
Negeen: San Diego Series 65 tutor
...of educational experience in helping students learn in a fun, positive, and engaging atmosphere to exceed immediate and long-term goals personally and academically. Tailored experience teaching students of all backgrounds, ages, and subjects including but not limited to fostering attention and executive management leadership, Advanced Placement, International Baccalaureate, SAT, ACT, LSAT, California Bar Examination, undergraduate/graduate applications, and so much more. It would be my honor to help you/your loved one showcase your/his/her inner ability to...
Education & Certification
- University of California-San Diego - Bachelor in Arts, Political Science and Government
- University of San Diego School of Law - Juris Doctor, Legal Studies
Subject Expertise
- Series 65
- SAT Subject Test in German with Listening
- American Literature
- German 2
- +218 subjects

Eric: San Diego 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 66
- Series 52
- Business
- +16 subjects

Hal: San Diego Series 65 tutor
...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 thirty-year career in financial...
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 82
- Series 51
- High School Accounting
- +145 subjects

Dana: San Diego 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
- Professional Certifications
- ESL/ELL
- High School World History
- +27 subjects

Christian: San Diego Series 65 tutor
...with a double in Economics with Highest Honors and Russian. During my senior year, I wrote a Thesis surrounding how EU and US sanctions affected wages within the Russian labor market and am currently aiming to publish my research. Since graduation, I have received my Series 7, Series 63, and SIE certificates in order to work as a Financial Professional. Furthermore, I am currently aiming to take the CFA Level I Exam in February 2021....
Education & Certification
- University of North Carolina at Chapel Hill - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- International Business
- English
- Series 24
- +33 subjects

Michael: San Diego Series 65 tutor
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
Subject Expertise
- Series 65
- Business
- Series 86
- Series 6
- +13 subjects

Vincent : San Diego Series 65 tutor
...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
Subject Expertise
- Series 65
- High School Business
- Other
- College Economics
- +14 subjects

Kyle: San Diego 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
- FINRA - Financial Industry Regulatory Authority
- Business
- Series 63
- +9 subjects

Albert: San Diego Series 65 tutor
...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 and Bachelor of Engineering...
Education & Certification
- Wuhan University - Bachelor in Arts, Broadcast Journalism
- University of California-Los Angeles - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- GMAT Quantitative
- Accounting
- Graduate Test Prep
- +46 subjects

Nhan: San Diego Series 65 tutor
...University. Currently I am in another Master program, this one is for 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,...
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
- Middle School Math
- Cost Accounting
- AP Physics C: Mechanics
- +78 subjects

Mary: San Diego Series 65 tutor
...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 as into other asset classes FX,...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- SIE
- Series 82
- Business Calculus
- +95 subjects

Aleta: San Diego Series 65 tutor
...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 YOUR EXAM is providing an understanding...
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 7
- Finance
- Series 63
- +10 subjects
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- CAIA
- Series 6
- Series 7
- +14 subjects

Joseph: San Diego Series 65 tutor
...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
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- Professional Certifications
- +12 subjects

Aaron: San Diego Series 65 tutor
...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 do business the right way. My expertise started long ago when I...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 65
- Series 7
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- +7 subjects

Daniel: San Diego Series 65 tutor
...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 classes. After several eventful...
Education & Certification
- Illinois State University - Bachelor in Arts, Philosophy
- College of William and Mary - Juris Doctor, Legal Studies
Subject Expertise
- Series 65
- AP World History
- American Literature
- Economics
- +53 subjects

Victoria: San Diego Series 65 tutor
...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 student's learning style and thought-process. I...
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
- Economics
- College Economics
- Series 7 - General Securities Representative Exam (Stockbroker)
- +35 subjects

Ben: San Diego 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
- Series 5 - Interest Rate Options Exams
- Study Skills
- English
- +33 subjects

Kevin: San Diego Series 65 tutor
...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 I have over 20...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 7
- Math
- Executive Functioning
- +41 subjects

Claudio: San Diego 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
- Spanish 3
- Business Calculus
- IB Business & Management
- +34 subjects
Private Series 65 Tutoring in San Diego, 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 locate a qualified San Diego Series 65 tutor for you in as little as 24 hours. The Series 65, or Uniform Investment Adviser Law Examination, is an important step in becoming licensed as an investment adviser. The test covers many different topics, such as laws and regulations, ethics, portfolio management, retirement planning, and investment options. Learning everything you need to know can be challenging. San Diego Series 65 tutoring can be the solution to reviewing the appropriate material and getting the test prep you need to reach for your potential on the exam. Continue reading to learn more about how our process can help you do so without interfering with your busy schedule.
What are some advantages of working with a San Diego Series 65 tutor near me?
One-on-one instruction with a private tutor can have many benefits. There are no classroom distractions and no rigid curricula that can leave you wondering about certain subjects. Your instructor can create a customized study plan that accounts for your most challenging topics. When you make mistakes, they can correct you and explain the concept in more detail. Subjects can be explained from different angles, while the material you know can be skimmed over to save time.
San Diego Series 65 tutors can approach teaching from the perspective of the student. This means your instructor can take your learning style into account when creating lessons. They can focus on discussion if you are an auditory learner, or we can find a mentor who is adept at applying flashcards and infographics suited for visual learning. There are many benefits of teaching to your learning style. For one, it helps you understand more challenging material; second, recalling information can be easier, especially while you are taking an exam.
What topics can San Diego Series 65 tutors review with me?
The Series 65 covers a wide range of concepts and investment principles that you will use in your potential career. Providing investment advice to clients requires a vast array of knowledge. From foundational concepts in economics to analytical methods, risk, and types of investments, to the laws and regulations you need to know, your San Diego Series 65 tutor can spend time deepening your understanding of key topics while also being available to answer questions and clarify specific points. You can learn about different investment accounts, retirement plans, and estate planning, for example, from your mentor. Much of the information reviewed can require a fair amount of memorization, which your instructor can help with using various techniques and approaches.
When it comes to test prep, one of the most useful methods can be practice tests. These can familiarize you with the format and help you realize what to prepare for while providing your educator with an idea of how well you understand the material. If there are things you don't understand, your instructor can target them in your next study session. They can even talk you through topics while relating them to the profession, even by having you play the role of a customer or adviser to practice applying the knowledge learned.
Can a San Diego Series 65 tutor teach me test-taking strategies?
San Diego Series 65 tutoring can cover test-taking strategies as well. Consisting of 130 multiple-choice questions, the Series 65 gives you 180 minutes to complete the assessment. Three hours may seem like enough, but you need to not only understand the material, but also work efficiently. Getting hung up on questions can prevent you from completing the test in time. To avoid this, San Diego Series 65 tutors can teach you how to analyze questions and then eliminate wrong answers, which can provide a more limited selection from which you can take an educated guess if the question is extremely challenging.
Using practice questions during your study sessions can help an instructor assess your skill level. These can be the basis of how your mentor formulates a strategy for you. Practice exercises can also help you work on efficiency and confidence. Simulating the exam with material you need to know can prevent any surprises on test day. San Diego Series 65 tutoring can be a good idea no matter how well you know your investment facts, principles, and rules.
How can I get started with a San Diego Series 65 tutor near me?
If your work, school, or family activities make seeking tutoring prohibitive, there is a way you can find time for San Diego Series 65 tutors. Studying online avoids having to travel as you can study at home using your computer, or you can log in at the Mission Valley branch of the San Diego Public Library. Private instructors are capable of working with you remotely, while we can find an educator who is available when you have the time to study.
Our proprietary Live Learning Platform makes all this possible. It lets you and your mentor communicate in real-time using video chat. A shared document editor enables you to work on assignments directly within the system during a study session, while your instructor can share information via a virtual whiteboard. Better yet, every session is recorded so you can go back and review everything later. This can be a highly effective way to study and work on developing your skills and confidence.
You can receive high quality instruction through experienced educators and an intuitive platform from wherever you prefer to log in. There's also no need to look for a San Diego Series 65 tutor on your own, which can be difficult and time consuming. We can locate a knowledgeable, communicative, and understanding instructor who enjoys helping students with test prep. This can save a great deal of time and help you put more resources into reviewing material and getting ready for your licensing exam. Contact Varsity Tutors today to discuss your needs and we can help connect you with a dedicated tutor in as little as a day. We are looking forward to helping you get started.
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.