Daniel: Salt Lake City Series 65 tutor
...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 variety of...
Education & Certification
- Illinois State University - Bachelor in Arts, Philosophy
- College of William and Mary - Juris Doctor, Legal Studies
Subject Expertise
- Series 65
- High School Level American History
- Business
- College English
- +53 subjects
Christopher: Salt Lake City Series 65 tutor
...of work experience as a business valuation analyst and level 3 of the CFA program, I have taken some time to travel (before Covid) and begin teaching online. My expertise is in options, futures, forwards, swaps and other financial derivatives, which I studied both at Middle Tennessee State University and the London School of Economics. I gained valuable tutoring experience in university after being offered a position in the finance lab as a head tutor,...
Education & Certification
- Middle Tennessee State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Business Ethics
- Study Skills
- Business Statistics
- +134 subjects
Ben: Salt Lake City 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
- AP Macroeconomics
- CFA
- Series 5 - Interest Rate Options Exams
- +33 subjects
Sarah: Salt Lake City Series 65 tutor
...for the past 5 years. I am Series 65, 66, and 63 certified. I recently received 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 -...
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
- A Level Economics
- Microsoft Excel
- CFP
- +36 subjects
Dana: Salt Lake City 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
- Business
- High School Economics
- Macroeconomics
- +27 subjects
Donald: Salt Lake City Series 65 tutor
...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 not know were possible. I was tested every...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- English
- Middle School Reading Comprehension
- CFP
- +35 subjects
Kyle: Salt Lake City 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
- SIE
- Series 63
- Business
- +10 subjects
James: Salt Lake City Series 65 tutor
...School of Engineering. Based on my strong academic record, I was able to accelerate the completion of my Master of Business Administration (MBA) in just one additional year, also at Cornell. Upon graduation, I applied my knowledge as a management consultant to Fortune 500 companies in many different industries, primarily in the role as a process and profit improvement specialist. I then joined an investment firm which was pioneering the use of Artificial Intelligence to...
Education & Certification
- Cornell University - Bachelor of Science, Operations Research
- Cornell University - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 65
- College Algebra
- Financial Accounting
- Professional Certifications
- +28 subjects
Albert: Salt Lake City Series 65 tutor
...and SAT. I am particularly 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...
Education & Certification
- Wuhan University - Bachelor in Arts, Broadcast Journalism
- University of California-Los Angeles - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Mandarin Chinese 4
- CFA
- SAT
- +46 subjects
John: Salt Lake City 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
- CPA
- Business
- Series 7 - General Securities Representative Exam (Stockbroker)
- +10 subjects
Raymond: Salt Lake City 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 22
- Series 7
- Series 31
- +5 subjects
David: Salt Lake City Series 65 tutor
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- Social Studies
- Series 10
- Series 6
- +16 subjects
Kevin: Salt Lake City Series 65 tutor
...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 with improved confidence, grades and test scores. Because...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Business
- IB Business & Management HL
- Algebra
- +41 subjects
Prince: Salt Lake City 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
- CFP
- ChFC - Chartered Financial Consultant
- FINRA - Financial Industry Regulatory Authority
- +1 subjects
Sebastian: Salt Lake City 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
- CFA
- CPA
- English
- +14 subjects
Scot: Salt Lake City Series 65 tutor
...and became a licensed financial advisor in June of 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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 16
- Series 4
- Series 10
- +12 subjects
Hal: Salt Lake City Series 65 tutor
...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 a nearly...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 65
- ASVAB
- ESL/ELL
- ISEE- Middle Level
- +166 subjects
Vincent : Salt Lake City Series 65 tutor
I 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...
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
- Personal Finance
- Series 7
- +14 subjects
Christy: Salt Lake City Series 65 tutor
...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 Studies majoring...
Education & Certification
- New York University - Bachelor of Science, International Economics
Subject Expertise
- Series 65
- ESL/ELL
- Microeconomics
- Economics
- +32 subjects
Eric: Salt Lake City 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 7
- College Accounting
- Insurance License
- +16 subjects
Private Series 65 Tutoring in Salt Lake City, UT
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 you connect with a qualified Salt Lake City Series 65 tutor in as little as 24 hours. Formally known as the Uniform Investment Adviser Law Examination, this particular assessment does not have any other prerequisites besides filling out specific forms when registering based on whether or not you are employed by a FINRA member firm. If you already know that you will need to take the Series 65 exam as a prerequisite to getting licensed as an investment adviser representative, signing up for a more comprehensive review plan with Salt Lake City Series 65 tutoring is a wise decision.
What are some benefits of working with a Salt Lake City Series 65 tutor near me?
Studying under the direction of a Salt Lake City Series 65 tutor means that you can get the academic assistance you need at a pace that works best for you. Since there is no set curriculum to adhere to, you and your instructor can decide how long to spend on certain topics. For example, if you show your understanding of the types and characteristics of equity securities, but you feel less confident when discussing ERISA issues, your instructor can focus on topics for as long as you need before moving on to more complex issues such as ethical practices and fiduciary obligations.
Salt Lake City Series 65 tutors can also personalize your instruction to fit your preferred learning styles. For example, if you retain information better by reviewing notes out loud, listening to lectures, and participating in discussions, your instructor can use these and other auditory learning strategies to help you. Similarly, if you need a visual approach such as using graphic organizers, infographics, and flashcards, the mentor can incorporate these into your study sessions as well. Regardless of the learning style you want to use while reviewing, the instructor can make use of any strategy to assist your understanding.
What concepts can Salt Lake City Series 65 tutors help me study?
The Series 65 exam covers laws, regulations, ethics, and topics such as retirement planning, portfolio management, and fiduciary responsibilities. Since there are a lot of different topics assessed on this exam, memorization of certain topics such as basic economics, analytical methods, and types of risk will be important. Your instructor can use a variety of techniques such as the use of mnemonics to help with this process.
Investment adviser representatives also need to be able to effectively communicate with both colleagues and clients, so your instructor can help you develop these skills as well. You can role-play with your mentor to get a feel for how to approach gathering client data, discussing a client's current and future financial situation, and other professional responsibilities.
Can Salt Lake City Series 65 tutors also help me cultivate test-taking strategies?
The format of the Series 65 exam has 130 multiple-choice questions that you have 180 minutes to complete. In order to pass, you will need to answer 94 of the 130 questions correctly. Multiple-choice questions can be challenging for some people, so your instructor can help you prepare for these types of questions in a number of ways. For example, if you have no idea how to answer one of the questions because it is phrased in a confusing way, the instructor can work with you to pick out keywords in the question. This technique can help you identify what the question is asking so you can start thinking of the best answer. Additionally, how to go about using the process of elimination to narrow down your potential answers can prove especially beneficial on this exam.
Since you need to obtain a specific score in order to pass, your instructor can suggest ways for you to manage your time on the exam. For example, the mentor can help you develop and practice with what questions to answer right away and which ones to save for later. Your instructor can also give you practice questions similar to the ones you will find on the test and walk you through answering these questions correctly. Having someone there to explain the answers as you work through them can be a great tool.
How can I start the process of working with a Salt Lake City Series 65 tutor near me?
Finding an experienced Salt Lake City Series 65 tutor used to take time, and it sometimes meant having to rearrange your schedule to accommodate it. However, Varsity Tutors offers a far more convenient opportunity with the use of their Live Learning Platform. Wherever you have your computer and an internet connection can become your virtual classroom. Whether you want to study from the comfort of your home, a local café, or any branch of the Salt Lake City Public Library, we can help put you in contact with an instructor who can work around the obligations of your daily life.
Our Live Learning Platform makes your online tutoring experience feel like your instructor is right there working with you. Our online platform has a number of interactive features you and the mentor can use to communicate with one another live. For example, the video chat feature makes it possible to see, hear, and speak to one another so that you can ask questions and get immediate feedback as you study. Also, you can pull up previously recorded sessions with your instructor if you need to review something important. Salt Lake City Series 65 tutoring offers both qualified and convenient support.
If Salt Lake City Series 65 tutoring sounds like a beneficial option for you, the educational consultants at Varsity Tutors are eager to speak to you today about the best options available to you. Our goal is to help you connect with a qualified instructor in as little as 24 hours and provide you with more specific information about the resources we offer. Instead of spending precious time trying to find an expert who can work around your schedule, you can trust us to find someone for you who can help you work toward your certification and academic goals.
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.