Top Series 65 Tutors serving Omaha
Blake: Omaha Series 65 tutor
...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 country in 2019. My best areas to teach are personal finance, economics,...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- CFP
- SIE
- ACT Residual
- +71 subjects
Brian: Omaha Series 65 tutor
...became a US Marine. Over the next 15 years combined, I worked for two top 5 US Banks and one top 5 US Defense contractor before moving back into independent consulting in 2016. I have traveled, 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...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- SIE
- Series 63
- FINRA - Financial Industry Regulatory Authority
- +22 subjects
Mark: Omaha Series 65 tutor
...- # 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 is: HOW TO READ THE QUESTIONS and HOW TO STUDY FROM THE...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 65
- AIS - Associate in Insurance Services
- Exam IFM - Investment and Financial Markets
- Real Estate License
- +70 subjects
Vincent : Omaha Series 65 tutor
...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
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +14 subjects
William: Omaha 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 7 - General Securities Representative Exam (Stockbroker)
- Series 79
- Series 27
- +25 subjects
Nancy: Omaha Series 65 tutor
...of subjects. As a 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...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 7
- SIE
- Series 66
- +81 subjects
Hal: Omaha Series 65 tutor
...succeed. I enjoyed a nearly thirty-year career in financial services where I worked as a financial planner, wire-house broker (stockbroker), trust advisor, and wealth advisor. I worked the broker-dealer channel, the bank channel, and the independent channel. I developed and took an introducing brokerage firm through the entire FINRA (then NASD) 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...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 65
- Series 52
- Series 22
- Series 57
- +166 subjects
Joseph: Omaha Series 65 tutor
...Student, 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
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- Series 24
- +12 subjects
Kevin: Omaha Series 65 tutor
...grades and test scores. Because I have over 20 years of "real life" professional experience and have traveled extensively, I am able to provide you real life examples to help understand the value of learning the topics I tutor you with. I specialize in tutoring a broad range of subjects with a focus on math, science, history, government, geography, accounting, finance and related business topics. One of my goals for each tutoring session is to...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 3
- Series 79
- CPA
- +41 subjects
Brendan Daniel : Omaha Series 65 tutor
...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. For students, (and interns), I have taught solidity, python, CFA level 1 and 2 material, Series 7, 63, and 65. I have also taught financial modeling, smart contract development, data analysis, and machine learning model development in python....
Subject Expertise
- Series 65
- Series 24
- Series 10
- Series 27
- +61 subjects
Daniel: Omaha Series 65 tutor
...wide variety of classes. After several eventful years at USF, I received an opportunity to move to Illinois and fix up and restore a century old farm house that my mother was born in. After the move, I discovered I could not complete a degree with USF through distance learning so I went an obtained my Associates Degree in Science at Heartland Community College before finishing a Bachelor's Degree in Philosophy at Illinois State University...
Education & Certification
- Illinois State University - Bachelor in Arts, Philosophy
- College of William and Mary - Juris Doctor, Legal Studies
Subject Expertise
- Series 65
- Florida Bar Exam
- Bar Exam
- Middle School Reading Comprehension
- +53 subjects
Prince: Omaha 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
- FINRA - Financial Industry Regulatory Authority
- ChFC - Chartered Financial Consultant
- +1 subjects
Ben: Omaha 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
- FRM
- Series 3
- CFA
- +33 subjects
Donald: Omaha Series 65 tutor
...were possible. I was tested every single day mentally, morally, and physically. The Naval Academy is an Engineering school and all students are required to take dozens of credits of technical STEM courses to include thermodynamics, electrical engineering, cyber security, physics, chemistry, calculus, and computer systems engineering. Not only was I pushed academically but I was pushed as a leader. You are expected to develop your own leadership style and practice it every day. I...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 7
- Series 66
- Insurance License
- +35 subjects
Dana: Omaha 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
- Insurance License
- Series 63
- Series 31
- +27 subjects
David: Omaha Series 65 tutor
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- Series 9
- Series 6
- SIE
- +16 subjects
Claudio: Omaha 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
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- Series 7
- +34 subjects
Mary: Omaha Series 65 tutor
...side senior traders for whom I would be responsible for tracking delta positions, hedging 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...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 57
- Series 4
- Series 79
- +99 subjects
Zachary: Omaha Series 65 tutor
...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 to know to pass and skip out on all the fluff. I...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- Series 24
- SIE
- Series 63
- +11 subjects
Albert: Omaha Series 65 tutor
...good at coaching Maths, Verbal, and Writing skills. Within the past one year working with Varsity Tutors, I helped over 30 students achieve high GRE (160+ on 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...
Education & Certification
- Wuhan University - Bachelor in Arts, Broadcast Journalism
- University of California-Los Angeles - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 7
- CFA
- Series 63
- +46 subjects
Private Series 65 Tutoring in Omaha, NE
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 Omaha area and in need of some assistance as you prepare to take the Series 65 exam, Varsity Tutors can connect you with a qualified Omaha Series 65 tutor. The Series 65 exam can open the door to a number of professional opportunities. The majority of state agencies require you to pass the exam in order to become a registered investment adviser, and most major financial firms require it in order for you to provide client-facing investment advice or communications. Receiving such accreditation can help you along with your financial career in portfolio management, financial analysis, compliance, and communications. If you're ready to get serious about preparing for the Series 65 exam, Omaha Series 65 tutoring can be a wise investment.
How can an Omaha Series 65 tutor near me help me prepare for the exam?
The Series 65 exam is difficult, in part, because of the scope of the material covered by the exam. The test is meant to determine whether you have the knowledge required to responsibly advise investors at different levels on their best options related to decisions involving economic conditions, financial vehicles, investment strategies, portfolio management, estate planning, tax considerations, laws, regulations, and more. These factors all interact with one another, and the answers can change based on an investor's age, financial condition, and goals. For example, the needs of an institutional investor working on behalf of a non-profit art school are going to be very different than that of a young family of five living on a teacher's salary. Factors like experience, available risk capital, and risk appetite all play a role and feature heavily in the exam. As a result, your preparation not only requires you to review and memorize a good deal of information but practice applying those lessons and your judgment to a number of scenarios.
Omaha Series 65 tutors can help you with that review. Your instructor goes through rigorous vetting before you ever meet them to ensure they have a solid understanding of the material, but they're also evaluated as communicators to make sure they can guide you through that same material. They can design lesson plans crafted to make what can seem like an insurmountable amount of studying far more manageable while leaving no stone unturned. These sessions always take place on an individual basis, which means you'll have the opportunity to ask questions as you go, clarifying any points of confusion. You might feel like you already have a pretty strong grip on the material, but that doesn't mean the review won't be helpful. At the very least, it can serve as a refresher course, putting all the important details at the forefront of your mind just before the day of the test. You might even find that there are certain subjects where you could benefit from some additional studying, giving you a chance to strengthen your comprehension before you're tested. At the end of the day, the review can leave you more prepared than you might have been trying to go it alone.
Omaha Series 65 tutors can also get you ready to apply all this knowledge within the structure of the exam. The questions are all multiple-choice. You'll be asked to answer 130 questions in 180, and you'll need to get 94 of them correct in order to pass. Your instructor can get you ready for those questions in two ways. First, they can get you ready to tackle them on an individual basis. Sometimes this means just getting familiar with the kind of phrasing you might encounter. You can know the information like the back of your hand, but even the best of us can get tripped up by confusing wording. By going over the parlance you're likely to encounter on the exam, your Omaha Series 65 tutor can prepare you to demonstrate your expertise. They can also provide strategies for tackling questions that trip you up along the way, be that methods for eliminating choices you know are wrong when you're not sure what the right option is or time management techniques to ensure you don't run out of time before you can finish. These sorts of tactics can give you confidence going in on the day of the test so you're in the right frame of mind to perform at your best.
Omaha Series 65 tutoring can be crafted in a structured way that encourages accountability. Working with you, your instructor can set up a series of SMART goals. These goals are always specific, measurable, attainable, relevant, and timely. As a whole, they can become your roadmap for the work ahead, translating into a schedule for your studies. You can also use it as a way to track your progress and remind yourself to celebrate wins along the way. If you're feeling disheartened, looking back at how far you've come can motivate you to keep striving towards the next milestone. Not only can this process help you as you prepare for the Series 65 exam, but it can be replicated as you tackle other challenges in life, offering up yet another tangential benefit.
Why should I consider working with an Omaha Series 65 tutor near me over other preparation options?
Omaha Series 65 tutoring is a flexible preparation option that can work well for busy students and professionals. You won't need to rearrange your schedule to participate because our educational consultants work to find Omaha Series 65 tutors whose schedules already line up with your own. You get to choose where you participate, as well. As long as you have internet access, you can log on to the Live Learning Platform from wherever works best for your focus, be that the Omaha Public Library or your favorite corner of the couch at home, connecting with your Omaha Series 65 tutor using video chat, the virtual whiteboard, and document sharing. There's no reason to wait. Contact Varsity Tutors today to get set up with Omaha 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.