Series 6 prep from Varsity Tutors can help you maximize your time preparing for this exam. In Series 6 prep you can receive attention, instruction, and resources that can help you to get ready effectively. Series 6 test prep is focused on your needs, abilities, and goals.
The Series 6 exam is the Investment Company and Variable Contracts Products Representative Qualification Examination. Those who pass the exam are able to work as an investment company and variable contracts products representative which includes positions such as a financial advisor or an investment advisor. During Series 6 test prep you can develop a greater understanding of the layout and content of the exam. Below is an overview of the organization of the Series 6 exam:
Series 6 Section | Percentage of Exam | # Questions |
Seeks Business for the Broker-dealer from Customers and Potential Customers | 24 | 12 |
Opens Accounts After Obtaining and Evaluating Customers' Financial Profile and Investment Objectives | 16 | 8 |
Provides Customers with Information About Investments, Makes Suitable Recommendations, Transfers Assets and Maintains Appropriate Records | 50 | 25 |
Obtains and Verifies Customers' Purchase and Sales Instructions; Processes, Completes and Confirms Transactions | 10 | 5 |
When you register for a Series 6 course we will connect you to a tutor who is able to fit your availability as well as possible. Series 6 courses are offered online through our Live Learning Platform. These features make Series 6 classes easier and more convenient to attend. We want Series 6 tutoring to be accessible, so we make it possible for you to meet from anywhere with an internet connection at times that work for your schedule.
A Series 6 class takes place in a one-on-one environment. This environment provides your Series 6 preparation with an individualized focus that is difficult to replicate in other learning situations. Series 6 tutors are able to adapt to your particular learning style and help you to pursue your particular study goals. As you work through your Series 6 test preparation, you and your tutor are able to choose the materials that are most pertinent to your goals. For example, some people may choose to spend a little bit of time on all aspects of the exam while others may prefer to focus on one or two portions of the exam. Because Series 6 test prep does not feature an assigned syllabus, either option is possible for you. Also, while working through your Series 6 prep, you can study in ways that fit your learning style. Those who prefer to learn visually can view instructional videos that guide them through the content of the exam while those who prefer to learn through practice can do sample problems. In either case, your instructor works with you to provide feedback during your Series 6 test prep that helps you sharpen your skills and knowledge.
In Series 6 prep you can also devote time to learning test-taking strategies. These strategies can help you to answer questions more effectively and move through the exam more efficiently. Based on the types of questions that appear on the exam and the content they are assessing, you and your instructor can devise strategies that work for these questions and your goals. Test-taking strategies are a way that Series 6 test prep can help you to feel more confident and prepared before the exam.
Series 6 prep from Varsity Tutors is a great opportunity for you to prepare effectively and thoroughly. If you are interested in registering for Series 6 test prep, contact an Educational Consultant online or over the phone today.

Yue: Montgomery Series 6 test prep instructor
...journey, I've tutored peers in Financial Accounting, Business Strategy, and Mandarin Chinese supporting students from diverse cultural and academic backgrounds. Whether you're a high school student, a university learner, or a working professional, I tailor each lesson to fit your goals and learning style. As a native Mandarin speaker with bilingual teaching experience, I offer...
Education & Certification
- The University of Adelaide - Master's/Graduate, Accounting and Marketing
Subject Expertise
- Series 6
- Series 65
- Series 7
- SIE
- +10 subjects

Hajra: Montgomery Series 6 test prep instructor
...FINRA exams. I understand the pressure of learning the materials and then passing the exams in the allotted time frames given. I am passionate about helping people pass the professional exams and achieving their goals. I aim to be a resource to people, and letting them set the pace. I enjoy traveling when I can,...
Education & Certification
- American International College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 6
- Series 66
- Series 63
- SIE
- +9 subjects

Claudio: Montgomery Series 6 test prep instructor
...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...
Education & Certification
- Brigham Young University-Hawaii - Bachelor of Science, Business Administration and Management
- Trinity College - Master of Science, Finance
Subject Expertise
- Series 6
- Series 63
- Series 66
- Series 7
- +34 subjects

Victoria: Montgomery Series 6 test prep instructor
...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...
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 6
- CFP
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- +35 subjects
Education & Certification
- Purdue University - Bachelor in Arts, Education
- Indiana University - Master of Science, Public Finance
Subject Expertise
- Series 6
- Series 63
- Series 65
- Series 66
- +20 subjects

Kyle: Montgomery Series 6 test prep instructor
...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...
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- University of Notre Dame - Current Grad Student, Finance
Subject Expertise
- Series 6
- Series 63
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +11 subjects

Dalcio: Montgomery Series 6 test prep instructor
...of experience, I specialize in tutoring aspiring financial and insurance professionals preparing for their licensing exams. Known for my patience, engaging approach, and dedication, I am invested in each student's success, helping them build confidence and understanding in complex topics. Together, we'll work towards achieving your licensing goals and setting a strong foundation for your...
Education & Certification
- Nova Southeastern University - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 6
- SIE
- Series 65
- FINRA - Financial Industry Regulatory Authority
- +1 subjects
Education & Certification
- Susquehanna University - Bachelor of Science, Finance
Subject Expertise
- Series 6
- SIE
- Series 7
- Series 66
- +8 subjects

Jennifer: Montgomery Series 6 test prep instructor
...20 Years of sales, leadership, mentoring and coaching in the Financial Services field-which includes -Mortgage Branch Management, VP of Membership, Top Mortgage Production Sales Performer, Financial Advisor, Life & Health Agent and Medicare Health Agent. I focus on explaining real-life business experience examples so students understand how certification questions relate to situations they may encounter...
Education & Certification
- Eastern Illinois University - Bachelor of Science, Family and Consumer Sciences
- Eastern Illinois University - Master of Science, Family and Consumer Sciences
Subject Expertise
- Series 6
- SIE
- Series 66
- Series 7
- +10 subjects

Michael: Montgomery Series 6 test prep instructor
...materials. Proven Strategies: Learn the most effective test-taking strategies and techniques to tackle challenging questions and manage exam stress. Interactive Sessions: Engage in dynamic, interactive sessions that make complex concepts easier to grasp and retain. Support and Accountability: Benefit from continuous support and motivation, with regular check-ins to track your progress and address any concerns....
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 6
- SIE
- Series 63
- Series 7
- +12 subjects

Raman: Montgomery Series 6 test prep instructor
...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 financial services industry. Reading material and memorizing it is one thing, understanding how to strategically take these exams and understanding...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- Series 6
- SIE
- ChFC - Chartered Financial Consultant
- Series 66
- +25 subjects
Education & Certification
- Pepperdine University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 6
- Real Estate License
- SIE
- Series 63
- +65 subjects

Ramona: Montgomery Series 6 test prep instructor
...certified project manager and a certified scrum master. I am a financial representative licensed to sell life insurance, stocks, bonds, mutual funds, and variable annuities. I have tutored children from the age of 4 to adults in both reading, math, and finance. My favorite subject to teach is reading because it opens up a whole...
Education & Certification
- University of North Florida - Bachelor in Business Administration, Business Administration and Management
- Patten University - Masters in Business Administration, Finance
Subject Expertise
- Series 6
- PMP
- Series 63
- Series 23
- +16 subjects

William: Montgomery Series 6 test prep instructor
...principles. Inspired by my mother's teaching career and my own experiences helping my brother with dyslexia, I strive to create a supportive environment where students feel comfortable asking questions. My goal is to empower them to apply their knowledge in practical ways, ultimately setting them up for success in their financial journeys.
Education & Certification
- Manhattan College - Bachelor of Science, Finance
Subject Expertise
- Series 6
- Insurance License
- CFP
- Series 65
- +4 subjects

Edward: Montgomery Series 6 test prep instructor
...am passionate about helping others learn how financial markets work. I have passed the Series 6, 7, 24, 26, and 66 exams, and held the Massachusetts Life and Health insurance licenses. I coached basketball and football both at the youth and high school levels. I love music and am an active member of 2 bands.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 9
- Series 26
- +26 subjects

Lonie: Montgomery Series 6 test prep instructor
...People don't care what you know until they know that you care. I'm supposed to write something here about my own achievements. I have an impressive resume by most peoples' standards. But my achievements don't amount to anything unless they translate into helping YOU pass your exam. Let's just leave it at that.
Education & Certification
- Bowling Green State University-Main Campus - Bachelor of Science, German
- West Virginia University - Bachelor of Science, Statistics
- Xavier University - Master of Science, Business Administration and Management
Subject Expertise
- Series 6
- Series 63
- Series 65
- Insurance License
- +21 subjects

James: Montgomery Series 6 test prep instructor
...university and enjoy guiding people through financial planning discussions -- including investment planning, insurance planning, retirement planning, estate planning and tax planning. In addition, I spent 25 years as an EMT and paramedic and have taught many medical classes at high schools and community colleges. I have been a CPR and advanced first aid instructor...
Education & Certification
- Asbury University - Bachelor in Arts, Ancient Near Eastern and Biblical Languages
- Liberty University - Master of Arts, Theology
- The American College - Master of Science, Financial Planning
- Auburn University - Doctor of Philosophy, Vocational-Technical Education
Subject Expertise
- Series 6
- Insurance License
- CLU - Chartered Life Underwriter
- CPA
- +27 subjects

Nancy: Montgomery Series 6 test prep instructor
...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...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 6
- Series 79
- Series 24
- Series 63
- +85 subjects

Paul: Montgomery Series 6 test prep instructor
...Advisor. The multiple exams a student must pass can seem daunting. My goal is to add clarity and help students fully understand the necessary concepts and terminology. I have a Bachelors in religious studies. I've completed CLU / ChFC courses from American College and graduate studies in business at Wharton. I've always had a passion for...
Education & Certification
- Cincinnati Christian University - Bachelor in Arts, Religious Studies
Subject Expertise
- Series 6
- FINRA - Financial Industry Regulatory Authority
- Series 63
- Insurance License
- +17 subjects

DeSean: Montgomery Series 6 test prep instructor
...my undergraduate with a B.S.B.A. in Personal Financial Planning, a B.S.B.A. in Finance, and a B.A. in Communication Studies. I do not like micromanagement, although I do believe a tutor and student should have a vested interest to benefit the student. In my free time, I enjoy long walks with my wife and playing the...
Education & Certification
- Kutztown University of Pennsylvania - Bachelor of Science, Finance
- Kutztown University of Pennsylvania - Bachelor of Science, Financial Planning
- Kutztown University of Pennsylvania - Bachelor in Arts, Communication, General
Subject Expertise
- Series 6
- Series 63
- Series 7
- SIE
- +14 subjects