
Konnor: Minneapolis Series 65 tutor
...a passion for helping others. I have been in the Financial Planning Industry for 4 years and have acquired multiple Series certifications as well as passing the CFP exam. Throughout my time in the industry I have grown accustom to breaking problems down, and explaining complex situations to help educate clients and co-workers. I would love nothing less to continue educating those who are pursuing a similar path! Let me know how I can help...
Education & Certification
- Gustavus Adolphus College - Bachelor in Arts, International Business
Subject Expertise
- Series 65
- Series 57
- Series 86
- Series 79
- +11 subjects

Nancy: Minneapolis Series 65 tutor
...college economics major with an MBA, and as former investment banker with many years of experience there (now retired), I enjoy teaching finance, accounting, and econ as well as the various secrutities licensing tests. But my avocations are history and literature and I love teaching them as well--whether through assisting with regular school homework and test preparation, or through SAT/ACT prep, or through AP/SAT subject test prep in English Literature, Human Geography, or American or...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- SAT Subject Test in World History
- ACT Writing
- ISEE-Upper Level Writing
- +81 subjects
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Human Resources
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- +24 subjects

Jarrett: Minneapolis Series 65 tutor
...In 2012 I received my Master's in Business Administration and my life hasn't been the same since. After graduation I began a career in finance and banking. Along the way I have been a financial advisor, licensed stock broker, and a district executive for a regional 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...
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
- College Economics
- Finance
- Math
- +20 subjects

James: Minneapolis Series 65 tutor
...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 mathematics based, to make better business decisions. As a result, I believe Algebra is essential to long-term mathematics learning, knowledge,...
Education & Certification
- Cornell University - Bachelor of Science, Operations Research
- Cornell University - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 65
- College Accounting
- Math
- Accounting
- +23 subjects

Brendan Daniel : Minneapolis Series 65 tutor
...minor in Economics. Since graduation, I worked in asset management as a portfolio manager while pursuing my CFA, and recently founded my own firm. Currently, I am a level 3 CFA candidate and portfolio manager for my digital asset hedge fund. I focus on the fund's DeFi investment strategy, blockchain research, and protocol risk management. I am a firm believer in bringing the practical application of subjects to education. What you are learning isn't all...
Subject Expertise
- Series 65
- Programming Languages
- Productivity
- Series 3
- +56 subjects

Zachary: Minneapolis Series 65 tutor
...and an agent of a broker dealer. I work for a large firm in the industry and give investment advice to our high networth clients between 250k-5MM in assets. I passed the SIE and Series 65 will I was still in college and was put through 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...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- SIE
- Series 63
- Series 24
- +5 subjects

Victoria: Minneapolis Series 65 tutor
...I am a Certified Financial Planner. I also have several industry licenses; series 7, 66, 51, 24, and 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...
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 24
- Other
- Series 23
- +35 subjects

Claudio: Minneapolis 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
- Spanish 1
- Spanish 2
- ACCUPLACER Elementary Algebra
- +34 subjects

Eric: Minneapolis 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
- Series 7
- Accounting
- Series 10
- +16 subjects

Vincent : Minneapolis Series 65 tutor
...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 get...
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
- Other
- Finance
- Personal Finance
- +14 subjects

Hal: Minneapolis Series 65 tutor
...creation and registration process. I attended what was then a week-long Brokers Option Course at the Chicago Board of Options and followed that as the designated options trader for a firm. I have over twenty years of teaching experience at the college and university level in 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,...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 65
- English
- ISEE- Middle Level
- Statistics
- +147 subjects

Mary: Minneapolis Series 65 tutor
...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 a joint venture...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 37
- Econometrics
- Middle School Reading
- +95 subjects

Nhan: Minneapolis Series 65 tutor
...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, Finance and General...
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
- Applied Mathematics
- Study Skills
- Differential Equations
- +78 subjects

Blake: Minneapolis Series 65 tutor
...has helped me in my life and career the most: someone coming alongside me and helping me with things I didn't even know I didn't know. I strive to teach and help in a relevant, understandable, and helpful way. I attended Oakland University on a full-tuition academic scholarship and majored in finance and minored in accounting. After working in the financial planning industry for 4 years, I became one of the youngest CFP Professionals in the...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- Microeconomics
- Professional Certifications
- ACT Writing
- +71 subjects
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- Series 65
- CFP
- Professional Certifications
- FINRA - Financial Industry Regulatory Authority
- +1 subjects

Michael: Minneapolis 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
- High School Business
- Economics
- +13 subjects

Mark: Minneapolis Series 65 tutor
...like to help people pass: The Series # 7 - # 63 - # 65 & # 66 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...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 65
- Spanish 3
- Spanish 4
- Web Design
- +65 subjects

Donald: Minneapolis Series 65 tutor
...academically but I was pushed as a leader. You are expected to develop your own leadership style and practice it every day. I held numerous instructor and leadership positions while at the Naval Academy and found my love for teaching. Upon graduation, I was commissioned into the United States Marine Corps my job as a Financial Manager. My passion for finance was sparked once I began my work as a financial manager. I applied for...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 66
- ChFC - Chartered Financial Consultant
- CFP
- +35 subjects

Aleta: Minneapolis Series 65 tutor
...industry, I 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...
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 7
- Professional Certifications
- Insurance License
- +10 subjects
Private Series 65 Tutoring in Minneapolis, MN
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 looking for assistance getting ready for the Series 65 exam in the Minneapolis area, Varsity Tutors can connect you with a Minneapolis Series 65 tutor. The Series 65 exam can be challenging to pass, but it can also be a crucial step in advancing your career in finance. Most states require it if you're interested in becoming a registered investment adviser, and many financial companies require it if you want to be involved with client-facing investment recommendation communications. If you're interested in a career in portfolio management, financial analysis, marketing, communications, or compliance, getting your Series 65 can be a step in the right direction, and working with a Minneapolis Series 65 tutor can help.
How can a Minneapolis Series 65 tutor near me help me get ready for the exam?
One of the more difficult parts of the Series 65 exam is that it covers an expansive amount of material. The test is supposed to assess whether you have the knowledge to responsibly and competently advise different types of investors on financial decisions in unique economic climates as they pertain to distinct financial instruments, portfolio configurations, investment strategies, retirement plans, risk appetites, tax considerations, laws, and regulations. All of these factors interact and intersect in unique ways for individual investors at different capital levels relative to their goals. For example, the institutional investor answering to a non-profit board of directors is going to have different concerns than the elderly couple planning how their estate will be handled when they pass. Your preparation strategy has to take all of these nuances into consideration.
Minneapolis Series 65 tutors can help you through a thorough review of all these topics. They go through intensive vetting to ensure they not only have the expertise necessary to help you cultivate comprehension of the subject matter but the skills required to adequately communicate all the relevant information. They can put together a lesson plan that breaks down what might seem like an overwhelming mountain of information into a workable study schedule. Because these sessions take place on a one-to-one basis you'll have the ability to ask for clarification if you find the lessons confusing, making sure you really get it as you go along. Even if you feel pretty steady on your feet with your preparation, this kind of review can be valuable. At the very least, it can place all the nitty-gritty details at the forefront of your mind just before you take the test, improving your recall when the time comes to answer questions. You might even find out there are certain subjects where you could use a little extra studying, and the review will give you a chance to allocate time to improving your comprehension before you're tested on the subjects.
Minneapolis Series 65 tutors can also help you get ready to apply that expertise within the structure of the exam. The test is entirely comprised of multiple-choice questions. You'll be presented with 130 questions over the course of 180 minutes and will be expected to answer at least 94 correctly to pass. Your Minneapolis Series 65 tutor can get you ready to do that in a few different ways. First, they can help you get used to the sort of phrasing you can expect to see in the questions. Even if you know the material well, confusing verbiage can trip up the best of us. If you know what to expect, you can be better prepared to show exactly how much you know. Second, they can offer up different strategies for making your way through the questions presented. This might include tactics for eliminating answers you know are wrong in order to get to more likely correct answers when you're not sure of the right option or time management techniques so the clock doesn't run out on you. Either way, you can build up tools that can help you succeed on the day of the test. Finally, they can give you practice tests to get you used to the testing process. Knowing that the results can have a big impact on your career and that there is a time limit for completing the exam can generate a lot of pressure. By taking practice exams, you can get used to that running clock and build confidence ahead of the actual test.
Minneapolis Series 65 tutoring can be crafted to drive accountability. Your Minneapolis Series 65 tutor can help you to set SMART (specific, measurable, attainable, relevant, and timely) goals that operate a bit like a roadmap for the studies ahead of you and work as a way to track your movement along the way. It can also serve as motivation if you start feeling down on yourself, reminding you of how far you've come while inspiring you to keep reaching for the next milestone. This process is a skill that can benefit you in other academic and professional pursuits, too.
How do I get set up with a Minneapolis Series 65 tutor near me?
Minneapolis Series 65 tutoring is a flexible, convenient preparation solution that works well for busy students and professionals. You don't need to worry about rushing all the way across town to make it to a specific classroom at a specific time or rearranging things at work to make sure you can participate. Our educational consultants work to pair you with a Minneapolis Series 65 whose schedule already matches your own so you get to work on your own time. You also get to choose where you work, be that a location like the Hosmer Library or by the light of your dining room table. As long as you have an internet connection, you can log on to the Live Learning Platform and connect with Minneapolis Series 65 tutors using tools such as video chat, a document sharing function, and a virtual whiteboard for notes and demonstrations.
If you're ready to get down to business preparing for the Series 65 exam, Varsity Tutors can get you set up with Minneapolis Series 65 tutoring in as few as 24 hours. Contact Varsity Tutors today!
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.
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