Gary: Seattle 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
- AP Microeconomics
- Cryptogrophy
- English
- +65 subjects
John: Seattle 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
- Series 9
- CPA
- Other
- +10 subjects
Daniel: Seattle Series 65 tutor
...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 in less than two years. Before graduating from ISU I took...
Education & Certification
- Illinois State University - Bachelor in Arts, Philosophy
- College of William and Mary - Juris Doctor, Legal Studies
Subject Expertise
- Series 65
- SAT Writing and Language
- LSAT Reading Comprehension
- Social Studies
- +53 subjects
David: Seattle Series 65 tutor
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- Test Prep
- Social Studies
- Series 24
- +16 subjects
Frank: Seattle Series 65 tutor
Education & Certification
- CUNY Brooklyn College - Bachelor of Science, Industrial and Organizational Psychology
- University of Memphis - Doctor of Philosophy, Accounting and Finance
Subject Expertise
- Series 65
- CIMA
- Business
- Other
- +9 subjects
Brian: Seattle Series 65 tutor
...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 select academic topics, select professional exam pre test materials, soft skills,...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Finance
- Series 9
- Business Enterprise
- +22 subjects
Joseph: Seattle 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
- Series 7
- Insurance License
- Series 66
- +12 subjects
Sebastian: Seattle 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
- Series 6
- CPA
- CFA - Chartered Financial Analyst - Level 1
- +14 subjects
Claudio: Seattle 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
- High School Economics
- AP Microeconomics
- AP Spanish Language & Culture
- +34 subjects
Ben: Seattle 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
- CFA - Chartered Financial Analyst - Level 2
- Public Speaking
- CFA - Chartered Financial Analyst - Level 1
- +33 subjects
Albert: Seattle Series 65 tutor
...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, both from Wuhan University, Duke University's Chinese partner...
Education & Certification
- Wuhan University - Bachelor in Arts, Broadcast Journalism
- University of California-Los Angeles - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Accounting
- Economics
- SAT Subject Test in Chinese with Listening
- +46 subjects
Michael: Seattle 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
- Other
- High School Accounting
- Economics
- +13 subjects
Kathleen: Seattle Series 65 tutor
...Chartered Financial Consultant (ChFC), the knowledge learned from these designations exceeds the requirements for the exam. My passion for teaching is revealed by sharing real world stories, test taking tips, and various ways to help you retain the material. Students have told me my tutoring style is energetic, fun, and engaging. Track record of success helping new and experienced professionals pass their exams and earn their professional designations. I am excited about the opportunity to...
Education & Certification
- The University of Texas at Arlington - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- Series 10
- CFP
- Series 52
- +25 subjects
Vincent : Seattle 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
- College Business
- High School Business
- Finance
- +14 subjects
Donald: Seattle Series 65 tutor
...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 held numerous instructor and leadership positions while at the Naval Academy...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Middle School Reading
- ChFC - Chartered Financial Consultant
- Middle School Writing
- +35 subjects
Kyle: Seattle 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
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +9 subjects
Victoria: Seattle Series 65 tutor
...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 envision how their new knowledge will apply to real-life scenarios. I am also a firm proponent of education, believing it to be absolutely necessary for an improved quality of life, and I try to impart this appreciation to all of my students.
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
- High School Economics
- Econometrics
- Middle School Reading Comprehension
- +35 subjects
Mary: Seattle Series 65 tutor
...experience to set a foundation for our respective quantitative trading roles. I became a market maker, providing liquidity to the public orders, a specialist, keeping an orderly book of all public orders, and floor manager, overseeing the daily operations. The environment was dynamic, highly demanding, requiring laser focus, preparation and stamina. An integral member of the firm, collaborating with other member firms and the Board of Governors, serving on committees, worked on new business initiatives,...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Financial Accounting
- IB Business & Management
- Series 79
- +95 subjects
Nicholas: Seattle Series 65 tutor
Have been tutoring on and off in a variety of subject areas since the 7th grade. My areas of specialty are in the science and in money-related topics such as securities, insurance, economics, finance, and accounting.
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- Series 65
- Macroeconomics
- Finance
- IB Business & Management
- +39 subjects
Aaron: Seattle Series 65 tutor
...my Bachelor's in Finance from the University of Nebraska-Omaha. During that time, I obtained my Series 7 and 66 licenses. Shortly after obtaining those licenses, I then obtained the Series 4, 24 and 53 licenses. To continue my pursuit of growth, I went on to earn my Certified Financial Planner (CFP) designation. A short time later, I enrolled at Kansas State University and earned a Master's degree in Personal Financial Planning. Recently, I've earned the...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 65
- Other
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +7 subjects
Private Series 65 Tutoring in Seattle, WA
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 connect you with a knowledgeable and capable Seattle Series 65 tutor in as little as 24 hours. The Series 65, also known as the Uniform Investment Adviser Law Examination, is one of the requirements that you will likely need to meet before you can obtain licensing as an Investment Adviser, though this varies from state to state. The Series 65 covers a broad range of concepts that you will need to comprehend in order to succeed as an Investment Adviser, such as the various laws, ethics, and regulations that come with the position. Thorough preparation is a must in order for you to put your best foot forward on this exam. Here, we will explore the advantages offered when you study with Seattle Series 65 tutors.
What kind of benefits can I expect from personalized Seattle Series 65 tutoring?
Personalized instruction can provide a unique learning opportunity that can amplify the impact of your study sessions. Seattle Series 65 tutors can work with you to develop a study plan that revolves around your strengths, goals, and the areas in which you have the most room for growth. They can use practice tests to get an idea of where you are at in your readiness, allowing them to provide lessons that can help you maximize your development. As you work through the study plan, you can linger over the concepts that you need more time to understand and move quickly through the ones that you are most confident in. Throughout your lessons, your mentor can review your work to provide instant feedback and help you correct mistakes as needed.
One-on-one Seattle Series 65 tutoring can incorporate learning materials that are centered around your learning tendencies, which can allow you to work the concepts covered on the exam in a deeper way. There are a variety of different teaching approaches that can be more or less beneficial to you depending on your learning preferences. If you prefer working independently, your mentor can provide exercises that allow you to draw connections on your own while they offer insight anytime you need help. Perhaps you prefer verbal techniques. Your instructor can use word games, mnemonic devices, audio recordings, and other verbal activities to support the material as you work to commit it to memory.
Seattle Series 65 tutoring is meant to be flexible and convenient so that you can work with someone who can accommodate your individual needs. We connect you with experienced Seattle Series 65 tutors who have the skillset and availability to provide the guidance and support that you need when you're able to study. In addition, sessions are conducted online across our Live Learning Platform, which allows you to communicate with your instructor over video chat. There are several valuable features built into the platform, such as practice problems, a shared document editor, and a suite of recordings from your study sessions. Whether you sign on from home or the Capitol Hill Branch of the Seattle Public Library, you don't have to worry about going out of your way to participate in expert-led study sessions.
What concepts can a Seattle Series 65 tutor near me cover during my lessons?
The Series 65 covers a wide range of concepts that are vital to your success as a professional Investment Adviser representative. The breadth of concepts covered in your exam can be daunting; however, your instructor can provide Seattle Series 65 tutoring sessions that can help you build your confidence in your skills and abilities. They can go over the types of fixed income securities, the differences between trusts and estates, methods of ownership transfer, investment policy statements, and more. In addition to reviewing the concepts that you will need to know for this exam, there is a lot of memorization that you will need to do, which your test prep instructor can help you with. They can introduce you to techniques that can help you better retain the information, such as acronyms and rhymes.
As an Investment Adviser, you will need to be able to provide effective guidance to clients. Your Seattle Series 65 tutor can roleplay scenarios that you will likely face as an adviser to help you feel more comfortable in presenting investment suggestions clearly. Your instructor can also offer opportunities for you to practice filling out annual reports and analyzing different types of risks.
Can a Seattle Series 65 tutor help me learn test-taking strategies too?
Your test prep sessions can go over more than just the content covered on the exam. Seattle Series 65 tutors can go over the format, question types, and other features of the test to help cut down on potential surprises. You will have three hours to complete the 130 multiple-choice questions that make up the Series 65. In order to pass, you must answer 94 of these questions correctly. Your instructor can introduce you to different ways that you can approach the exam. They can use the practice exams to help you work on these approaches, whether you need to work on budgeting your time spent on each question or you want to improve your ability to read quickly without missing out on the information provided. Your mentor can even go over the process of elimination techniques that you can use to make an educated guess on more challenging questions.
How can I connect with an experienced Seattle Series 65 tutor near me?
Varsity Tutors works hard to make it easy for you to work with a personal Seattle Series 65 tutor. You don't have to stress about verifying their communication skills, knowledge base, and availability when we can do the work for you. Simply let us know when you can meet with your online instructor and we will arrange everything for you. Investing in your professional future can be just the thing to take your test prep to a new level. Reach out to our educational consultants today to get started. We can't wait to help you as you strive towards your professional 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.