
Daniel: San Francisco-Bay Area Series 65 tutor
...in Philosophy at Illinois State University in less than two years. Before graduating from ISU I took the LSAT and began applying to Law Schools. I was ecstatic to be accepted and attend our nation's oldest law school. I graduated from the College of William and Mary's School of Law in the top third of my class, which was no easy feat considering that I went into law school with one child and before I...
Education & Certification
- Illinois State University - Bachelor in Arts, Philosophy
- College of William and Mary - Juris Doctor, Legal Studies
Subject Expertise
- Series 65
- Other
- SAT Writing and Language
- American Literature
- +53 subjects

Dana: San Francisco-Bay Area 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
- Series 63
- Middle School Reading Comprehension
- ESL/ELL
- +27 subjects

Victoria: San Francisco-Bay Area Series 65 tutor
...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 believe learning should be...
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
- Middle School Reading
- English
- Series 66
- +35 subjects
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- Series 65
- FINRA - Financial Industry Regulatory Authority
- Professional Certifications
- ChFC - Chartered Financial Consultant
- +1 subjects

Joshuah: San Francisco-Bay Area Series 65 tutor
...have passed the Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost, I will make sure that we progress with content at a speed that fits you until you are confident for test day. There are no stupid questions, only impatient teachers. Don't wait, get help, pass...
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- Series 65
- Business
- CFA - Chartered Financial Analyst - Level 1
- Professional Certifications
- +10 subjects

Mary: San Francisco-Bay Area Series 65 tutor
...firm, collaborating with other member firms and the Board of Governors, serving on committees, worked on new business initiatives, recruiting and training new hires from top universities. At the time, O'Connor was the largest market maker in the U.S. financial options exchanges and had been looking to partner with a larger financial institution. The firm entered into a joint venture with Swiss Bank creating the opportunity to become part of a newly formed global team...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 86
- Business Calculus
- Professional Certifications
- +95 subjects

Brendan Daniel : San Francisco-Bay Area Series 65 tutor
...practical application of subjects to education. What you are learning isn't all theory, after all. I'll have accomplished my job if I can be a foundational block to getting you closer to your goal. I graduated with a degree in Psychology and a minor in Economics. Since graduation, I worked in asset management as a portfolio manager while pursuing my CFA, and recently founded my own firm. Currently, I am a level 3 CFA candidate...
Subject Expertise
- Series 65
- Microeconomics
- AP Statistics
- Series 10
- +61 subjects

Albert: San Francisco-Bay Area Series 65 tutor
...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 Digital Packaging Engineering,...
Education & Certification
- Wuhan University - Bachelor in Arts, Broadcast Journalism
- University of California-Los Angeles - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Managerial Accounting
- IB Economics
- TOEFL
- +46 subjects

James: San Francisco-Bay Area Series 65 tutor
...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 managing client portfolios. For those unfamiliar with Operations Research, it is generally defined as the application of advanced analytics, primarily mathematics based, to make better business decisions. As a result, I believe Algebra is essential to long-term mathematics learning, knowledge, and personal...
Education & Certification
- Cornell University - Bachelor of Science, Operations Research
- Cornell University - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 65
- Statistics
- Intermediate Algebra
- Linear Programming
- +28 subjects

Raymond: San Francisco-Bay Area 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 6
- Professional Certifications
- Other
- +5 subjects
Education & Certification
- Tulane University of Louisiana - Bachelor of Science, Biology, General
Subject Expertise
- Series 65
- Series 86
- Test Prep
- Professional Certifications
- +23 subjects

Jarrett: San Francisco-Bay Area Series 65 tutor
...same since. After graduation I began a career 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...
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
- HTML
- Business
- Data Analysis
- +20 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- ACT
- Series 7
- High School World History
- +16 subjects

Blake: San Francisco-Bay Area Series 65 tutor
...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, Algebra 1 and...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- Study Skills and Organization
- Math
- SAT Reading
- +71 subjects

Claudio: San Francisco-Bay Area 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
- Business
- Algebra 2
- Math
- +34 subjects

Mark: San Francisco-Bay Area Series 65 tutor
...& # 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 QUESTIONS. Bilingual in...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 65
- SIE
- Economics
- Managerial Accounting
- +66 subjects

Joseph: San Francisco-Bay Area Series 65 tutor
...patient with my students, especially those studying for FINRA and State Insurance Licensing exams. I have created unique study plans and practice exam questions that have assisted my students to pass their exams without any doubt about their capabilities. I'm happy to help you succeed in all FINRA and State Insurance Exams tutoring. Your passing grade is both of our goals! I welcome all students to study together to obtain that license and realize their...
Education & Certification
- Yeshiva University - Bachelor of Science, Economics
- Western Governors University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 3
- Beginner Spanish (Grades 4-5)
- AP Microeconomics
- +48 subjects

Ben: San Francisco-Bay Area 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
- CPA
- Series 7 - General Securities Representative Exam (Stockbroker)
- Macroeconomics
- +33 subjects

Nhan: San Francisco-Bay Area Series 65 tutor
...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, where individual problem can...
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
- Pre-Calculus
- Study Skills
- Business Writing
- +78 subjects

Sarah: San Francisco-Bay Area Series 65 tutor
...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 - and the most up to date material. As...
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
- Professional Certifications
- Productivity
- +36 subjects
Private Series 65 Tutoring in San Francisco-Bay Area, 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.
You can study for your upcoming Series 65 exam by contacting Varsity Tutors and connecting with a San Francisco-Bay Area Series 65 tutor. This can be an excellent way to get more out of the time that you put into preparing for this difficult exam. You can get a personalized learning experience that helps you develop a better understanding of the most important Series 65 topics. Below, you'll find more information on San Francisco-Bay Area Series 65 tutoring and how you can benefit from signing up for it. When you're ready to get started with a private instructor, you can contact us directly to easily do so.
What can I get out of studying with a San Francisco-Bay Area Series 65 tutor near me?
The Series 65 is a certification that is often sought by individuals who wish to become investment analysts. You may need to earn the certification before you can become qualified to work in this role. In order to earn the Series 65 certification, you'll need to pass the exam that's associated with it. Studying with a San Francisco-Bay Area Series 65 tutor is an excellent way to enhance the efficiency and effectiveness of your study sessions for this challenging exam.
The Series 65 test can be difficult to prepare for because of its wide-ranging content. It features 130 multiple-choice questions and has a time limit of 180 minutes. You'll need to answer at least 94 of these questions correctly in order to pass the Series 65 exam and earn your certification. If you're able to do this, then you'll be well on your way towards a career as an investment advisor.
There are many different topics that you'll want to spend some time reviewing during your test preparation process. San Francisco-Bay Area Series 65 tutors can help you learn more about all of these topics. For example, they can assist you with methods for determining the value of equity securities, mutual funds, real estate investment trusts, tax implications of pooled investments, and much more. When you sign up to work with a private instructor, you'll get to learn from someone who is an expert on all of these topics. This is one of the reasons why you can make more efficient progress towards your Series 65 exam goals if you sign up to work with a San Francisco-Bay Area Series 65 tutor.
You may be interested in signing up for San Francisco-Bay Area Series 65 tutoring but unsure of how to fit it into your schedule. We can help you solve this issue when you reach out to us directly. If you do, we'll help you find an educator to work with who is able to support your test preparation process while also respecting your scheduling needs. This makes it easy to get the Series 65 exam help that you've been looking for without having to rearrange the other important parts of your life to get it.
The San Francisco-Bay Area Series 65 tutors that we connect you with will work with you entirely online. This can add even more flexibility to this learning tool. For example, you won't have to deal with the hassle of commuting to and from a physical location for each of your learning sessions. Instead, you'll be able to meet with them from anywhere that you have a solid internet connection. This could be at your home, at the Sunset Branch Library, or anywhere else that you find convenient. This flexibility is one of the key benefits of private test preparation instruction.
Since you'll work with your educator online, you won't be limited to only working with instructors who live close enough to meet with you in person. Instead, we'll be able to connect you with educators from across the country. This allows us to find you the most qualified Series 65 instructors for you to work with. This could help you gain additional insight into the material that you'll encounter while taking the Series 65 exam.
You and your San Francisco-Bay Area Series 65 tutor will work together on our powerful Virtual Learning Platform. This platform enables you to get the same benefits that you would get through in-person instruction in a more convenient online setting. It features many sophisticated academic tools, including things like a virtual whiteboard that allows you to interact with your educator in a number of helpful ways. The platform also features integrated live video chat so you can easily communicate with your instructor throughout the entirety of your time together.
Your instructor will meet with you in a one-on-one setting. This is important because it enables them to create a personalized lesson plan that is based on your specific academic needs. Your instructor can help you with the Series 65 topics that you need the most assistance with. You can work through each topic that they cover at your own pace and stop to ask for additional assistance whenever you need it. This level of personalization can be hard to replicate through other test preparation options. It's one of the factors that sets this learning tool apart from others.
The personalization that you get out of this learning tool also extends to the instructional methodologies that your educator uses while working with you. They can shift the way that they teach you based on your learning style. For example, your educator can provide you with sample problems to work on if you're someone who learns best by doing. Completing these under the guidance of your educator can give you the chance to experience what the Series 65 exam will be like before you can be penalized for making any mistakes.
How can I find a San Francisco-Bay Area Series 65 tutor near me to learn from?
Do you think that you would benefit from San Francisco-Bay Area Series 65 tutoring? If you do, then consider reaching out to Varsity Tutors today to get started with it. When you do, we can connect you with an instructor who is able to help you grow academically while also respecting your scheduling needs. This could be just what you need to take the next step towards your Series 65 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.