
Krista: Philadelphia Series 65 tutor
...& MBA (Capella University). I currently licensed with the state of NJ for Life/Health Insurance. I am registered with FINRA (Series 7 & 66). I also hold a Certified Financial Planner designation. I help candidates studying for their Life/Health, SIE, Series 7, Series 6, Series 66 (63/65), and CFP designations. I am eager to pass on various tips and tricks I have learned for the various exams. I have various study tips and tricks that...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Business Administration and Management
- Capella University - Masters in Business Administration, Project Management
Subject Expertise
- Series 65
- Series 6
- Managerial Accounting
- Microeconomics
- +18 subjects

Jim: Philadelphia Series 65 tutor
...a good understanding of many different areas. I will do my best to help the student by simplifying the material and using everyday tasks as examples. Exams I have taken (and passed on the first try): Series 7 (General Securities), Series 24 (General Securities Principal), Series 4 (Registered Options Principal), Series 27 (Financial and Operations Principal), Series 53 (Municipal Securities Principal), Series 66 (Investment Advisor Representative) and PA Life and Health Insurance agent exam. My...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 24
- Series 4
- Insurance License
- +16 subjects

Blake: Philadelphia Series 65 tutor
...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 country in 2019. My best...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- Geometry
- Accounting
- Algebra 2
- +71 subjects

Claudio: Philadelphia 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
- Algebra 2
- IB Business & Management
- Business Analytics
- +34 subjects

Hal: Philadelphia Series 65 tutor
...and betterment are natural to each individual whether it be economic, intellectual, or spiritual. Learning is unique to each person and each person, who has the interest, will benefit from the best possible learning situation that can be provided and consequently contribute to the whole of society. No one method applies to all. It is my goal to focus on the individual, adapt my methods to their needs, and inspire them to succeed. I enjoyed...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 65
- Mac Basic Computer Skills
- CLEP Introduction to Business Law
- Series 7
- +162 subjects

Nicholas: Philadelphia Series 65 tutor
Have been tutoring on and off in a variety of subject areas since the 7th grade. My areas of specialty are in the science and in money-related topics such as securities, insurance, economics, finance, and accounting.
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- Series 65
- Science
- Academic Coaching
- CFA
- +39 subjects
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- Business
- Technology and Coding
- Series 7
- +14 subjects

Gary: Philadelphia Series 65 tutor
I tutor securities licensing exam prep courses for NASAA & FINRA registrations (Series 6,7,63,65,66 and a few others). I do not teach from a book; I teach you how to pass the exam. I own a financial practice, hold the Series 65 and a CRPC designation, and my experience, knowledge & research are current and relevant. The exams are challenging. You need more than theory; you need to know how to pass.
Education & Certification
- Columbia College - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Personal Finance
- Business Ethics
- Microeconomics
- +68 subjects

Daniel: Philadelphia Series 65 tutor
...learning in hopes that they can help make the world a better place! I have worked in the past in assisting non-traditional students obtaining their High School Diploma as well as working with Martin County as a substitute teacher where I have taught several different classes and age groups. I started out my post-high school education at the University of South Florida where I went through many changes in majors and enjoyed taking a wide...
Education & Certification
- Illinois State University - Bachelor in Arts, Philosophy
- College of William and Mary - Juris Doctor, Legal Studies
Subject Expertise
- Series 65
- Personal Finance
- Business
- High School Economics
- +53 subjects

Brendan Daniel : Philadelphia Series 65 tutor
...book back to you. I firmly believe in bringing the practical application of subjects to education. What you are learning isn't all theory, after all. I'll have accomplished my job if I can be a foundational block to getting you closer to your goal. I graduated with a degree in Psychology and a minor in Economics. Since graduation, I worked in asset management as a portfolio manager while pursuing my CFA, and recently founded my...
Subject Expertise
- Series 65
- Productivity
- Series 24
- Series 57
- +61 subjects

Brian: Philadelphia Series 65 tutor
...help people and businesses achieve their desired improvements. I am a graduate of Portland State University. I received a Bachelor of Science with honors in Finance and Law. I also received a certificate in Black Studies with honors. I have a graduate degree from the Stonier Graduate School of Banking as well. I started a financial consulting business while in college then sold it a few years out of college. I became a US Marine....
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Business Enterprise
- Business Ethics
- Management
- +22 subjects

Christy: Philadelphia Series 65 tutor
...currently learning Dutch. I have studied Russian, French and Spanish. I earned 2nd place in the $100,000 Fx International Traders Competition sponsored by YLD Fx in London, with over 700 participants globally. Recognized as a "Woman of Outstanding Leadership", by the Executive Committee of "The International Women's Leadership Association" (TheIWLA), in June 2014. A member of "Who's Who in American Professionals and Entrepreneurs" Academic Scholar for 4 years at New York University School of Professional...
Education & Certification
- New York University - Bachelor of Science, International Economics
Subject Expertise
- Series 65
- Microeconomics
- Series 63
- Professional Certifications
- +32 subjects

Jarrett: Philadelphia Series 65 tutor
...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 decisions with the use of...
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
- Java
- Business Analytics
- HTML
- +20 subjects

Victoria: Philadelphia Series 65 tutor
...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 when we have discovered the...
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
- Business Writing
- Series 51
- Series 52
- +35 subjects

Aleta: Philadelphia Series 65 tutor
...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 and to helping you PASS...
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Managerial Accounting
- +10 subjects
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 52
- Math
- Series 6
- +24 subjects

Mark: Philadelphia Series 65 tutor
...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 is: HOW TO READ THE...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 65
- API - Associate in Personal Insurance
- College Business
- Spanish
- +66 subjects
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- Series 65
- Professional Certifications
- FINRA - Financial Industry Regulatory Authority
- ChFC - Chartered Financial Consultant
- +1 subjects

John: Philadelphia 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 10
- CPA
- Series 66
- +10 subjects

Mary: Philadelphia Series 65 tutor
...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). My career trajectory continued to expand beyond US domestic equity markets into global markets - Asia, Latin America, Europe as well...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Elementary School Writing
- Business Ethics
- High School Economics
- +95 subjects
Private Series 65 Tutoring in Philadelphia, PA
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 support as you prepare for the Series 65 exam, Varsity Tutors can be an excellent resource in helping you find a Philadelphia Series 65 tutor. Series 65 credential acquisition can be a critical step in advancing your career in finance. Most financial firms require it of employees involved in any sort of client-facing communications involving financial advice, and most states require it as a minimum requirement for those seeking to become registered investment advisers. If you have an interest in pursuing a career in portfolio management or financial communications, receiving your Series 65 can be a step in the right direction, and working with a Philadelphia Series 65 tutor can be useful.
How can a Philadelphia Series 65 tutor near me help me get ready to sit for the exam?
One of the most important ways a Philadelphia Series 65 tutor can help you prepare for the exam is by offering up a thorough review of the associated material. The exam is supposed to assess your expertise on a wide variety of financial instruments, investment portfolio arrangements, retirement plans, investment strategies, laws, and regulations, but it also evaluates your ability to apply that information to an array of investor scenarios relative to their risk capital, risk tolerance, and goals. Philadelphia Series 65 tutors can help you get ready for the test by going over all the possible test material in advance to ensure you have all your bases covered. Even if you think you've already done a pretty good job reviewing on your own, going over the material again with an instructor might highlight gaps in understanding where additional study could benefit you on the day of the test.
Philadelphia Series 65 tutors go through extensive interviews and vetting to ensure they have the requisite expertise to prepare you for the exam, but they are also assessed in terms of communication and instruction skills to make sure they have the ability to effectively teach you. They can develop lesson plans that break down the materials in a way that makes the workload manageable and eases the stress of preparation. Because these are individual sessions, you can seek clarification in the moment if you find yourself confused, allowing you to strengthen your comprehension as you go. This is a benefit you can't access if you're studying on your own, and that isn't always available in a classroom setting where a teacher has dozens of students.
Philadelphia Series 65 tutors can teach you valuable test-taking strategies, too. The exam features 130 multiple-choice questions, and you'll need to answer 94 correctly in 180 minutes in order to pass. Your private instructor can teach you different time management techniques to make sure you don't get hung up on tricky questions and run out of time. They can also teach you tactics for eliminating wrong answers in order to better evaluate remaining options when you run into questions where you're unsure of the right choice. Your Philadelphia Series 65 tutor can further prepare you by offering up practice problems. This step is important because it can get you comfortable with performing under time constraints and help improve your confidence before the day of the exam.
Philadelphia Series 65 tutoring can be built in a transparent fashion that drives accountability. Your instructor can show you how to set SMART (specific, measurable, attainable, relevant, and timely) goals. These goals can then become a plan of attack for your studies moving forward, establishing a time table for what work needs to be done at what time, a measuring stick for progress, a reminder to celebrate success, and motivation to continue reaching for the next milestone. The process of setting SMART goals is a valuable one in general, too, with applications beyond your preparation for the Series 65 exam, offering tangential benefits.
Philadelphia Series 65 tutoring can be flexible, though. These goals and plans can shift to accommodate your individual learning needs, which is one of the ways the solution differs from more conventional preparation options like courses. In a classroom setting, your teacher has a limited amount of time to cover a set curriculum, which means they can't necessarily deviate from a schedule. Your Philadelphia Series 65 tutor can change plans as needed. If it turns out you need to spend a little more time than expected to study the tax implications of certain elements of estate planning, they can make the necessary adjustments. These sessions are all about setting you up for success.
What are the benefits of working with a Philadelphia Series 65 tutor near me?
Philadelphia Series 65 tutoring is a convenient preparation option for those with busy schedules. It can be difficult to participate in something like a preparation course if you have a full-time job or are currently enrolled in school. It's not always easy to get to a specific place at a specific time each week. That's not a problem here. Our educational consultants can set you up with an instructor who's schedule fits with yours. You also get to choose a setting that best accommodates your learning style and ability to focus. Maybe that means the Parkway Central Library. Maybe that means you log on from your dining room table. Whatever the case might be, all you have to do is connect to the Live Learning Platform and meet up with your private instructor using tools like video chat, the virtual whiteboard, and document sharing. You get to participate on your own terms.
If you're ready to invest in the next phase of your career, Varsity Tutors can connect you with Philadelphia Series 65 tutors in as few as 24 hours. Maybe you're a recent graduate of Temple University. Perhaps you're a junior analyst at a financial firm who's ready to take things in a new direction. Whatever the case might be, getting your Series 65 can get you moving in the right direction. Don't wait any longer. Contact Varsity Tutors by phone or email to get things moving!
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.