
LaKeisha: Series 66 course instructor
...more that you learn, the more places you'll go." Based on this quote, reading and learning have certainly helped me to increase my knowledge about various subjects as well as to go many places. For instance, I graduated from Wesleyan College and earned a Bachelor of Arts degree in English with a minor in Political Science. I also went to Augusta State University, currently known as Augusta University, and received a Master's degree in Public...
Education & Certification
- Wesleyan University - Bachelor in Arts, English
- Augusta State University - Master of Public Policy, Public Administration
- Capella University - Doctor of Philosophy, Human Services
Subject Expertise
- Series 66
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- +27 subjects

Daniel: Series 66 course instructor
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!
Education & Certification
- Malone University - Bachelor in Arts, Organizational Leadership
- Baldwin-Wallace College - Masters in Business Administration, Accounting
Subject Expertise
- Series 66
- ChFC - Chartered Financial Consultant
- Series 4
- CLU - Chartered Life Underwriter
- +25 subjects

Richard: Series 66 course instructor
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.
Education & Certification
- Westminster College - Bachelor in Business Administration, Business, General
Subject Expertise
- Series 66
- CFP
- Series 63
- CFA
- +31 subjects

Bryan: Series 66 course instructor
...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 abilities and strive for ongoing success. In my spare time, I enjoy golfing, hiking, watching baseball, and boating with my family.
Education & Certification
- University of Utah - Bachelor in Arts, Finance
Subject Expertise
- Series 66
- FINRA - Financial Industry Regulatory Authority
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- +5 subjects

Barrett: Series 66 course instructor
...winning 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!
Education & Certification
- Florida International University - Bachelor of Science, Criminal Justice
- Louisiana State University and Agricultural Mechanical College - Doctor of Laws, Law Enforcement Administration
Subject Expertise
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- Series 26
- +20 subjects

Angela: Series 66 course instructor
...individuals so that they have the knowledge to feel empowered 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...
Education & Certification
- Walsh College of Accountancy and Business Administration - Bachelor in Business Administration, Business, General
- Walsh College of Accountancy and Business Administration - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 24
- Series 86
- Series 7
- +28 subjects

Raman: Series 66 course instructor
...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 financial services industry. Reading material and memorizing it is one thing, understanding how to strategically take these exams and understanding the concept is where...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- Series 66
- Exam IFM - Investment and Financial Markets
- Series 7
- Insurance License
- +25 subjects

Kristin: Series 66 course instructor
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!
Education & Certification
- Eastern Illinois University - Bachelor of Science, Special Products Marketing Operations
- Lewis University - Masters in Business Administration, Agricultural Business
Subject Expertise
- Series 66
- Series 63
- Series 7
- SIE
- +1 subjects

Raymond: Series 66 course instructor
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.
Education & Certification
- Fordham University - Bachelor of Science, Classics
Subject Expertise
- Series 66
- Series 31
- Series 86
- Series 22
- +7 subjects

Roman: Series 66 course instructor
...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 pass the exam on the first attempt. I take care to assess your starting position and help you map out a study and exam...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- Series 66
- Series 65
- Series 63
- Series 7
- +60 subjects

Valentina: Series 66 course instructor
...help you with the preparation for the FINRA exams. I have been in the financial industry for over 20 years, and I am FINRA licensed in Series 7, Series 66, and of course, in SIE since it is a pre-requisite for 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...
Education & Certification
- Colorado Mesa University - Bachelor of Science, Computer and Information Sciences, General
Subject Expertise
- Series 66
- Series 63
- SIE
- Series 7
- +4 subjects

Melissa: Series 66 course instructor
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!
Education & Certification
- The University of Texas at Arlington - Bachelor in Arts, Anthropology
- Capella University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 63
- Series 7
- SIE
- +1 subjects

Kyle: Series 66 course instructor
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!
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- University of Notre Dame - Current Grad Student, Finance
Subject Expertise
- Series 66
- Series 63
- FINRA - Financial Industry Regulatory Authority
- Series 7 - General Securities Representative Exam (Stockbroker)
- +11 subjects
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- Series 66
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFP
- +4 subjects

Vikram: Series 66 course instructor
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.
Education & Certification
- ICFAI - Master's/Graduate, Investment
- CFA Institute - Professional (JD, MD, DMD, etc), Investment
- London Business School - Master of Arts, Finance
Subject Expertise
- Series 66
- CFA
- Exam FM - Financial Mathematics
- Series 7
- +29 subjects

Karen: Series 66 course instructor
...I graduated with a master's degree from Ashwood 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...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- SIE
- Series 65
- Series 87
- +24 subjects

Chunhua: Series 66 course instructor
...have Ph.D. degree in Management Science and 2 masters degrees as MBA and Master of Science. I also have Loan Officer License, Enrolled Agent license, Life/Health Insurance. I know how to learn effectively and efficiently. I built a financial company which provides one-stop wealth management advisory services. Many years of advisory sales and management services have made me an effective communicator. Tutoring fulfills my passion of sharing my years of experiences and offering guidance to...
Education & Certification
- Wuhan University - Bachelor of Science, Computer and Information Sciences, General
- Wuhan University - Doctor of Philosophy, Management Information Systems
Subject Expertise
- Series 66
- Insurance License
- SEE - Special Enrollment Exam
- Series 65
- +7 subjects

Pamela: Series 66 course instructor
...of Colorado - Boulder. I received my Bachelor of Science in Marketing and International Business with a minor in Economics. I have experience teaching English as a Second Language online to children ages 3-15 in China. I work professionally in 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...
Education & Certification
- University of Colorado Boulder - Bachelor of Science, International Marketing
Subject Expertise
- Series 66
- Series 65
- Series 7
- Insurance License
- +73 subjects
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 79
- SIE
- CPA
- +24 subjects

Evan: Series 66 course instructor
...assisting you with your coursework - whether that be high school work, undergraduate/graduate level Finance, Economics, Math, or Accounting work, or CFA exam prep I graduated Summa Cum Laude (top 5% of my class) from Northwestern University with a degree 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...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 66
- Series 65
- Series 24
- SIE
- +27 subjects