Blake: Oklahoma 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
- Accounting
- GED Reasoning Through Language Arts
- ACT Writing
- +71 subjects
Scot: Oklahoma City Series 65 tutor
...of 2011. In February of 2017, I co-founded my financial planning firm, Providers & Families Wealth Management, with my wife, Lindsey; and in December of that year, I became a CERTIFIED FINANCIAL PLANNER. The most influential teachers in my life provided an engaging and entertaining learning experience, and I strongly believe that these are very important characteristics of an impactful education! I look forward to helping you in your pursuit of your next FINRA license...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 24
- Series 7
- Series 57
- +12 subjects
Sarah: Oklahoma City Series 65 tutor
...proven method - and the most up to date material. As important as having the correct content, test taking skills, and study schedule - I understand how important it is, we know how you learn. Materials I have will support whatever learning style is best for you We all learn in different ways and I am here to facilitate. I have a lot of experience and success working with those who have learning blocks, extreme...
Education & Certification
- University of upper Iowa - Bachelor in Business Administration, Business Administration and Management
- University of Wisconsin-Madison - Masters in Business Administration, Accounting and Business Management
Subject Expertise
- Series 65
- College Business
- A Level
- Business Ethics
- +36 subjects
Eric: Oklahoma City 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
- Accounting
- Series 6
- Series 86
- +16 subjects
Ben: Oklahoma City 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
- Exam IFM - Investment and Financial Markets
- Series 24
- +33 subjects
Zachary: Oklahoma City Series 65 tutor
...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 to know to pass and skip out on all the fluff. I have a vast...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- Finance
- Series 7
- Series 63
- +11 subjects
Aaron: Oklahoma City Series 65 tutor
...I then obtained the Series 4, 24 and 53 licenses. To continue my pursuit of growth, I went on to earn my Certified Financial Planner (CFP) designation. A short time later, I enrolled at Kansas State University and earned a Master's degree in Personal Financial Planning. Recently, I've earned the Behavioral Financial Advisor (BFA) designation and the Retirement Income Certified Professional (RICP) designation. I've worked in several industry roles from client service, back office roles,...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 65
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 53
- +7 subjects
Kyle: Oklahoma City 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
- SIE
- Finance
- Series 7 - General Securities Representative Exam (Stockbroker)
- +10 subjects
John: Oklahoma 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
- Series 63
- Series 9
- CPA
- +10 subjects
James: Oklahoma City Series 65 tutor
...I believe Algebra is essential to long-term mathematics learning, knowledge, and personal success. Therefore, while I am available to assist in many subject areas, my tutoring focus is on helping any age student excel at Algebra and the fundamentals of mathematics. I like to think of myself as a golfer even though I don't get to play very often. I am an avid sports fan, particularly for the teams in my area of Florida, now...
Education & Certification
- Cornell University - Bachelor of Science, Operations Research
- Cornell University - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 65
- Linear Programming
- Inorganic Chemistry
- Algebra 2
- +28 subjects
Jarrett: Oklahoma City Series 65 tutor
...the University of Phoenix. 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...
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
- Technology and Coding
- Professional Certifications
- Python
- +20 subjects
Vincent : Oklahoma 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
- Economics
- Finance
- SIE
- +14 subjects
David: Oklahoma City Series 65 tutor
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- High School Level American History
- SIE
- +16 subjects
Christopher: Oklahoma City Series 65 tutor
...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 detail and computational abilities as the students progress. While I also tutor other subjects including Spanish and College English, I have found working with professionals seeking designations or motivated college business students looking...
Education & Certification
- Middle Tennessee State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- PC Basic Computer Skills
- High School English
- MCAT Critical Analysis and Reasoning Skills
- +133 subjects
Claudio: Oklahoma 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
- Math
- Macroeconomics
- Professional Certifications
- +34 subjects
Donald: Oklahoma City Series 65 tutor
...my MBA with a concentration in finance shortly after from LSUS. It was at this point that I knew that I wanted to make finance a career. I currently hold the Certified Financial Planner, Chartered Financial Consultant and Retirement Income Certified Professional Designations. I also have great experience preparing others for the SIE, Series 65, and Life, Health, and Accident Insurance Examinations. I am excited to get to know you and your goals and desires!
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- High School Writing
- College Accounting
- CFP
- +35 subjects
Brian: Oklahoma City Series 65 tutor
...worked, and lived across the US, Europe, Central and South America, and some of the Middle East (while 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...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- FINRA - Financial Industry Regulatory Authority
- Business Enterprise
- +22 subjects
Joseph: Oklahoma City Series 65 tutor
...inspire my student to attain their goals and objectives. I am very compassionate and patient with my students, especially those studying for FINRA and State Insurance Licensing exams. I have created unique study plans and practice exam questions that have assisted my students to pass their exams without any doubt about their capabilities. I'm happy to help you succeed in all FINRA and State Insurance Exams tutoring. Your passing grade is both of our goals!...
Education & Certification
- Yeshiva University - Bachelor of Science, Economics
- Western Governors University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Spanish
- Series 27
- Financial Accounting
- +48 subjects
Prince: Oklahoma City 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
- ChFC - Chartered Financial Consultant
- Professional Certifications
- CFP
- +1 subjects
Dana: Oklahoma 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
- Middle School Reading
- High School Level American History
- High School Business
- +27 subjects
Private Series 65 Tutoring in Oklahoma City, OK
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 are interested in working with a personal instructor who can help you study for the Series 65 exam, Varsity Tutors can find you a knowledgeable Oklahoma City Series 65 tutor in as little as 24 hours. The Series 65 (Uniform Investment Adviser Law Examination) is often a prerequisite to obtaining a license as an investment adviser representative (IAR) and frequently a minimum requirement for financial firms hiring individuals to provide investment advice while charging a fee. Oklahoma City Series 65 tutors can help you reach for your goal of passing the exam and pursuing your career by assisting in your preparations for this test. Keep reading to learn more.
What are some perks of Oklahoma City Series 65 tutoring?
Even if you take part in daily tasks on the job that focus on many of the concepts covered on the Series 65 exam, it can be challenging to organize and showcase your knowledge and skills on test day. Fortunately, Oklahoma City Series 65 tutors can help strengthen your study skills by pinpointing topics you will need to understand then develop a comprehensive study plan. The plan can encourage you to thoroughly review each exam topic, or you could simply brush up on concepts you fully grasp and spend more time focused on topics that need the most attention. If you feel that you've mastered an area and are ready to move ahead of the study plan, your teacher can make necessary modifications.
Since this form of instruction offers a personalized learning experience, your academic mentor has the time to get to know your learning and study habits and try different instructional methodologies until one is discovered that works. Let's say you learn best through visual instruction. Your teacher can use flashcards, infographics, or other visual examples to help you absorb information. On the other hand, if you are an aural learner, your educator could try short lectures. You are your personal instructor's sole focus, which means you can ask questions at any time and count on an immediate response. Your tutor can give continuous updates on your progress so you always know where you stand in your studies.
What topics can I review with an Oklahoma City Series 65 tutor near me?
The test covers topics IARs typically must understand to perform their roles, including portfolio management, retirement planning, and fiduciary responsibilities. You can expect to encounter four main areas of content: Economic Factors and Business Information, Investment Vehicle Characteristics, Client Investment Recommendations and Strategies, and Laws, Regulations, and Guidelines Including Prohibition on Unethical Business Programs.
Depending on your existing knowledge of specific topics covered on the exam, you could choose to get reacquainted with every aspect of the test or focus more on the topics you understand the least. If you need help grasping the basics of Economic Factors and Business Information, your academic mentor can refresh your knowledge of business cycles, interest rates, financial reporting, valuation ratios, systematic risks, and opportunity costs. If you need more help with Client Investment Recommendations and Strategies, your educator can go over different types of clients, capital market theory, income tax fundamentals, ERISA issues, health-savings accounts, and portfolio performance measures.
Can Oklahoma City Series 65 tutors teach me test-taking strategies too?
As you work hard to build your knowledge of Series 65 exam topics, it's also good to learn different techniques for answering the questions you will face on the test. Whether you need help with time management or would like tips for calming your nerves before and during testing, your Oklahoma City Series 65 tutor can help.
The Series 65 test consists of 130 multiple-choice questions that must be answered in 180 minutes. In order to earn a passing score, you are required to answer 94 of the 130 questions correctly. To help you answer the multiple-choice questions with confidence, your educator can share tips for eliminating clearly incorrect or impossible answers to improve your chances of picking the correct answer.
Answering every question can increase your likelihood of passing the exam. But your ability to do so could be threatened if you're unable to manage your time wisely. Your personal instructor can share techniques for reviewing each question carefully so you can pull out the most important information and have a better idea of how to provide the correct answer. You can also learn strategies for improving your focus so you can give responses efficiently and effectively.
In Oklahoma City Series 65 tutoring, your academic mentor can offer relaxation techniques so you're less likely to be overwhelmed during the exam. If you would like to simulate the testing environment, your teacher could provide you with practice exam questions.
How can I begin studying with an Oklahoma City Series 65 tutor near me?
You could be concerned that your busy schedule could prevent you from finding the time to take part in Oklahoma City Series 65 tutoring. Don't worry! At Varsity Tutors, we do the work of locating a private instructor who is fully qualified to assist in your test preparations and can accommodate your personal schedule. It's also good to note that this form of instruction takes place online, so you never have to spend time traveling to a specific location to meet with your educator. Instead, you can sign in from any location you desire - your home, office, or even the Belle Isle Library - and begin your tutoring sessions.
How does online instruction work? You communicate face-to-face with your teacher by video chatting in the Live Learning Platform. Using this platform, your instructor can emulate the experience of working with a tutor in person. The virtual whiteboard allows your educator to present written lectures, and the shared document editor makes it easy for your mentor to collaborate with you on written exercises. An amazing feature is the ability to go back and watch recordings of your sessions, something you don't get with in-person tutoring.
So, are you ready to begin studying with an Oklahoma City Series 65 tutor? Feel free to contact educational consultants at Varsity Tutors and let us begin searching for your ideal educator. We 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.