
Garth: Washington DC Series 65 tutor
...professional. I have extensive experience working in the financial services industry. Currently I manage a sales team at T. Rowe Price. I am FINRA Series 7, Series 6, Series 63, Series 24, and Series 66 registered in all 53 jurisdictions. In previous roles, I was responsible for mentoring and supporting associates tasked with passing various FINRA licenses, as well as the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning Counselor (CRPC)....
Education & Certification
- Lebanon Valley College - Bachelor of Science, Business Administration and Management
- Loyola University Maryland - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Personal Finance
- High School Economics
- Other
- +26 subjects

Aleta: Washington DC Series 65 tutor
...in the finance industry, I have passionately seen my primary role as an educator. 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...
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 7
- Professional Certifications
- Series 66
- +10 subjects

Ben: Washington DC 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 5 - Interest Rate Options Exams
- CLEP Principles of Macroeconomics
- +33 subjects
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- Series 65
- Professional Certifications
- ChFC - Chartered Financial Consultant
- FINRA - Financial Industry Regulatory Authority
- +1 subjects

David: Washington DC Series 65 tutor
...from Hobart and William Smith Colleges where I was President of my fraternity and played on the golf team. I received an M.B.A in Finance from the Rochester Institute of Technology where I had a research assistantship and completed a 6 month Co-op Education position with IBM. I still play golf, belong to a backgammon club, and help manage my parents Charitable Remainder Trust investments. I spent 2 years tutoring elementary children reading and writing...
Education & Certification
- Hobart William Smith Colleges - Bachelor in Arts, Economics
- Rochester Institute of Technology - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Programming Languages
- Test Prep
- High School Level American History
- +121 subjects
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- Series 65
- PMP
- Study Skills
- College Economics
- +39 subjects

Albert: Washington DC Series 65 tutor
...of tutoring experience, and my strongest subjects are GMAT, GRE, 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....
Education & Certification
- Wuhan University - Bachelor in Arts, Broadcast Journalism
- University of California-Los Angeles - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- IB Business & Management
- GRE Quantitative
- Professional Certifications
- +46 subjects

Nhan: Washington DC Series 65 tutor
...from The Ohio State University and a Masters in Finance and Economics from Ohio 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,...
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
- College Accounting
- Study Skills
- Statistics Graduate Level
- +78 subjects

Donald: Washington DC Series 65 tutor
...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 and found my love for teaching. Upon graduation, I was commissioned into the United States Marine Corps my job as a Financial Manager. My passion for finance was sparked once I began my work as a financial manager....
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- High School Level American History
- Middle School Math
- SIE
- +35 subjects

Warren: Washington DC Series 65 tutor
I have enjoyed and prospered for 40 years in the security industry. If I can help another person have the same success then I have truly accomplished something. I attended the University of Illinois but my life education is from experience running brokerage and registered investment advisory firms. My approach to training starts with an understanding of the individual's needs from there we can structure an approach around the unique needs of each individual.
Education & Certification
- College of Financial Planning - Associate in Arts, Financial Planning
Subject Expertise
- Series 65
- Series 15 - Foreign Currency Options Exam
- ISEE- Upper Level
- SIE
- +21 subjects

Eric: Washington DC 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 10
- Series 53
- Series 7 - General Securities Representative Exam (Stockbroker)
- +16 subjects

Aaron: Washington DC Series 65 tutor
...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 Behavioral Financial Advisor (BFA) designation and the Retirement Income Certified Professional (RICP) designation. I've worked in several industry roles from client service, back office roles, compliance, management, personal advising and planning and retirement consulting. When I'm not focusing...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 65
- Series 4
- Other
- Series 24
- +7 subjects

Michael: Washington DC 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
- Series 66
- Series 6
- Series 86
- +13 subjects

Daniel: Washington DC Series 65 tutor
...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 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...
Education & Certification
- Illinois State University - Bachelor in Arts, Philosophy
- College of William and Mary - Juris Doctor, Legal Studies
Subject Expertise
- Series 65
- Graduate Test Prep
- LSAT Essay Section
- SAT Reading
- +53 subjects

Joseph: Washington DC 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
- English
- Public Speaking
- Insurance License
- +12 subjects

James: Washington DC Series 65 tutor
...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 success. Therefore, while I am available to assist in many subject areas, my tutoring focus is on helping any...
Education & Certification
- Cornell University - Bachelor of Science, Operations Research
- Cornell University - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 65
- Linear Algebra
- Chemistry
- Math
- +23 subjects

Dana: Washington DC 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
- ESL/ELL
- High School Level American History
- High School Geography
- +27 subjects

John: Washington DC 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
- SIE
- Other
- Series 63
- +10 subjects

Kevin: Washington DC Series 65 tutor
...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 keep the student engaged and challenged yet not overwhelmed. I use a number of teaching methods, including practice questions and topical computer related tools. I often ask for feedback and appreciate candid communication. I try to be flexible with my time. To ensure that we have a quiet and...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Math
- CPA
- Personal Finance
- +41 subjects

Kathleen: Washington DC Series 65 tutor
...achieved: Tutor, Trainer, Presenter, Sales Coach. Licenses passed: Series SIE, 6, 63, 65, 7, 8, Life and Health Insurance. Designations earned: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Advisor for Senior Living (CASL), and recently became an Accredited Asset Management Specialist (AAMS). I have over 15 years of experience as a Wealth Management Professor, Financial Services Trainer, Investment Professional Coach, Financial Consultant and Registered Investment Advisor. Series 65 / 66 go to...
Education & Certification
- The University of Texas at Arlington - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- Series 51
- Series 26
- Series 24
- +25 subjects
Private Series 65 Tutoring in Washington DC
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 anyone pursuing licensure as an Investment Adviser Representative with a Washington DC Series 65 tutor. The Series 65 exam, known formally as the Uniform Investment Adviser Law Examination, will test you on your ability to provide clients with sound investment advice. To this end, you'll be expected to show your understanding of not only client investment goals and portfolio management, but also laws, regulations, and ethical concerns surrounding investment advising, as well as your knowledge of specific investment scenarios like retirement planning. There's a lot of material to go over before you take the exam, and it can be difficult to devise a study plan on your own. This is where Washington DC Series 65 tutors come in. These instructors are experts on both the conceptual content of the exam and the structure of the test itself and can guide you through the test prep process.
What are the advantages of studying with a Washington DC Series 65 tutor near me?
Washington DC Series 65 tutoring can offer you an individualized approach to your exam preparations. If you're getting ready to take the Series 65 exam you're likely already an experienced investment professional, and it's safe to say that there are elements of the exam that you already understand and are ready to face. You could be confident in your understanding of the characteristic advantages and disadvantages of various investment vehicles, for example, and feel that you wouldn't benefit from studying them further. However, it's just as likely that there are certain subjects that you need to brush up on before you take the exam, and a private instructor can help you identify these points of weakness and can put together a lesson plan that targets these areas. This type of focused study can use your time more efficiently than if you were simply following a predetermined curriculum.
You can work at a pace that's comfortable and effective for you, as well. When you come to a complex topic that you're having difficulty understanding, whether that's ERISA issues or complex regulatory materials or anything else, Washington DC Series 65 tutors can take the time to investigate that subject thoroughly before moving on. You won't be under pressure to conform to a class schedule, so you can focus on building a solid knowledge base.
Your Washington DC Series 65 tutor can cater to your individual learning preferences, too. Whether you're a visual learner who finds teaching aids like flashcards, charts, infographics, and so on to be effective in helping you study, an auditory learner who'd like to engage in discussion-based learning sessions, or a hands-on learner who prefers to study by applying conceptual materials to real-world scenarios, your instructor can accommodate you. The more time you spend working together the more your mentor can come to understand what techniques you respond to, and can then design future lessons accordingly.
What concepts can Washington DC Series 65 tutoring help me study?
As touched on above, the Series 65 test will examine your understanding of a variety of fields related to investment advising. You'll have to show your ability to evaluate a client, build a profile, and put together investment plans that draw upon capital market theory and various portfolio management strategies. You'll also be tested on basic economic concepts like business cycles, interest rates, economic indicators, and so on, as well as the regulation of the investment industry and unethical business practices.
The test uses a multiple-choice format and will ask you to respond to 130 questions over the course of three hours. Beyond leading you in a comprehensive study of each of the financial and legal concepts that you'll see on the exam, a Washington DC Series 65 tutor can also help you develop test-taking strategies that can be beneficial on the exam. You can learn how to manage your time well and keep a steady pace to avoid running out of time and can develop relaxation techniques to keep yourself focused and on track.
How can I meet with a Washington DC Series 65 tutor near me?
Washington DC Series 65 tutoring is offered online, which can add extra ease and convenience to the learning experience. You won't have to worry about adding a commute to your day, as you'll be able to study from any location where you have access to the internet and a computer or mobile device. You can meet your instructor from your own home or office, or if you prefer, from a public study spot like a cafe, or at a library like the Georgetown Public Library or the Mt. Pleasant Library. You'll still be able to engage with your instructor face-to-face, as your study sessions will be facilitated by Varsity Tutors' Live Learning Platform, which includes video chat software.
You can also incorporate the platform's integrated learning tools into your lessons. The packaged tools include a virtual whiteboard, a shared document editor that you can use to review financial regulations or other texts with your instructor, a session recorder that allows you to return to prior lessons and go over them on your own, and built-in sample problems.
We know it can be tough for working professionals to add another commitment to their busy lives, so we've gone to lengths to make getting in touch with Washington DC Series 65 tutors who meet your scheduling requirements simple. When you sign up we can talk to you about your availability. Then, we'll seek out a qualified instructor who can meet you at times that work for you.
If you give Varsity Tutors a call today we can find you a Washington DC Series 65 tutor as soon as the next day, so reach out to us now. The Series 65 exam is an important step towards your goal of becoming licensed as an Investment Adviser Representative, and although the test can be demanding, you don't have to face it alone. Our educational consultants are available to give you more information about our offerings, answer your questions, and get you signed up quickly and without a hassle, so contact us and 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.