
Albert: New York City Series 65 tutor
...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 to achieve your academic goals!
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
- Accounting
- Graduate Test Prep
- +46 subjects

Anubhav: New York City Series 65 tutor
...high school and grade school students. I did my Bachelor in Business Administration at Pace University, doing a double major in Finance and Management Information Systems. After work experience, I then obtained my Master in Business Adminstration from New York University (NYU Stern), with concentrations in Corporate Finance and Global Business. I also have professional certifications in project management (PMP, PMI-ACP, PMI-RMP), cryptocurrency (Certified Bitcoin Professional), Series 7, real estate salesperson license. I am also...
Education & Certification
- Pace University-New York - Bachelor in Business Administration, Finance
- New York University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- SAT Verbal
- GMAT Integrated Reasoning
- Algebra
- +50 subjects
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- Basic Computer Literacy
- Professional Certifications
- CPA
- +14 subjects

Dana: New York City 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
- Elementary School Math
- Professional Certifications
- AP World History
- +27 subjects

Mary: New York City Series 65 tutor
...trades, communicating with the partners, and learning options theory to prepare for a three-week intensive in house options course in Chicago with a peer group. We were close-knit, collaborative and hand-picked for what would be a rigorous and unique learning experience to set a foundation for our respective quantitative trading roles. I became a market maker, providing liquidity to the public orders, a specialist, keeping an orderly book of all public orders, and floor manager,...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Business Calculus
- Series 5 - Interest Rate Options Exams
- Series 7
- +95 subjects

Aida: New York City Series 65 tutor
...efficiently. I built a financial company which provides one-stop wealth management advisory services. Many years of advisory sales and management services have made me an effective communicator. Tutoring fulfills my passion of sharing my years of experiences and offering guidance to students. I am a visual learning and tutoring using illustrations and examples to improve the recall of information and concepts. I have hosted and participated in my speaking engagements both in public and corporate...
Education & Certification
- Wuhan University - Bachelor of Science, Computer and Information Sciences, General
- Wuhan University - Doctor of Philosophy, Management Information Systems
Subject Expertise
- Series 65
- Real Estate License
- NMLS - Nationwide Mortgage Licensing System
- Professional Certifications
- +6 subjects

Blake: New York City Series 65 tutor
...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 country in 2019. My best areas to teach are personal finance, economics, Algebra 1 and...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- ACT
- Pre-Calculus
- Math
- +71 subjects

Aleta: New York City Series 65 tutor
...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 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...
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- SAT
- Series 63
- Managerial Accounting
- +10 subjects

Claudio: New York City 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 4
- Languages
- AP Spanish Language & Culture
- +34 subjects

Zachary: New York City Series 65 tutor
...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 to know to pass and skip out on all the fluff. I have a vast understanding of the "test world" concepts and their real world applications. If you are looking for a tutor who can break down the concepts into an easy to understand bits look no...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- Series 7
- Series 63
- Series 24
- +11 subjects

Christopher: New York City Series 65 tutor
...which I studied both at Middle Tennessee State University and the London School of Economics. I gained valuable tutoring 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...
Education & Certification
- Middle Tennessee State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Microsoft Excel
- ESL/ELL
- Business Ethics
- +121 subjects

Vincent : New York City Series 65 tutor
I 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...
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
- College Business
- Finance
- Economics
- +14 subjects

John: New York City 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
- CFP
- Series 10
- Insurance License
- +10 subjects

Aaron: New York City Series 65 tutor
...well as many other goals they have. I believe there is a right way to do business and I strive to help others in their efforts to do business the right way. My expertise started long ago when I received my Bachelor's in Finance from the University of Nebraska-Omaha. During that time, I obtained my Series 7 and 66 licenses. Shortly after obtaining those licenses, I then obtained the Series 4, 24 and 53 licenses....
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 65
- Series 53
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- +7 subjects

James: New York City 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
- Managerial Accounting
- Microeconomics
- Macroeconomics
- +28 subjects

Nhan: New York City Series 65 tutor
...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 he or she could attack any subject with...
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
- Business
- CPA
- Intermediate Accounting
- +78 subjects

William: New York City Series 65 tutor
I have been teaching the Series 6 & 7 for the past 24 years and recently the SIE as well. I am very passionate about helping students pass these tests and have a unique ability making this information understandable. I specialize in "Options and Margin"
Education & Certification
- Malone University - Bachelor in Arts, Accounting and Business Management
Subject Expertise
- Series 65
- Series 99
- Professional Certifications
- Series 28
- +22 subjects

Richard: New York City Series 65 tutor
...below are those Varsity Tutors subjects I specialize in where I believe I can make the greatest contributions for Varsity Tutors' clients--good people like you. Real Estate Finance and Investment: How to Build and Analyze Income Statements (P+L) for commercial real estate properties, determine valuations, calculate financial ratios such as Internal Rates of Return (IRR), Equity Dividend Rate, Cash-Breakeven-Ratio, Operating Expense Ratio, among many others. Full Financial Analysis for Real Estate Income Properties. Expert Level....
Education & Certification
- University of Richmond - Bachelor in Arts, Spanish
- The University of Texas at Austin - Masters in Business Administration, Latin American Studies
Subject Expertise
- Series 65
- AP Spanish Language & Culture
- Spanish 4
- A Beginner's Guide: Excel
- +43 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- Series 66
- World History
- SIE
- +16 subjects

Jarrett: New York City Series 65 tutor
...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 decisions with the use of analytics. I am also passionate about the power of education because I have seen firsthand in my own life how transformative education can be. In my spare time I enjoy playing music on my saxophone, participating in martial arts classes, and getting...
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
- Series 63
- R Programming
- College Economics
- +20 subjects
Private Series 65 Tutoring in New York City, NY
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 preparing for the Series 65 exam, Varsity Tutors can help you connect with skilled New York City Series 65 tutors who can help you work towards your testing goals. The Uniform Investment Adviser Law Examination, usually referred to as the Series 65, is a pivotal exam for those who want to advance their career as an investment adviser. Continue reading to learn how New York City Series 65 tutoring can help you maximize your test preparation efforts.
What are some of the advantages of working with a New York City Series 65 tutor?
New York City Series 65 tutoring gives you the advantage of individualized instruction. Each session is based on your academic needs instead of a standard curriculum that would likely include information you are already comfortable with. It isn't just the curriculum that is differentiated between learners, but also the methodology. You see, not all students learn in the same way, so it's important that the way in which material is presented is suitable for the individual student. In a typical classroom, this is simply impossible, which is why many students are never able to master some concepts.
Your instructor can take the time to discover how you learn best. They can provide information in a way that makes it more easily accessible to you. Since each session is designed specifically for you, it's also easy to pivot and move on to the next item you need to review whenever you're ready instead of moving at a predefined pace.
What topics can New York City Series 65 tutors help me review?
You can review any of the topics evaluated on the Series 65. The exam measures your ability across four broad concepts: economic factors and business information, investment vehicle characteristics, client investment recommendations and strategies, and laws and regulations. If you know you need to focus more intently on one of these broad areas, your instructor can work systematically through the individual topics associated with it. You could review one or eventually work your way through all four, depending on your learning requirements.
Another way to break down the content in your sessions is to tackle some of the individual topics from each of the broader categories. Most students need a little bit from everywhere rather than a deep dive into a single area. This could mean you work on trading securities during one session and regulations of securities and issuers in the following session. The topics your instructor helps you review are entirely based upon your academic needs, so whether you need help with portfolio performance measures, estate planning techniques, or insurance-based products, you'll have the support you need as you prepare for your exam.
Can a New York City Series 65 tutor near me help me with test-taking strategies?
Without a doubt, there is a lot of content covered in the Series 65, but that isn't the only thing for which you need to prepare. A frequently overlooked part of exam prep is the strategy. You need to understand how the exam is formatted and what to do in each of the various sections if you are going to have the best opportunity to convey your understanding of the content accurately.
You will only have 180 minutes to complete the 130 multiple choice questions that make up the Series 65. This time constraint means time management should be a critical part of your testing strategy. There is a delicate balance between spending too much time poring over the options and not having enough time to complete all of the items. Your private instructor may be able to provide techniques to help you pace your progress through the exam. They could also help you develop strategies for narrowing down the multiple-choice answers to help identify the correct response more quickly.
If you're aware you struggle with timed exams, let your instructor know. They may also be able to provide resources or tips that can help reduce your testing anxiety. Many students find just acknowledging that they are anxious to someone who understands the stress they are under can be beneficial in dealing with it more effectively.
Is working with a New York City Series 65 tutor convenient?
Working with a private New York City Series 65 tutor is probably more convenient than you thought it could be. We know how hectic your life is and what a nightmare it can be to travel from one place to another in New York City traffic. That's why we can connect you with instructors who can work with you in a secure online learning environment. When you work with an instructor online, you don't have to worry about adding travel time to your study sessions. When it's time to begin, you log in to the Live Learning Platform, and you'll quickly be face-to-face with your instructor.
Whether you want to work from home, at a coffee shop, at the Mid-Manhattan Library, or your desk during your lunch break, online sessions make it easy to fit prioritizing your exam prep into your routine.
In an online learning environment, your instructor has numerous teaching tools available to help you prepare more effectively. They can provide resources on the digital whiteboard, share their screen to show you how to work through a problem quickly, or you can share your screen if you want help reviewing something on your device.
How can I get started with a New York City Series 65 tutor near me?
There is no reason for you to waste valuable time looking for highly qualified New York City Series 65 tutors when Varsity Tutors has cultivated an extensive network of pre-vetted instructors. We can help you connect with instructors who are eager to provide you with the academic support you need to maximize the time you have to prepare for your upcoming exam. You deserve the personalized support available with private instructional sessions and the confidence of working with someone who has been vetted by experts. If you're ready to get started with New York City Series 65 tutoring, 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.
With the flexibility of online tutoring, your tutor can be arranged to meet at a time that suits you.