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!
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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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...my student to attain their goals and objectives. I am very compassionate and patient with my students, especially those studying for FINRA and State Insurance Licensing exams. I have created unique study plans and practice exam questions that have assisted my students to pass their exams without any doubt about their capabilities. I'm happy to help you succeed in all FINRA and State Insurance Exams tutoring. Your passing grade is both of our goals! I...
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...To this very day, I work upwards of 18 hours per day, five and sometimes six days per week. Because of my diverse background, (heavy in the finance arena, including insurance, securities & investment banking/related) I can relate to 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...
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...guiding them through complex financial and business concepts, and helping them build confidence in their skills. My experience as a professor and my hands on experience in the investment world has allowed me to engage with students at various stages of their educational journeys, tailoring my approach to suit their unique needs. I hold an MBA from Stetson University and a B.A. from the University of British Columbia. I tutor subjects related to finance, business,...
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...from a life long passion for learning. Im a Masters Degree graduate of Washington University in St. Louis (Olin School of Business: Finance emphasis) and also received my Bachelor of Science in Accounting from Truman State University. Both students and parents say that I help students succeed and realize their own potential with improved confidence, grades and test scores. Because I have over 20 years of "real life" professional experience and have traveled extensively, I...
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...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, Human Geography,...
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...language, and I provide a variety of accessible learning portals, eliminating the need for additional expenses on materials. My extensive resource library includes both my own unique materials and traditional ones (Kaplan, PassPerfect, and Achievable), ensuring a comprehensive learning experience. As a financial advisor and recent MBA graduate, I've been trained to cater to a wide range of learning styles, personality types, and unique challenges such as learning disabilities, test anxiety, and other mental blocks....
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...a primary source of income; I teach because I enjoy helping others enough to do it in my spare time. 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.
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...earning my Bachelor of Arts Degree, I had the opportunity to enter the world of Finance and have enjoyed a rewarding career of over 20 years. Along the way, I have earned my Certificate in Financial Planning from Bryant University. Preparing for a certification exam can be a daunting and stressful experience. I strive to help my students isolate their strengths and weaknesses, then help them construct a plan to approach the material in a...
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...and Series 66 licenses and am eager to share my tips and tricks to passing these exams with flying colors. When teaching I prefer to apply real world application of topics in order to gain a deeper understanding and truly gain knowledge around different subjects. My ultimate goal is to get my students to the end goal of passing their exam as quickly and efficiently as possible. I received my undergraduate degree from Arizona State...
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...dedicated focus is on Chemistry based subjects with multiple degrees to back up my knowledge; B. SCI Chemistry, MBA, M. SCI Pharmaceutical Sciences. If you are looking for answers in science, chemistry and math. I have probably got my hands on it directly. Have years of Scientific Expertise with degrees and awards to back up these words. I will be your person subject matter expert to assist you. My personal goal is to inspire confidence...
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...students to enter into a financial career. I've spent over three decades as a successful Financial 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 helping others,...
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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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...and margin. I get my most enjoyment from assisting students progress through their career by helping to add different licenses. I have experience with a variety of different educational products including (Kaplan, ExamFX, Training Consultants, STC and Achievable) I am Series 7, 9, 10, 24, 63 and 65 (66) licensed and have multiple industry designations (CAS, CMFC, AAMS, CRPC and ARPC). My tutoring approach is tailored to each student's unique learning style and pace, ensuring that...
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A 25 plus year veteran of the Financial Services industry. I have been involved with advising and counselling both clients and advisors, and 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 am a former youth and high school basketball coach, youth and high school football coach.
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...in the financial services industry, I have passionately seen my primary role as an educator. This is equally important to me as a tutor. During my career, I obtained the Certified Series 7, 6, 63, and 65 and the Life, Health, Annuities and Variable Contracts Producer License within various states. I also hold an MBA in finance. I own a financial consulting firm providing financial coaching, financial educational presentations/events, academic instruction and money management skills...
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...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...
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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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...to acquire the Series 7, 65, 63, SIE, and Life Insurance licenses. In addition, I am a Chartered Retirement Planning Counselor and Certified Financial Planner. Because of the study habits I was taught, I was able to pass all exams on my first attempt and in a relatively short time frame. I hope to pass on to more students the study habits that I was blessed to be taught from some of the best in...
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Our interview process, stringent qualifications, and background screening ensure that only the best Series 6 tutors 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 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.
Series 6 Tutoring FAQ
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%).
You might be tempted to focus exclusively on the third section worth half of your final score, but you need a more balanced approach if you want to pass this test. Your Series 6 tutor can design study sessions with your individual needs in mind, concentrating on any topics you struggle with to help you feel more confident. Any questions asked can also be answered in a timely manner, ensuring that you never move on from a subject you're still uncomfortable with.
FINRA is also notorious for deceptively wording questions, causing many students to miss questions that they know the answer to. Your Series 6 tutor can provide practice exams and other learning aids to help familiarize you with their tricks before you sit for the exam. They can also teach you to accept the correct answer as correct without questioning it, as doing so is sure to cause problems considering the disconnect between practical financial experience and FINRA's theoretical questions.
If you're ready to start working with a Series 6 tutor, we can help you find one who meets your academic and scheduling requirements. We also provide a Live Learning Platform that lets you study on your mobile device anywhere with a stable internet connection. It offers a suite of features to improve the studying experience as well, so reach out to us today to get started.
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