
Aaron: Series 66 tutor
Certified Series 66 Tutor
...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 Behavioral Financial Advisor (BFA) designation and the Retirement Income Certified Professional (RICP) designation. I've worked in several industry roles from...
Education & Certification
University of Nebraska at Omaha - Bachelor of Science, Finance
Kansas State University - Master of Science, Financial Planning

Victoria: Series 66 tutor
Certified Series 66 Tutor
...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 an engaging, inspiring activity where the student can envision how their new...
Education & Certification
University of South Alabama - Bachelor of Science, Biology, General
Florida Atlantic University - Masters in Business Administration, Business Administration and Management

Joshua: Series 66 tutor
Certified Series 66 Tutor
I want my students to have fun while learning, and know why they are learning certain topics. I can use my 15 years of industry experience to share how learning topics would be applied during real life situations. I want my student to not only pass their exam, but also have confidence in their future careers.
Education & Certification
University of Arizona - Bachelor of Science, Finance

Nancy: Series 66 tutor
Certified Series 66 Tutor
...variety of subjects. As a college economics major with an MBA, and as former investment banker with many years of experience there (now retired), I enjoy teaching finance, accounting, and econ as well as the various secrutities licensing tests. But my avocations are history and literature and I love teaching them as well--whether through assisting with regular school homework and test preparation, or through SAT/ACT prep, or through AP/SAT subject test prep in English Literature,...
Education & Certification
Rhodes College - Bachelor in Arts, Economics
Harvard Business School - Masters in Business Administration, Finance

John: Series 66 tutor
Certified Series 66 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

Kevin: Series 66 tutor
Certified Series 66 Tutor
...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 comfortable study space, I work with the student to help select mutually convenient locations. In my spare time, I enjoy biking, hiking, swimming, tennis, reading, movies, traveling, spending time with my...
Education & Certification
Truman State University - Bachelor of Science, Accounting
Washington University in St Louis - Masters in Business Administration, Finance

Aida: Series 66 tutor
Certified Series 66 Tutor
...I have hosted and participated in my speaking engagements both in public and corporate board. I enjoy challenges and have consistently grown within the industry by enhancing my shills and obtaining additional licenses as well as taking on additional responsibilities. I am a people person who enjoys knowing and working with new people. I have positive and patient personality. I want share my insights to enhance a student's potential. Rich industries' experience. Skills of taking...
Education & Certification
Wuhan University - Bachelor of Science, Computer and Information Sciences, General
Wuhan University - Doctor of Philosophy, Management Information Systems

Kristin: Series 66 tutor
Certified Series 66 Tutor
I just obtained my licenses within the last year: 6, 63, 66, 7. While my employer provided me with the books, I was not given study support which I think would have been incredibly helpful to me. I look forward to helping you pass on your first try!
Education & Certification
Eastern Illinois University - Bachelor of Science, Special Products Marketing Operations
Lewis University - Masters in Business Administration, Agricultural Business

Barrett: Series 66 tutor
Certified Series 66 Tutor
...a function of how it's defined, I consider my own success to be helping my students along a journey to attaining their respective goals. But that journey begins with a first step, at times a humbling step. As a coach and mentor, I value my role as your trusted resource in helping you take those initial steps on your journey to passing the securities exam(s) and onward to a bright future!
Education & Certification
Florida International University - Bachelor of Science, Criminal Justice
Louisiana State University and Agricultural Mechanical College - Doctor of Laws, Law Enforcement Administration

Mark: Series 66 tutor
Certified Series 66 Tutor
...people pass: The Series # 7 - # 63 - # 65 & # 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...
Education & Certification
University of Houston-Downtown - Associate in Science, Business Administration and Management

Braden: Series 66 tutor
Certified Series 66 Tutor
...Chemical Engineering graduate with a minor in economics from the University of Oklahoma living in Overland Park, Kansas. I have a passion for teaching college, high school, and middle schoolers math from Algebra to College Calculus, chemistry, and physics. In high school I took a variety of AP Tests: AP Chemistry-5, AP Physics 1-4, AP Calculus AB-5 AP US History-4, AP English Composition-4. I hope we are a great fit, and I can't wait for...
Education & Certification
University of Oklahoma Norman Campus - Chemical Engineer, Chemical Engineering

Kathleen: Series 66 tutor
Certified Series 66 Tutor
...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 person. Passed the exam on first attempt. Then became a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC), the knowledge learned from these designations exceeds the requirements for the...
Education & Certification
The University of Texas at Arlington - Bachelor in Business Administration, Finance

Will: Series 66 tutor
Certified Series 66 Tutor
Building competence in the subjects that matter to you.
Education & Certification
Spring Hill College - Bachelor of Science, Finance

Natalie: Series 66 tutor
Certified Series 66 Tutor
...63. Life, Health and Variable Annuity, and Real Estate Licenses. Helping clients keeping their financial house in order has been very gratifying and fulfilling as a banking professional, however I'd like to have my own practice and brokerage firm one day. After having graduated Seton Hall, my varied experience has offered insight across the spectrum of financial advising, mortgage lending and real estate matters. On my free time I like to go cycling, volunteer locally...
Education & Certification
Seton Hall University - Bachelor in Arts, Political Science and Government

Audrey: Series 66 tutor
Certified Series 66 Tutor
...government, public finance and project management, fixed income (bonds), mutual fund, and financial services industry. I use my knowledge and experience to help students visualize their future and make learning more fun and relevant! Financial Accounting and Cost/Managerial Accounting : I tutor beginner, intermediate and advanced undergraduate students, and graduate students in Financial Accounting and Cost/Managerial Accounting and business courses, including case analysis. I emphasize the fundamentals before moving on to more advanced topics. I...
Education & Certification
University of Ghana - Bachelor of Science, Accounting
University of Southern California - Masters in Business Administration, Accounting and Finance

Alex: Series 66 tutor
Certified Series 66 Tutor
My passion for helping people stems from watching someone work hard to accomplish a goal and then finally accomplish that goal. Whether it be retiring, buying a new home, landing a new job, or passing a big test. I am always striving to make an impact in those around me and to "Add Value" in any way possible.
Education & Certification
Pennsylvania State University-Main Campus - Bachelor of Science, Business Communications

Krista: Series 66 tutor
Certified Series 66 Tutor
...further their careers. I have a BS (Penn State University) & MBA (Capella University). I currently licensed with the state of NJ for Life/Health Insurance. I am registered with FINRA (Series 7 & 66). I also hold a Certified Financial Planner designation. I help candidates studying for their Life/Health, SIE, Series 7, Series 6, Series 66 (63/65), and CFP designations. I am eager to pass on various tips and tricks I have learned for the...
Education & Certification
Pennsylvania State University-Main Campus - Bachelor of Science, Business Administration and Management
Capella University - Masters in Business Administration, Project Management
Education & Certification
University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy

Gary: Series 66 tutor
Certified Series 66 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

James: Series 66 tutor
Certified Series 66 Tutor
As an adjunct professor of finance, I enjoy helping individuals find their way within the finance and business worlds. As a swimming coach, I enjoy helping individuals reach their goals. I am patient and kind and have been in your shoes.
Education & Certification
Wittenberg University - Bachelor in Arts, Biology, General
Baldwin-Wallace College - Masters in Business Administration, Business, General
Private Series 66 Tutoring Near You
Receive personally tailored Series 66 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.The Series 66 is a qualification and exam, which is also called the Uniform Investment Advisor Combined State Laws Exams. It is referred to by this name because it is essentially a combination of the Series 63 and Series 65 exams. Those who pass the Series 66 are able to work as investment advisor representatives or securities agents. However, in order to apply for registration and begin working in the industry, a professional must first pass the Series 7 exam.
The Series 66 Exam features 110 multiple-choice questions, which candidates are given 150 minutes to complete. Those who answer at least 73% of these questions correctly pass the exam and receive their Series 66 qualification. If you're getting ready to take the exam, you should start by reviewing the topics that you will be tested on. Generally speaking, you'll need to know things like the proper way to provide investment advice and executing securities transactions for clients. More specifically, the exam is broken down into four sections, which are economic factors and business information, investment vehicle characteristics, client investment recommendations and strategies, and laws, regulations, and guidelines.
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