Peter: Pittsburgh Series 65 tutor
...doing so. These licenses are so valuable, that you have the potential to make as much money, if not more money than doctors and lawyers. You do not need a secondary degree, you just need to pass the tests. You would want me as at tutor mainly because of my experience. My expertise is in OPTIONS and MARGIN. I started a broker-dealer from scratch, was a manager of other reps, and was a producer. To...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 65
- Series 3
- SIE
- Series 28
- +16 subjects
Joseph: Pittsburgh Series 65 tutor
Hello Prospective 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!...
Education & Certification
- Community College of Allegheny County - Associate in Arts, Liberal Arts and Sciences
Subject Expertise
- Series 65
- English
- Series 6
- Business
- +12 subjects
Gary: Pittsburgh 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
- Math
- Financial Accounting
- Series 28
- +67 subjects
William: Pittsburgh 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 86
- Series 22
- Series 26
- +20 subjects
Blake: Pittsburgh Series 65 tutor
...enjoy mentoring and teaching others because that is what has helped me in my life 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,...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- Social Studies
- PreACT
- Psychologies
- +71 subjects
Claudio: Pittsburgh 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
- AP Macroeconomics
- ACCUPLACER Elementary Algebra
- +34 subjects
Mark: Pittsburgh Series 65 tutor
...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 QUESTIONS. Bilingual in SPANISH P.S. I have multiple testimonials from my students passing...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 65
- CLEP Principles of Macroeconomics
- A Level Citizenship
- Math
- +65 subjects
Nancy: Pittsburgh Series 65 tutor
I enjoy teaching a variety 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...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- ACT
- Finance
- Series 66
- +81 subjects
Eric: Pittsburgh 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
- Professional Certifications
- Series 7
- College Accounting
- +16 subjects
Daniel: Pittsburgh Series 65 tutor
...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 variety of classes. After several eventful years at USF, I received an opportunity to move to Illinois and fix...
Education & Certification
- Illinois State University - Bachelor in Arts, Philosophy
- College of William and Mary - Juris Doctor, Legal Studies
Subject Expertise
- Series 65
- ACT Reading
- SAT Verbal
- College World History
- +53 subjects
Sebastian: Pittsburgh 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
- Technology and Coding
- Business
- FRM
- +14 subjects
Jarrett: Pittsburgh Series 65 tutor
...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 analytics. I am also passionate about the power of education because I have seen firsthand in my own...
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 6
- Finance
- Business
- +20 subjects
Nhan: Pittsburgh Series 65 tutor
...Accountancy, specialized in Auditing. I am expected to finish my second Master in Fall of 2019, and I will start my Doctorate program for Business and Corporate Strategies in August 2019. My primary areas of focus are Finra licensing, such as Series 7 and Series 65, along with Economics, Finance and General Accounting. I believe in a thorough and rational approach to learning, where individual problem can be tackle using all available resources. By identify...
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 65
- Python
- Series 63
- Pre-Calculus
- +78 subjects
Kyle: Pittsburgh 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
- Insurance License
- Series 6
- Professional Certifications
- +10 subjects
Sarah: Pittsburgh Series 65 tutor
...my MBA, and will be sitting for a CFP this November. I gained my Series 65 a year and a half ago - first try - Have worked with more than 50 students since Oct. 2, 2022 tutoring - I have full content and q-banks. Since then I've had a 95% pass rate. I have a proven method - and the most up to date material. As important as having the correct content, test taking...
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
- Business Enterprise
- Economics
- A Level
- +36 subjects
Victoria: Pittsburgh Series 65 tutor
...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 student's learning style and thought-process. I believe learning should be an engaging, inspiring activity where the student can...
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
- Series 24
- Insurance License
- AP Microeconomics
- +35 subjects
Ben: Pittsburgh 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
- Languages
- FRM
- Dutch
- +33 subjects
David: Pittsburgh Series 65 tutor
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- Series 63
- High School Level American History
- Series 7
- +16 subjects
Prince: Pittsburgh 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
- FINRA - Financial Industry Regulatory Authority
- +1 subjects
Zachary: Pittsburgh Series 65 tutor
...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 understanding of the "test world" concepts and their...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- Series 7
- Professional Certifications
- SIE
- +5 subjects
Private 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 the best tutor for your particular needs while offering flexible scheduling to fit your busy life.
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!
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.