
Michael: Pittsburgh Series 65 tutor
Certified Series 65 Tutor in Pittsburgh, PA
I have over a decade of experience in the financial services industry, ranging from annuity servicing, internal wholesaling, external wholesaling, institutional sales, and financial advising. I have tutored many along the way to help them pass their FINRA exams. Learning the real-world applicability and what the exam is trying to get you to understand will help you to pass so that you can begin/further your career. I'm here to help!
Education & Certification
Rasmussen College-Minnesota - Bachelor of Science, Business Administration and Management

Kevin: Pittsburgh Series 65 tutor
Certified Series 65 Tutor in Pittsburgh, PA
...MBA and inventive Patent Holder with the US Patent Office, I know that learning is a great investment. My passion for teaching comes from a life long passion for learning. Im a Masters Degree graduate of Washington University in St. Louis (Olin School of Business: Finance emphasis) and also received my Bachelor of Science in Accounting from Truman State University. Both students and parents say that I help students succeed and realize their own potential...
Education & Certification
Truman State University - Bachelor of Science, Accounting
Washington University in St Louis - Masters in Business Administration, Finance

John: Pittsburgh Series 65 tutor
Certified Series 65 Tutor in Pittsburgh, PA
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

Aleta: Pittsburgh Series 65 tutor
Certified Series 65 Tutor in Pittsburgh, PA
...the Certified Series 7, 6, 63, and 65 and a Life, Health, Annuities and Variable Contracts Producer License from the State of Virginia. I also hold a Master of Business Administration degree with a concentration in finance. I am knowledgeable and prepared to help you PASS YOUR EXAM!! YOU will not only understand the content for the exam, you will learn the structure and test taking skills needed to PASS YOUR EXAM.
Education & Certification
University of Miami - Bachelor in Arts, Public Relations
Hampton University - Masters in Business Administration, Finance

Aaron: Pittsburgh Series 65 tutor
Certified Series 65 Tutor in Pittsburgh, PA
...a student of the financial realm; and to this day, constantly work to perfect my craft. I believe a lot of work done by financial professionals is noble, they have the ability to help others retire comfortably, protect themselves and loved ones against unfortunate circumstances, help others as 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...
Education & Certification
University of Nebraska at Omaha - Bachelor of Science, Finance
Kansas State University - Master of Science, Financial Planning

Hal: Pittsburgh Series 65 tutor
Certified Series 65 Tutor in Pittsburgh, PA
...a variety of other qualifications. In 2019, as I began tutoring and realized that it had been decades since I originally passed my securities licensing exams, I took the Securities Industry Essentials Exam (SIE), and retook the Uniform Investment Adviser Law Exam (Series 65), and the National Commodities Futures Exam (Series 3), passing each on a single sitting. Over the past two years, I've tutored well over 200 students, balancing that with authoring a couple...
Education & Certification
Frostburg State University - Bachelor of Science, Accounting and Business Management
Frostburg State University - Master of Science, Management Science

Vincent : Pittsburgh Series 65 tutor
Certified Series 65 Tutor in Pittsburgh, PA
...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 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

Nolan: Pittsburgh Series 65 tutor
Certified Series 65 Tutor in Pittsburgh, PA
As an investment professional for over thirty years, I really enjoy teaching the nuances of the craft. It's a great career and students can benefit from my victories and defeats. Tutorship exclusively by the Thayer Method; This methodology is one in which students are responsible for their own learning. They study material prior to attending class and classroom time is spent reinforcing/clarifying lesson material. If you are unmotivated, I am not the correct teacher.
Education & Certification
Eastern Illinois University - Bachelor in Arts, English
University of Wisconsin-Madison - Master of Science, Finance

Nicholas: Pittsburgh Series 65 tutor
Certified Series 65 Tutor in Pittsburgh, PA
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

Albert: Pittsburgh Series 65 tutor
Certified Series 65 Tutor in Pittsburgh, PA
...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 Digital Packaging Engineering, both from Wuhan University, Duke University's Chinese partner and a...
Education & Certification
Wuhan University - Bachelor in Arts, Broadcast Journalism
University of California-Los Angeles - Masters in Business Administration, Finance

Eric: Pittsburgh Series 65 tutor
Certified Series 65 Tutor in Pittsburgh, PA
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

Kathleen: Pittsburgh Series 65 tutor
Certified Series 65 Tutor in Pittsburgh, PA
...Consultant (ChFC), the knowledge learned from these designations exceeds the requirements for the exam. My passion for teaching is revealed by sharing real world stories, test taking tips, and various ways to help you retain the material. Students have told me my tutoring style is energetic, fun, and engaging. Track record of success helping new and experienced professionals pass their exams and earn their professional designations. I am excited about the opportunity to help you...
Education & Certification
The University of Texas at Arlington - Bachelor in Business Administration, Finance

Dana: Pittsburgh Series 65 tutor
Certified Series 65 Tutor in Pittsburgh, PA
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

Gary: Pittsburgh Series 65 tutor
Certified Series 65 Tutor in Pittsburgh, PA
I received a Bachelor in Business Management with emphasis in Processes and a CRPC designation from Kaplan College for Financial Planning. With many years of experience as a business owner, financial advisor and consultant, my teaching style and substance comes from a wealth of practical knowledge and industry experience. I tutor at the college and professional level and work mainly with people who are preparing for securities and insurance exams, but also some business classes.
Education & Certification
Columbia College - Bachelor in Business Administration, Business Administration and Management

Claudio: Pittsburgh Series 65 tutor
Certified Series 65 Tutor in Pittsburgh, PA
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

Donald: Pittsburgh Series 65 tutor
Certified Series 65 Tutor in Pittsburgh, PA
...to lifelong learning and always improving myself and others. I am excited to share my experiences in order to show that education CAN BE fun and that it can open many doors for you in life.... it's just all about perspective! I attended the United States Naval Academy and was a linebacker for the football team from 2011-2015. I earned my Bachelors of Science in History. The Naval Academy challenged me in ways I did...
Education & Certification
United States Naval Academy - Bachelor of Science, History
Louisiana State University-Shreveport - Masters in Business Administration, Finance

Victoria: Pittsburgh Series 65 tutor
Certified Series 65 Tutor in Pittsburgh, PA
...and I am a Certified Financial 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...
Education & Certification
University of South Alabama - Bachelor of Science, Biology, General
Florida Atlantic University - Masters in Business Administration, Business Administration and Management

Christopher: Pittsburgh Series 65 tutor
Certified Series 65 Tutor in Pittsburgh, PA
...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 to get ahead to be a great fit for me....
Education & Certification
Middle Tennessee State University - Bachelor of Science, Finance
Education & Certification
University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy

Sebastian: Pittsburgh Series 65 tutor
Certified Series 65 Tutor in Pittsburgh, PA
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
Private In-Home and Online Series 65 Tutoring in Pittsburgh, PA
Receive personally tailored Series 65 lessons from exceptional tutors in a one-on-one setting. We help you connect with in-home and online tutoring that offers flexible scheduling and your choice of locations.
If you're in need of a private instructor to help you prepare for the Series 65 exam in the Pittsburgh area, Varsity Tutors can connect you with a Pittsburgh Series 65 tutor. The Series 65 exam can be a difficult exam to pass, but a necessary one for those pursuing certain career paths. Most states require it of those interested in becoming a registered investment adviser. Many financial firms require it of those involved with client-facing communications pertaining to investment advice. If you're looking towards a career as a portfolio manager or as a communications manager in finance, attaining your Series 65 can be helpful. Working with a Pittsburgh Series 65 tutor can be a wise investment.
How can a Pittsburgh Series 65 tutor near me help me get ready to take the test?
One of the things that make sitting for the Series 65 exam so difficult is the sheer amount of material you need to review. The test is meant to assess whether you have the requisite expertise on a variety of financial instruments and strategies to adequately advise different types of investors on financial decisions related to their goals. This requires a working knowledge of economics, finance, regulations, and ethics, as well as sound judgment when it comes to understanding how all the moving pieces work together. Reviewing all of the material that goes into such an assessment can seem overwhelming, but that's where Pittsburgh Series 65 tutors come into play. They can create a lesson plan that divides the material into a manageable schedule that is far less stressful to contemplate but still covers all the bases, ensuring you're ready to go when the time comes.
Pittsburgh Series 65 tutoring always takes place on a one-to-one basis, giving you access to an expert on this material. Your instructor is put through intensive vetting to make sure they know the material like the back of their hand. They are also evaluated as educators to make sure they can effectively communicate the lessons to their students. The dynamic of these sessions allows you to ask for clarifications as you learn, strengthening your comprehension of the material as you go. This is a benefit you can't access if you're preparing on your own and isn't always available when you're a student in a classroom of twenty or more.
Pittsburgh Series 65 tutors can also help you develop test-taking strategies. Knowing all the material isn't of much use if you're not well-equipped to demonstrate that knowledge. Your instructor can start you off by familiarizing you with the language you're likely to encounter on the exams. Confusing question structures can trip up even the most prepared students, but if you know what to expect, you can better interpret what is being asked of you. The exam features 130 multiple-choice questions, and your instructor can teach you different tactics for eliminating obviously wrong answers when you come across a question where you're unsure of the right answer, leaving you with fewer options to choose from. They can also teach you pacing techniques that can help you avoid running out of time as you make your way through the exam. These sorts of strategies can not only boost your performance but your confidence ahead of the big day.
Pittsburgh Series 65 tutoring can be structured in a way that keeps you focused on your progress and work. Your instructor can help you set SMART (specific, measurable, attainable, relevant, and timely) goals that serve as a plan for your studies, ultimately tracking how far you've come and how far you have to go. This can be motivational as you strive to reach the next milestone on the map. It's also a planning process with applications beyond your Series 65 exam preparation, as it's a tool that can be used in other academic and professional efforts.
Pittsburgh Series 65 tutoring can be flexible, too. These goals are not firmly tied to a timetable the way a curriculum in a preparation class might be. In a classroom setting, your teacher can't necessarily slow down to make sure all students are ready to move forward before turning to the next topic if they want to get through all the material by the time the class is done. Pittsburgh Series 65 tutors aren't bound by those same limits. If it turns out, for example, that you need more time than initially anticipated to fully understand the investment theories, models, and hypotheses behind Capital Market theory, your Pittsburgh Series 65 tutor can rearrange the schedule to allocate more time to the topic. These sessions are about you and your goals first and foremost.
Why should I consider working with a Pittsburgh Series 65 tutor near me?
Pittsburgh Series 65 tutoring is a convenient preparation option that can work with the busiest of schedules. Many candidates for the exam don't have the bandwidth to run across town and make it to a specific location by a specific time, or may not have the luxury to rearrange their schedule just to accommodate a class. That's not a concern with these sessions. We work to match you with an instructor whose schedule already fits with your own, and you get to choose a location that works for you. Maybe that means you work from Hillman Library. Maybe that means you're working in bed. Whatever works best for you, all you need to do is log on to the Live Learning Platform to connect with your instructor using features like video chat, document sharing, and the virtual whiteboard. These sessions take place on your terms.
If you're ready to get serious about preparing for the Series 65 exam, Varsity Tutors can get you set up with Pittsburgh Series 65 tutors in as little as 24 hours. It doesn't matter whether you're a recent college graduate, an aspiring investment adviser, or a current financial professional looking to switch tracks - we can find a solution for you. Contact Varsity Tutors today to get the ball rolling!
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