...including, the CFP, Series 7, Series 66 Series 63, SIE, Life Ins, Health Ins, and LTC Ins - And I've passed all of them on the first attempt. I've actually passed the Series 7 twice! I'm passionate about personal finance and love helping others understand the concepts needed to pass these exams. Finance is a great field to work in, so I truly enjoy whenever I'm able to help someone pass their exams! My goal...
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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.
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...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 deployed as financial engineers in various financial centers - Chicago, Zurich, London, Paris, Tokyo, Hong...
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...Biology and Political Sciences; passed the SIE, Series 63, 65, and 7 on the first attempts, and 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...
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...practicing strategies to increase productivity. I have found that the most simple planning and a devotion to a small set of strategies can help a person accomplish in a day what they typically do in a week, without burning out! I believe these strategies are the most powerful in the hands of students by allowing learning to be engaging and genuinely enjoyable. The future will be shaped by motivated, fearless, efficient learners.
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...for over 20 years and have a good understanding of many different areas. I will do my best to help the student by simplifying the material and using everyday tasks as examples. Exams I have taken (and passed on the first try): Series 7 (General Securities), Series 24 (General Securities Principal), Series 4 (Registered Options Principal), Series 27 (Financial and Operations Principal), Series 53 (Municipal Securities Principal), Series 66 (Investment Advisor Representative) and PA Life...
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...and have working in investment banking (including research) for many years. In addition, I have been tutoring test prep for specific standardized assessments for professional certifications (FINRA exams), admissions to undergraduate, graduate, and professional schools for 15 years or so, and my students have found my method quite effective. I also tutor some subjects: math, English (including grammar), and writing. I am eager to work with students who are falling behind as well as those...
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I help new hires pass their Series 7, 63, 66, or 65 on the first shot. I hone in on the weaknesses in your acumen, and prepare you so you have the confidence you need when you go to test.
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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.
Glendora Series 65 Tutoring FAQ
The Series 65, or the Uniformed Investment Advisor Law Exam, is a securities license required by most states for individuals who wish to become investment advisors. In order to work as an investment advisor in states that require a Series 65 qualification, individuals must first pass the Series 65 exam. The exam has 130 multiple-choice questions, which test-takers must finish answering within the 180-minute time limit. Those who get at least 72.3% of the questions correct receive their Series 65 license.
Those who are preparing to take the exam should spend time studying and taking practice tests before test-day. The exam covers things an investment advisor needs to know like laws, regulations and ethics. It also covers the practical topics an advisor has to know to perform their job. This includes activities like retirement planning, portfolio management strategies, and more. The Series 65 exam splits its content into four distinct sections. The first is economic factors and business information. The second is investment vehicle characteristics. The next section is client investment recommendations and strategies. Finally, the test concludes by asking candidates to answer questions about the laws, regulations, and guidelines that are important to an investment advisor.
If you'd like to receive your Series 65 qualification, you may be unsure of how to begin preparing for the exam. One of the best ways to get started with this is to work with a private Series 65 tutor. If that sounds useful to you, consider reaching out to Varsity Tutors to find the right tutor for you. Varsity Tutors can find you a Series 65 tutor who is able to meet with you according to your scheduling needs. This ensures that even individuals who already have full schedules can still receive the unique help that only a private tutor can provide. You'll work with your Series 65 tutor online through a virtual learning platform, adding another layer of flexibility to the scheduling process.
The tutoring process works because of its unique ability to offer you an individualized learning experience. This is possible because you work with your Series 65 tutor in a one-on-one setting. That means the study sessions you have are based solely on exactly what you need help with. You can work through these lessons at your own pace and stop to ask your tutor for guidance whenever you want. If you'd like to take the first step in getting ready for the Series 65 exam, get in touch with Varsity Tutors today.
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