Top Series 65 Tutors serving Sacramento
Blake: Sacramento 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
- College Government
- +71 subjects
Brian: Sacramento 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 26
- FINRA - Financial Industry Regulatory Authority
- +22 subjects
Mark: Sacramento 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
- API - Associate in Personal Insurance
- Exam IFM - Investment and Financial Markets
- Series 57
- +70 subjects
Vincent : Sacramento 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
- Series 63
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +14 subjects
William: Sacramento 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
- Insurance License
- Series 27
- Series 82
- +25 subjects
Nancy: Sacramento 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 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- +81 subjects
Hal: Sacramento 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 10
- Series 6
- Series 86
- +167 subjects
Joseph: Sacramento 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 24
- Series 63
- Insurance License
- +12 subjects
Kevin: Sacramento 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
- CPA
- Series 7
- Series 63
- +41 subjects
Brendan Daniel : Sacramento 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 79
- Series 4
- SIE
- +61 subjects
Daniel: Sacramento 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
- Bar Exam
- Florida Bar Exam
- High School Business
- +53 subjects
Prince: Sacramento 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
- FINRA - Financial Industry Regulatory Authority
- CFP
- +1 subjects
Ben: Sacramento 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
- Exam IFM - Investment and Financial Markets
- Series 15 - Foreign Currency Options Exam
- Series 7 - General Securities Representative Exam (Stockbroker)
- +33 subjects
Donald: Sacramento 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 66
- Series 7
- ChFC - Chartered Financial Consultant
- +35 subjects
Dana: Sacramento 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 31
- Series 7 - General Securities Representative Exam (Stockbroker)
- +27 subjects
David: Sacramento Series 65 tutor
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- Series 24
- Series 63
- Series 6
- +16 subjects
Claudio: Sacramento 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 7
- Series 6
- +34 subjects
Mary: Sacramento 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 16
- Series 28
- Series 66
- +99 subjects
Zachary: Sacramento 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 63
- SIE
- Series 24
- +11 subjects
Albert: Sacramento 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 Sacramento, CA
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 can help if you have been looking for Sacramento Series 65 tutoring. The Series 65 (Uniform Investment Adviser Law Examination) is for investment advisor representatives who want to get their license. Passing the exam can show potential employers that you are qualified as an investment advisor. A private instructor can help you prepare for the exam by giving you one-on-one support.
Why should I sign up to study with a Sacramento Series 65 tutor near me?
Sacramento Series 65 tutors can study with you at your own pace. You can go as fast or as slow as you want without being pressured to keep up with other students or held up by them. If you want to stop and focus on a specific topic you are having difficulty with or delve deeper into a concept you find interesting, you can do so. Your instructor can give you a customized learning experience that caters to your needs. For example, if you are a visual learner, they can use flashcards, infographics, and other visual materials to help you learn and retain information. They can try out different teaching techniques until they find the ones that work best for you.
Private Sacramento Series 65 tutors can assess your knowledge and discover your weak points. They can create a study plan that addresses those points and gives you a comprehensive review of the information you need to know. Private instruction is a great way to bridge the gaps in your knowledge and refresh your memory.
Your private Sacramento Series 65 tutor can motivate you to reach for your goals. They can encourage you to continue your test preparation during your free time. You can ask them to recommend books or resources for you to find online or in a local library to supplement your tutoring sessions. You can develop a rapport with your instructor, which can cause you to look forward to each session.
Studying with private Sacramento Series 65 tutors can help boost your confidence as the day of your test approaches. It is also a great way to keep your skills sharp before the day of your test. A mentor can lead intensive conversations that help you gain a deeper understanding of the concepts you are learning about.
How can studying with a private Sacramento Series 65 tutor prepare me for my exam?
The Series 65 is designed by the North American Securities Administrators Association (NASAA) and is administered by the Financial Industry Regulatory Authority (FINRA). It has 130 multiple-choice questions, and you will have 180 minutes to complete them. You will need to get 94 questions correct to get a passing score.
A private instructor can help you review important concepts that will be covered on the exam. For example, your mentor can teach you about basic economic concepts such as business cycles and economic indicators if that is something you are having trouble understanding. Alternatively, they can delve deep into explaining the different types of risks (such as systematic vs unsystematic risks) if you find it a particularly interesting topic.
Your private Sacramento Series 65 tutor can even administer practice tests to help you prepare for your exam. Since the Series 65 has a time limit, it is important to pace yourself properly when answering questions. Your mentor can monitor your performance when you take the practice exam and give you instant feedback. They can point out bad habits and show you how they can be corrected. For example, you might have the bad habit of spending too much time on a single question. This can lead to not leaving yourself enough time for all the questions on the exam. Your mentor might advise you to take your best guess and move on in such a case.
Sacramento Series 65 tutors can also teach you helpful test-taking strategies. For example, they can advise you to read each question carefully before providing an answer. It is also important to double-check your answers before moving on to the next question. When dealing with multiple-choice questions, you might want to first eliminate answer choices that you know to be incorrect. This can help you arrive at the correct answer quicker.
How can I sign up to study with a private Sacramento Series 65 tutor near me?
Opting for private instruction can provide you with convenience and flexibility. It doesn't matter how busy you are or what your schedule is like. Whether you want to study in the morning, at night, or on Saturdays and Sundays, we can find a mentor who can work with you. You can set up sessions that work for you each week, even if your schedule varies.
Sacramento Series 65 tutoring is available over the internet, on our Live Learning Platform. This gives you additional convenience, as you won't have to leave the comfort of your home to study. You can also save time by avoiding a commute through traffic. As long as you have a working internet connection, you can meet your mentor. You can even study from your office, your favorite cafe, or a local library, such as the Valley Hi-North Laguna Branch of the Sacramento Public Library.
We have a video chat tool that allows you to see, hear, and speak with your instructor as if you were sitting face to face. There is also a virtual whiteboard your instructor can use to provide visual explanations or write down lesson topics. You can work with your editor in real-time on documents by using our live document editor. Sessions are recorded and can be watched at any time.
If you want to learn more about signing up for private Sacramento Series 65 tutoring, reach out to Varsity Tutors. Our educational consultants will be happy to answer your questions and help you find a mentor who can give you customized attention and help you reach for your goals. Give us a call as soon as possible and you can meet with your online mentor 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.