
Stephanie: Series 6 tutor
Certified Series 6 Tutor
I am a mother, teacher and life long learner, with plans to begin doctoral studies in Urban Education in the Fall of 2021. I am committed to helping students of all ages to tap into their creative minds and critical thinking capacity, enabling them to become the best version of themselves possible. Learning is fantastic and it is my honor to be able to assist every student become excited about discovery!
Education & Certification
Methodist University - Bachelor in Arts, Accounting
University of Notre Dame - Masters in Business Administration, Finance

Isaiah: Series 6 tutor
Certified Series 6 Tutor
...School system (Montgomery, AL). The subjects ranged from pre-algebra to calculus. I taught grades 6th, 9th, 10th, 11th, & 12th. During my last year of teaching high school, I began studying for FINRA Series 6 exam. I passed the series 6 exam in May of 2018. Two weeks later I passed the Series 63. A month later I passed the Series 26. In February of 2019 I passed the Series 65. All together it took...
Education & Certification
Alabama State University - Bachelor of Science, Mathematics
Alabama State University - Master of Science, Mathematics

Kim: Series 6 tutor
Certified Series 6 Tutor
...people on different levels. I excel in working with those who are learning challenged. This can range from a person who is a non-native English speaker to someone with ADHD/Autism. If you need to take a certification test, I can quell your nerves. I will tutor/coach/mentor you through the subject at hand and in process, impart in you a set of skills you will be able to use the rest of your life. As a...
Education & Certification
University of Alaska Anchorage - Bachelor of Science, Political Science and Government
International Seminary for Distance Education in Theology - Bachelor of Theological Studies, Theology

Joshua: Series 6 tutor
Certified Series 6 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

Warren: Series 6 tutor
Certified Series 6 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

Marcus: Series 6 tutor
Certified Series 6 Tutor
...tutor, my passion for helping others to succeed in passing their FINRA exams and succeeding in the financial field drives me to put forth the highest quality tutoring program. I currently have the Series 6, 63 and 65 licenses and have been licensed since 2006. I have successfully helped over 100 people pass licensing tests from insurance to securities through a comprehensive structured learning style made to adapt to all learning styles. I use a...
Education & Certification
Indiana University-Bloomington - Current Undergrad Student, Criminal Justice

Claudio: Series 6 tutor
Certified Series 6 Tutor
CFA level 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 (Series 7)
Education & Certification
Brigham Young University-Hawaii - Bachelor of Science, Business Administration and Management
Trinity College - Master of Science, Finance

William: Series 6 tutor
Certified Series 6 Tutor
I have been teaching the Series 6 & 7 for the past 24 years and recently the SIE as well. I am very passionate about helping students pass these tests and have a unique ability making this information understandable. I specialize in "Options and Margin"
Education & Certification
Malone University - Bachelor in Arts, Accounting and Business Management

James: Series 6 tutor
Certified Series 6 Tutor
...provide comprehensive financial planning services to families and small business owners. I have taught personal finance at a 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 since 1991....
Education & Certification
Asbury University - Bachelor in Arts, Ancient Near Eastern and Biblical Languages
Liberty University - Master of Arts, Theology
Auburn University - Doctor of Philosophy, Vocational-Technical Education
The American College - Master of Science, Financial Planning

Sebastian: Series 6 tutor
Certified Series 6 Tutor
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.
Education & Certification
University of Essex - Bachelor in Arts, Economics

Jahlen: Series 6 tutor
Certified Series 6 Tutor
...company. At this time I developed my experience in tutoring,over the last 2 years, by helping my fellow coworkers pass their exams. In my experience with the SIE exam, Series 6, and Series 63 is too study through practice questions and analyzing them in an effort to best answer questions. I feel my passion comes from being able to help my students pass their exams, and becoming a small part of what leads to their...
Education & Certification
SUNY at Purchase College - Bachelor in Arts, Economics

David: Series 6 tutor
Certified Series 6 Tutor
Communication is key to any role, and I strive for clarity by relying on the subject matter to speak for itself. My goal is to communicate the knowledge to the best of my ability and leave any opinions, biases and judgements out of the equation.
Education & Certification
Boston College - Bachelor in Arts, Economics
Boston College - Bachelor in Arts, Romance Languages

Jarrett: Series 6 tutor
Certified Series 6 Tutor
...career in finance and banking. Along the way I have been a financial advisor, licensed stock broker, and a district executive for a regional bank. Currently I am working as an analyst for a digital marketing firm. I love statistics and how businesses and leaders can gain better understanding and make more informed decisions with the use of analytics. I am also passionate about the power of education because I have seen firsthand in my...
Education & Certification
University of Phoenix-Philadelphia Campus - Bachelor of Science, Management Science
University of Phoenix-Philadelphia Campus - Masters in Business Administration, Business Administration and Management

Eric: Series 6 tutor
Certified Series 6 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

Kathleen: Series 6 tutor
Certified Series 6 Tutor
...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 exam. My passion for teaching is revealed by sharing real world stories, test taking tips, and various ways to help you retain the material. Students have told me my tutoring style is energetic, fun,...
Education & Certification
The University of Texas at Arlington - Bachelor in Business Administration, Finance

James: Series 6 tutor
Certified Series 6 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

Krista: Series 6 tutor
Certified Series 6 Tutor
...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 various exams....
Education & Certification
Pennsylvania State University-Main Campus - Bachelor of Science, Business Administration and Management
Capella University - Masters in Business Administration, Project Management

Nicholas: Series 6 tutor
Certified Series 6 Tutor
Have been tutoring on and off in a variety of subject areas since the 7th grade. My areas of specialty are in the science and in money-related topics such as securities, insurance, economics, finance, and accounting.
Education & Certification
SIUCarbondale - Bachelor of Science, Management Science
Walden University - Doctor of Philosophy, Finance

Hal: Series 6 tutor
Certified Series 6 Tutor
...background includes having been licensed as a Certified Public Accountant, Certified Financial Planner, Certified Trust and Investment Advisor, Regulation 144 Specialist, Retirement Planning Specialist, Certified Senior Advisor, and a variety of other qualifications. In 2019, as I began tutoring and realized that it had been decades since I originally passed my securities licensing exams, I took the Securities Industry Essentials Exam (SIE), and retook the Uniform Investment Adviser Law Exam (Series 65), and the National...
Education & Certification
Frostburg State University - Bachelor of Science, Accounting and Business Management
Frostburg State University - Master of Science, Management Science

Garth: Series 6 tutor
Certified Series 6 Tutor
...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). I have experience working with first time test takers as well as students who require multiple attempts. Additionally, my background prepares me to tutor students...
Education & Certification
Lebanon Valley College - Bachelor of Science, Business Administration and Management
Loyola University Maryland - Masters in Business Administration, Business Administration and Management
Private Series 6 Tutoring Near You
Receive personally tailored Series 6 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.FINRA (Financial Industry Regulatory Authority) requires all financial professionals interested in selling mutual funds and annuities to pass the Series 6 exam (alternatively IR or Investment Company and Variable Contracts Products Representative Qualification Exam) for certification. The Series 6 assesses the competency of an entry-level representative to perform his or her job as an investment company and variable contracts products representative. The exam underwent a format change October 2018, making many past exams moot as practice. If you could use assistance to prepare for the test, Varsity Tutors can help you find a qualified Series 6 tutor to help you.
The Series 6 consists of 50 multiple-choice questions over a 90-minute testing session, a dramatic change compared to the old exam's 100 questions over 135 minutes. The questions are broken down into the following job functions: Seeking Business for the Broker-Dealer from Customers and Potential Customers (24%), Opening Accounts After Obtaining and Evaluating Customers' Financial Profile and Investment Objectives (16%), Providing Customers with Information About Investments, Making Suitable Recommendations, Transferring Assets, and Maintaining Appropriate Records (50%), and Obtaining and Verifying Customers' Purchase and Sale Instructions; Processing, Completing, and Confirming Transactions (10%).
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