...is for students to be able to experience the countless opportunities and places that reading and learning can take them as Dr. Seuss said. Reading and learning are life-long endeavors that can take people to places that they would not have imagined. To receive tutoring help and services pertaining to English, Writing, Pre-Algebra, Algebra 1, American Government, Investments, and FINRA exams such as the SIE, Series 7, and Series 66, please feel free to reach...
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I am a CPA with a background in teaching and tutoring. I can work with you on most finance, business, and accounting subjects. I help simplify the material and highlight the core lessons. I've been told it's very effective and helpful!
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I have been in Finance for 20+ yrs specializing in Investments, Financial Planning and Estate Planning. I enjoy trading, technical analysis and reading/writing about the stock market. I enjoy sharing my years of knowledge and experience with others.
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...I especially enjoy helping students with the material covered in FINRA Licensing Exams (SIE, Series 7, Series 63/66). In my experience helping students prepare for Licensing Exams, I have enjoyed seeing learners become more confident in their knowledge of financial products, industry regulations, and market mechanics. I am enthusiastic about learning and believe that anyone can grasp complex material, no matter how difficult. I believe that mastering challenging material empowers individuals to believe in their...
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...is largely 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!
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...in obtaining their goals and objectives. Throughout my career I have maintained the role of an educator. Taking the time to understand an individual's needs, objectives, and the way they learn best is paramount in achieving success. My relevant qualifications include an MBA, CDFA, Series 7 & 66 Licenses, and educating and presenting to audiences and teams for over a decade. My business experience includes launching three businesses, implementation of different business models, niche...
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...is no different than being an educator or a coach. My passion is to teach my clients on how build a robust financial plan, however my passion goes beyond that. At Varsity Tutors, my vision is to help you achieve your goal of successfully passing the Series 7, Series 63, Series 65, Series 66, State Life & Health Insurance License, the CFP curriculum and the exam, ChFC curriculum and anything related to the finance and...
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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!
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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.
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...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 as your tutor is simple: To help you...
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...Series 7. I have also been FINRA licensed in Series 63 and Series 65. The exams are very challenging, but there is nothing there that you will not be able to comprehend and nail from the first attempt. Therefore, I am standing by to help you with these challenging exams. Additionally, I have been teaching as a licensed teacher for several years in public schools. My qualifications are Highly Qualified, and my teaching endorsements are...
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I have 20 years of real world experience in business. I can teach the following licenses: SIE, Series 7, Series 63, and Series 66. I am a current licensed senior broker at a large firm. I have assisted with in-person training to pass these licenses and have worked teaching adults my entire career. Cannot wait to work with you!
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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!
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I am a seasoned Investment Professional holding MBA (Fin) and CFA qualifications. Teaching is my hobby and I taught nearly 60 CFA level 1 students. I have 18 years of professional experience as an investment professional. Completed FINRA Exams, Series 7 and Series 66. Making difficult concepts easy to understand with examples from day-to-day life is a gift to me.
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...University in business administration. In addition, I hold an English teaching certificate. Since I graduated, I've taught or coached in several areas. However, my primary focus has been on Series licensing. I help students with all licenses such as SIE, 6, 63, 7 65.66, 24 and many more. Many students struggle with the concepts of the SIE exam. I can break it down for you and relate it to something that makes sense for you.
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...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 exams. Positive and kind personality. Understanding...
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...the Financial Services industry and have experience in professional speaking, presentation skills and Train the Trainer classes. I enjoy making a connection with my students (regardless of subject matter or age of learner) and thoroughly understanding their needs and objectives. I think mutual learning can occur from either a teacher or student position and I firmly believe that we should always be learning something new! I am huge proponent of continually improving oneself and believe...
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...in economics. I subsequently passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I served as a Director of Finance for a Private Equity owned enterprise. I have helped many students in statistics, economics, managerial accounting, financial accounting and finance. I enjoy tutoring and it gives me the opportunity to teach location...
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Our interview process, stringent qualifications, and background screening ensure that only the best Series 66 tutors in Smithtown, NY work with Varsity Tutors. To assure a successful experience, you're paired with one of these qualified tutors by an expert director - and we stand behind that match with our money-back guarantee.
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.
Smithtown Series 66 Tutoring FAQ
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.
One of the best ways to get started with your Series 66 Exam preparation is to work with a private Series 66 tutor. You can find the right tutor for your needs by reaching out to Varsity Tutors. Varsity Tutors can connect you to an expert on the Series 66 Exam who can meet with you for one-on-one study sessions. The personalized advice you get from your tutor may be just what you need to make your study sessions more effective and efficient.
If you're serious about doing everything you can to do well on the Series 66 Exam, it makes sense to work with a private tutor.
You may be interested in working with a private Series 66 tutor but unsure of how to fit it into your schedule. Varsity Tutors can help with this, too, by connecting you with a tutor who is able to work around your already-scheduled obligations. This ensures that you won't have to reschedule any of the other important parts of your life just to get the help you need to feel confident on test day. You and your tutor will meet online through a live virtual learning platform, which adds another helpful layer of flexibility to the scheduling process. If Series 66 tutoring sounds helpful to you, get in touch with Varsity Tutors today.
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