...SIX MONTHS with a 90% blended score on my only full practice exam. Most candidates spend at least a year on their first attempt! I know which methods work and which are a waste of precious effort! Working with me, you will have an expert partner to help encourage, teach, guide, collaborate, and hold you accountable for your goals! Over my academic and professional career, I've had the chance to help peers, colleagues, and students across...
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I have decades of experience both in academe as well as in the financial services field, and have helped thousands of adults reach their academic and professional licensing goals.
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...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 confident for test day. There are no stupid questions, only impatient teachers....
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...and 66). My teaching philosophy revolves around fostering critical thinking, encouraging open communication, and making complex concepts accessible. I aim to create an interactive learning environment where students feel supported and motivated to succeed. Outside of academia, I am deeply involved in relationship management and business development, which keeps me connected to the practical applications of the subjects I teach. I have both classroom experience and experience working with those that need a little extra...
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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 BS in finance and economics, I worked as a financial analyst and investment specialist for a brokerage firm. I abruptly changed direction and joined the military where I spent close to a decade serving in the United States Army Special Forces. I approach tutoring with a "no quit" attitude as I have done with many things in my life. Together we will make it happen!
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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)
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...recent 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...
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...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 in a variety of subjects including finance, economics, accounting, investing, and all business-related topics. I...
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...Business Administration in Organizational Leadership, as an adult student while actively working and advancing my career in Financial and Investment Services. Having held several senior management, training, and business coaching positions has allowed me to develop a unique perspective and flexible tutoring style. While I tutor a range of subjects on business and financial topics, I am most passionate about FINRA and Insurance regulatory examinations. I am a firm proponent of continuing education throughout one's...
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...# 7 Tutor I like to help 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...
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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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...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 lifelong learning keeps us...
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...licenses. 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...
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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. I am a strong tutor with the Series 65, 66, and 7.
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I am a graduate of the Darla Moore School of Business in South Carolina. Since then I have worked as a paraplanner and assistant to financial advisors.
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...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 and enjoy keeping up with the latest fashion trends and home decor. I also am part of a roller hockey league and play left defender. I am very passionate about economic empowerment and have...
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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.
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 51Թ. 51Թ 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. 51Թ 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 51Թ today.
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