education & Certification
- Indiana University-Bloomington - Current Undergrad Student, Criminal Justice
Subject Expertise
- Series 65
- Professional Certifications
- Cryptocurrency
- Series 6
- +3 subjects

Eric: Milwaukee 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
- College Accounting
- Series 52
- Series 6
- +16 subjects

James: Milwaukee Series 65 tutor
...able to accelerate the completion of my Master of 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...
Education & Certification
- Cornell University - Bachelor of Science, Operations Research
- Cornell University - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 65
- Pre-Algebra
- Math
- Mathematical Optimization
- +23 subjects

Brian: Milwaukee Series 65 tutor
...Portland State University. I received a Bachelor of Science with honors in Finance and Law. I also received a certificate in Black Studies with honors. I have a graduate degree from the Stonier Graduate School of Banking as well. I started a financial consulting business while in 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...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Personal Finance
- College Business
- Economics
- +22 subjects

Mark: Milwaukee Series 65 tutor
...The 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...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 65
- Managerial Accounting
- Spanish 4
- Essay Editing
- +64 subjects

Christian: Milwaukee Series 65 tutor
...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 take the CFA Level I Exam in February 2021. My passion for economics stems from my...
Education & Certification
- University of North Carolina at Chapel Hill - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- CLEP
- Expository Writing
- International Business
- +33 subjects

Kathleen: Milwaukee Series 65 tutor
...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, 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...
Education & Certification
- The University of Texas at Arlington - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- Series 3
- Series 27
- Series 4
- +25 subjects

Vincent : Milwaukee Series 65 tutor
...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
- Series 7 - General Securities Representative Exam (Stockbroker)
- Personal Finance
- Finance
- +14 subjects

Victoria: Milwaukee Series 65 tutor
...2-15. I am 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...
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
- Exam IFM - Investment and Financial Markets
- Macroeconomics
- Professional Certifications
- +35 subjects

Warren: Milwaukee 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
- Series 66
- Series 22
- Series 86
- +21 subjects

Kyle: Milwaukee 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
- FINRA - Financial Industry Regulatory Authority
- Series 63
- Series 6
- +9 subjects

Hal: Milwaukee Series 65 tutor
...spiritual. Learning is unique to each person and each person, who has the interest, will benefit from the best possible learning situation that can be provided and consequently contribute to the whole of society. No one method applies to all. It is my goal to focus on the 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...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 65
- Insurance License
- Middle School Writing
- Series 57
- +146 subjects
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- Series 65
- ChFC - Chartered Financial Consultant
- FINRA - Financial Industry Regulatory Authority
- CFP
- +1 subjects
Private Series 65 Tutoring in Milwaukee, WI
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.
If you're in the Milwaukee area and seeking help preparing for the Series 65 exam, Varsity Tutors can set you up with a top tier Milwaukee Series 65 tutor. The Series 65 exam is not an easy one to pass, but it does open the door to a number of professional opportunities. The majority of state agencies require you to pass the exam to become a registered investment adviser, and many financial companies require the same if you're to be involved with client-facing investment advice. If you'd like to pursue a career in investment strategy, portfolio management, compliance, communications, or marketing, pursuing your Series 65 can be essential, and working with a Milwaukee Series 65 exam tutor can be a wise investment.
How can a Milwaukee Series 65 tutor near me help me get ready for the exam?
The Series 65 exam is difficult, in part, because of the vast amount of information covered by the test. It's supposed to assess your ability to competently and responsibly provide guidance to investors of various types on investment decisions relative to different economic conditions, business information, financial instruments, portfolio types, investment strategies, estate planning, goals, tax regimes, regulations, laws, and more. This not only requires expertise on a wide variety of topics but the ability to understand how these topics intersect and interact and strong judgment when evaluating the information on behalf of distinct clients with often wildly differing needs, capabilities, and aims. For example, an elderly couple with modest savings is going to have concerns that are very different from an institutional investor operating with a large endowment on behalf of a non-profit that advocates for political campaigns. These sorts of distinctions are highlighted by the exam and must be taken into consideration in your review.
Milwaukee Series 65 tutors can help you with this sort of review. They're put through rigorous vetting to ensure they have the expertise necessary to not only cover all the material but effectively communicate all the various nuances you'll encounter along the way. They can build a lesson plan that breaks down what can seem like a daunting mountain of information into a much more easily managed schedule of work that covers all your bases. Because these are individual study sessions, you'll have the opportunity to ask questions as they come up and gain clarity on complicated topics in a way that might not have been available had you been preparing on your own. Even if you think you're pretty well prepared already, this sort of review can be helpful. It can refresh your memory on all the particulars and place those details at the forefront of your mind heading into the test, improving your recall when you need it most. You might find there are areas where you could benefit from some additional studying, too, giving you a chance to shore up your comprehension before you're tested on it.
Milwaukee Series 65 tutors can prepare you to apply this knowledge to the structure of the exam, too. The test consists of 130 multiple-choice questions. You must answer 94 of these correctly in 180 minutes in order to pass. Your instructor can help you get ready to do so in a few ways. First, they can familiarize you with what these questions might look like. Even if you know the material backward and forwards, you could get tripped up by phrasing that seems confusing. If you've seen questions phrased in similar ways beforehand, though, you can be better prepared to demonstrate your understanding. Second, your Milwaukee Series 65 tutor can introduce strategies that help you perform better on the exam. They can show you tactics for improving your odds when faced with a question you don't immediately know the answer to, like eliminating answers you know are wrong to give you a better shot at picking the right answer. They can help you cultivate better time management skills, too, so you don't get caught up in the stress of the exam and run out of time. Third, Milwaukee Series 65 tutors can present you with practice tests. One of the difficult parts with a test like this is there's a lot of pressure involved. Between the time constraints and the stress of knowing what's riding on the results, it can be easy to get overwhelmed. Taking a few shots at a practice test can help build your confidence ahead of the big day.
Milwaukee Series 65 tutoring can be structured in a way that drives accountability. Your Milwaukee Series 65 tutor can work with you to set what's known as SMART (specific, measurable, attainable, relevant, and timely) goals. These, in turn, can serve as a plan of attack for your studies, a measure of progress as you go, a reminder to celebrate that progress along the way, and motivation to keep reaching for that next milestone as you go. The entire process comes with the added benefit of having applications beyond Series 65 preparation, being useful in other academic and professional pursuits.
How can I get started working with a Milwaukee Series 65 tutor near me?
Milwaukee Series 65 tutoring offers a flexible preparation option for busy students and professionals that lets you study where and when makes sense for you. You won't have to rush across town to make it to a class or rearrange your schedule to somehow make things work. Our educational consultants seek out instructors whose schedules already mesh with your own. You can work wherever you have internet access. Whether you prefer a dark corner of the Milwaukee Public Library or the light of your own dining room table, all you have to do is log on to the Live Learning Platform to connect with your instructor using video chat, the virtual whiteboard, and document sharing.
It doesn't matter if you're a financial professional or recent college graduate. If you're ready to get serious about Series 65 exam preparation, contact Varsity Tutors today to get set up with Milwaukee Series 65 tutoring in as little as 24 hours.
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.