Top Series 65 Tutors serving Orlando
Christy: Orlando Series 65 tutor
...an academic scholarship for international student exchange beating out 600 applicants. I visited The Philippines for a summer in 1976. In the business world, I worked with Merrill Lynch and American Express Financial Advisors before beginning my own futures and forex brokerage firm. I've consulted with several international financial companies on the structure and strategy of multi-level funds, fund of funds and hedge funds. I was a frequent speaker at industry conferences internationally. I am...
Education & Certification
- New York University - Bachelor of Science, International Economics
Subject Expertise
- Series 65
- Series 66
- Series 26
- Series 57
- +32 subjects
Blake: Orlando Series 65 tutor
...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 2, Geometry,...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- CFP
- SIE
- Accounting
- +71 subjects
Vincent : Orlando 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
- SIE
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- +14 subjects
Daniel: Orlando Series 65 tutor
...to share that passion with my students! My teaching philosophy and style has always been one of flexibility. As a philosopher and lawyer, I have discovered that there is no true one size fits all so I meet with my students and tailor my approach to fit their learning styles and goals. Outside of Academia a few passions of mine include video gaming with my children, road cycling, fishing, scuba diving, and boating.
Education & Certification
- Illinois State University - Bachelor in Arts, Philosophy
- College of William and Mary - Juris Doctor, Legal Studies
Subject Expertise
- Series 65
- Bar Exam
- Florida Bar Exam
- College Economics
- +53 subjects
Hal: Orlando Series 65 tutor
...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 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...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 65
- Real Estate License - New York
- Series 7
- Series 27
- +167 subjects
Kevin: Orlando Series 65 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 keep the student engaged and challenged yet not overwhelmed. I use a number of teaching methods, including practice questions and topical computer related tools. I often ask for feedback and appreciate candid communication. I try to be flexible with...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- SIE
- Series 66
- Series 3
- +41 subjects
David: Orlando Series 65 tutor
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- SIE
- Series 6
- Series 10
- +16 subjects
Mary: Orlando Series 65 tutor
...headquarters of Zurich, Switzerland within the Treasury Group where I priced, hedged, executed, and made markets on OTC derivatives, structured product and warrants held by the coveted AAA balance sheet. This multi-year experience proved to be mutually beneficial both to my professional career, as it was for the bank's global securities businesses (particularly US Equities and Swiss Treasury) that I diligently represented resulting in increasing customer business and attractive risk adjusted return on capital (RAROC)....
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 17
- Series 28
- Series 14
- +99 subjects
Joseph: Orlando Series 65 tutor
...teach and 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...
Education & Certification
- Yeshiva University - Bachelor of Science, Economics
- Western Governors University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 4
- Series 26
- Series 27
- +48 subjects
Donald: Orlando Series 65 tutor
...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 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...
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
- SIE
- Series 66
- +35 subjects
Ben: Orlando 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 7 - General Securities Representative Exam (Stockbroker)
- Exam IFM - Investment and Financial Markets
- Series 63
- +33 subjects
Sebastian: Orlando Series 65 tutor
I'm here to help you pass in a fun way. I have over 20 years of Wall Street experience. I have worked as a trader, analyst, investment product specialist, portfolio manager and investment strategist.
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- CPA
- CAIA
- +14 subjects
Benjamin: Orlando Series 65 tutor
Glad to help students prepare for the CFP, Series 7, and Series 66 industry exams!
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- CFP
- Series 63
- SIE
- +24 subjects
Raymond: Orlando Series 65 tutor
I am committed to developing the talent I possess and sharing my life with others. I always enjoyed teaching but more importantly human development. As Socrates said so long ago, the unexamined life is not worth living. Sometimes, the gravity of questions outweigh all in life.
Education & Certification
- Fordham University - Bachelor of Science, Classics
Subject Expertise
- Series 65
- Series 7
- Insurance License
- Series 22
- +5 subjects
Albert: Orlando Series 65 tutor
...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 Digital Packaging Engineering, both from Wuhan University, Duke University's Chinese partner and a Top...
Education & Certification
- Wuhan University - Bachelor in Arts, Broadcast Journalism
- University of California-Los Angeles - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 63
- Series 7
- CFA
- +46 subjects
Scot: Orlando Series 65 tutor
...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 or...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 4
- Series 10
- Series 57
- +12 subjects
Jarrett: Orlando Series 65 tutor
...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 outdoors...
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
- Series 6
- Series 7
- +20 subjects
Brendan Daniel : Orlando Series 65 tutor
...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. (CFA material includes micro/macro economics, financial statement analysis, equity/fixed income valuation, derivatives, portfolio management...
Subject Expertise
- Series 65
- Series 63
- Series 22
- Series 27
- +61 subjects
Claudio: Orlando 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
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +34 subjects
Eric: Orlando 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 52
- Series 6
- Insurance License
- +16 subjects
Private Series 65 Tutoring in Orlando, FL
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.
Varsity Tutors is the only name you need to know if you're interested in connecting with Orlando Series 65 tutors in as little as 24 hours. Series 65, or the Uniform Investment Adviser Law Examination, is a standardized test written by the North American Securities Administrators Association (NASAA) and administered by the Financial Industry Regulatory Authority (FINRA) that may be used as a prerequisite to getting licensed as an IAR (Investment Adviser Representative). If you're interested in professional assistance with your test prep, working with a certified Orlando Series 65 tutor could be a great way to get it. Continue reading for more information.
What advantages can Orlando Series 65 tutors provide?
Studying in a one-on-one environment with a private instructor allows you to receive personalized attention as you work toward your learning goals. If you already understand descriptive statistics, your instructor can shift gears to something else to enhance your study efficiency. If you're having a harder time memorizing all of the laws you need to know, your instructor can share numerous mnemonic devices to make rote memorization a little bit easier. Unfortunately, many other test prep solutions lack the flexibility that a private Orlando Series 65 tutor can provide.
Your instructor can also answer any questions you have quickly, allowing you to receive assistance before a simple misunderstanding snowballs out of hand. In fact, many test-takers find it easier to ask a private instructor they already trust for help than somebody they do not know as well. Similarly, Orlando Series 65 tutors can provide constructive criticism on your work promptly, so you can review any mistakes while the material remains fresh in your mind.
A private instructor can also design Orlando Series 65 tutoring sessions around your preferred learning style. For example, a visual learner might review different laws using flashcards, while a more auditory student could benefit from hearing what a specific law encompasses out loud. There is no uniform way of preparing for a standardized assessment, so why not choose a methodology you're comfortable with?
What topics can I study during Orlando Series 65 tutoring sessions?
Series 65 emphasizes laws, regulations, and professional ethics within the financial industry, meaning that much of the test boils down to regurgitating information. Your instructor can teach you study skills to make it easier to recall what you need on test day. If you're feeling overwhelmed by the sheer volume of laws you need to know, your instructor can also break it down into smaller components to make them easier to study.
In addition, Series 65 assesses a candidate's knowledge of portfolio management, retirement planning, and other fiduciary responsibilities. Understanding who your client is is a vital piece of this puzzle, so you can discuss hypothetical customers with your instructor to ensure that you have a viable approach for a variety of different people.
There are also some questions about basic economic principles on the test, such as the Laws of Supply and Demand, inflation vs. deflation, fiscal policies, and calculating interest rates. Most people interested in pursuing a career in finance already have a solid understanding of these concepts, but you can still review them if you wish.
Can I review test-taking strategies with an Orlando Series 65 tutor near me?
Series 65 has 130 scored multiple-choice questions (plus 10 unscored test items) administered over a testing session lasting three hours. Your instructor can teach you how to eliminate some of the incorrect answer choices if you get stuck, making any guesses you take more effective. Likewise, you can review time management strategies if you feel like you might not be able to finish within the time available to you.
Some of the questions may also be worded in a misleading manner. Your Orlando Series 65 tutor can provide examples of all of the nasty tricks you need to be looking out for so you know how to approach each item. For instance, words such as "not" and "except" completely flip what a question is asking of you. Identifying these keywords at a glance is essential, so your instructor can show you how the exam presents them in advance.
You can also take entire practice exams during Orlando Series 65 tutoring sessions to get a sense of what test day might feel like. For example, experiencing how long you have to finish first hand can make it easier to budget your time accordingly. If you're experiencing some test anxiety, knowing exactly what the exam looks like could help mitigate it. You can even review your answers with your instructor to identify your strengths and weaknesses to help you decide what to study in the future.
How can I get started with an Orlando Series 65 tutor near me today?
You're a busy individual, so why not let Varsity Tutors handle all of the research that goes into locating the right private instructor? The individual we refer you to will have undergone an extensive vetting process, so you can trust that all of the information they provide is correct and up-to-date. We also do our best to match every client with somebody who meets their scheduling needs, so sessions take place on your schedule instead of the other way around.
Our exclusive Live Learning Platform also facilitates online study, allowing you to meet your instructor anywhere with a solid internet connection. If you want to attend study sessions without leaving home, that's fine. If you'd rather go to a quiet place such as the South Creek Library, that's fine too. The choice is yours.
You can take advantage of all of our platform's cool features regardless of where you study. Video chat capabilities and a shared document editor can create the illusion that you and your instructor are in the same room even if you're miles apart. All of your sessions are also recorded automatically, allowing you to go back and review them whenever you like. Who knew private instruction could be so simple?
Contact an educational consultant today if you're interested in learning more about how Varsity Tutors can connect you with professional Orlando Series 65 tutoring sessions. We look forward to hearing from you!
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.