Alex M.
17 Series 6 lessons
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I have trained and tutored people for over 10 years on the Series 6 exam. I worked for two large financial firms for 13 years. I began teaching the series 6 exam early in my career. I use customized notes and tailor them for each...
I have trained and tutored people for over 10 years on the Series 6 exam. I worked for two large financial firms for 13 years. I began teaching the series 6 exam early in my career. I use customized notes and tailor them for each...
I recently passed my Series 7 and I am happy to give a lot of the credit to Jason. Let me start off by saying he is worth every single penny. I previously used other tutors through Wyzant and a lot of them have preset presentation... - Sean, 3 lessons with Jason
A tutor that is well versed in the Series 6 material. I have helped many students pass the Sie exam and then transition them towards the both the Series 6 and 63 exams. Very capable of finding a students weak points, as well as...
A tutor that is well versed in the Series 6 material. I have helped many students pass the Sie exam and then transition them towards the both the Series 6 and 63 exams. Very capable of finding a students weak points, as well as...
Series SIE, 6, 63, 26, 24, 7, I currently hold all these series licenses. Series 6 - is a securities license entitling the holder to register as a company's representative. Series 63 - entitles the holder to solicit...
Series SIE, 6, 63, 26, 24, 7, I currently hold all these series licenses. Series 6 - is a securities license entitling the holder to register as a company's representative. Series 63 - entitles the holder to solicit...
Karen S. was a pleasure to work with. She made me feel very comfortable and took her time when explaining how the calculation would work. She has a great personality, and very easy to talk to. I highly recommend her if you are in ... - April
With 15+ years experience as a portfolio manager holding a series 7, I am qualified to tutor for the series 6 securitues exam. The series 6 is primarily designed for knowledge related to mutual funds. My series 7 is a higher...
With 15+ years experience as a portfolio manager holding a series 7, I am qualified to tutor for the series 6 securitues exam. The series 6 is primarily designed for knowledge related to mutual funds. My series 7 is a higher...
I've worked with Vanguard, Charles Schwab, and large RIA's. I've coached many people younger than me that are just entering the industry. The Series 6 exam can be easily passed with the right strategy and discipline.
I've worked with Vanguard, Charles Schwab, and large RIA's. I've coached many people younger than me that are just entering the industry. The Series 6 exam can be easily passed with the right strategy and discipline.
I have been an instructor and tutor for the Series 6 licensing exam for nearly 15 years with several leading financial training companies and currently as a private tutor. In addition, I have spent 30 years in the financial services...
I have been an instructor and tutor for the Series 6 licensing exam for nearly 15 years with several leading financial training companies and currently as a private tutor. In addition, I have spent 30 years in the financial services...
Mark was an absolutely amazing tutor and I can't say enough great things, he helped me these last few months prepare and pass the Series 7, 63 and 65 exams!! I can honestly say that the amount I was able to learn and grasp through... - Alexandra, 32 lessons with Mark
I have been teaching the Series 6 for four years including the SIE and Series 6 top off exam. Two of these years were in a professional corporate training environment teaching both live and virtual classes to new employees of a large...
I have been teaching the Series 6 for four years including the SIE and Series 6 top off exam. Two of these years were in a professional corporate training environment teaching both live and virtual classes to new employees of a large...
I am a CERTIFIED FINANCIAL PLANNER (CFP) professional and I currently hold the FINRA Series 6 exam. I have extensive experience working in the financial services industry, as well as tutoring students who are seeking to pass the FINRA...
I am a CERTIFIED FINANCIAL PLANNER (CFP) professional and I currently hold the FINRA Series 6 exam. I have extensive experience working in the financial services industry, as well as tutoring students who are seeking to pass the FINRA...
I can't thank Garth enough, as my job depended on passing the S7. I did not pass the S7 on my first attempt, but was able to succeed the second time, with the help of Garth. Specifically, he helped me to understand Options/Opti... - Adrian, 3 lessons with Garth
I originally passed the Series 6 on 04/22/1991. I have tutored this topic since 2019.
I originally passed the Series 6 on 04/22/1991. I have tutored this topic since 2019.
I came to Hal 2 weeks before my Series 7 exam distressed and concerned I wasn't going to pass for the third time. Hal helped me pass the exam and feel confident taking the test! He was available at the times I needed help and was ... - Carolyn, 5 lessons with Hal
...derivatives--and options. I do private tutoring, in person and online, for clients who are preparing for the FINRA SIE, Series 6, 65, 26, 7, 66, 24, 63, 57, and 4 qualifying examinations. My colleagues/clients have found tremendous value in my tutoring...
...derivatives--and options. I do private tutoring, in person and online, for clients who are preparing for the FINRA SIE, Series 6, 65, 26, 7, 66, 24, 63, 57, and 4 qualifying examinations. My colleagues/clients have found tremendous value in my tutoring...
Carlyle's tutoring and preparation for the FINRA Series 24 exam are truly exceptional. I cannot praise his program enough for the invaluable assistance it provided me in achieving success in this challenging exam. What makes Ca... - George, 100 lessons with Carlyle
I have a variety of industry designations along with being Series 7, 9, 10, 24, 63 and 65 licensed. I have worked in the securities industry for over 30 years in a variety of roles. Most recently as a regional compliance principal. I currently...
I have a variety of industry designations along with being Series 7, 9, 10, 24, 63 and 65 licensed. I have worked in the securities industry for over 30 years in a variety of roles. Most recently as a regional compliance principal. I currently...
I am not a Math person and I do really struggle with Options but Bill has so much patience teaching me. I tried a tutor before whish also has a 5 star rating but during the entire lesson I was just there listening. Bill will let y... - Anna, 5 lessons with William
For more than 2 years I have been applying the skills and knowledge from these exams in my investment management and life insurance business with my current employer. Series 7 is considered the harder version of Series 6, therefore I...
For more than 2 years I have been applying the skills and knowledge from these exams in my investment management and life insurance business with my current employer. Series 7 is considered the harder version of Series 6, therefore I...
I wanted to share my experience with my tutor Bud L. I am in my final year of college and found myself in need of a tutor in my Managerial Finance class, which is a capstone course in my degree track. The sheer volume and technica... - Robert, 29 lessons with Bud
Over my academic and professional career, I've had the chance to help peers, colleagues, and students in various subjects, such as the SIE, Series 6/7/63/65/66 licensing, and the Certified Financial Planner...
Over my academic and professional career, I've had the chance to help peers, colleagues, and students in various subjects, such as the SIE, Series 6/7/63/65/66 licensing, and the Certified Financial Planner...
I've passed and tutored the Series 6 exam and have successfully tutored others to pass the exam this past year. I've used a number of study platforms including Securities Training Corporation and Pass Perfect.
I've passed and tutored the Series 6 exam and have successfully tutored others to pass the exam this past year. I've used a number of study platforms including Securities Training Corporation and Pass Perfect.
I found Kevin while preparing to take the series 7 for my third time. I had previously taken the Kaplan course and I can easily say Kevin’s tools and explanations were far more thorough in achieving a better understanding of conce... - Laura, 17 lessons with Kevin
I have saved dozens of jobs for students at top investment banks, RIAs, and BDs by having them pass the FINRA exams. My strategy is for the student to understand the material, not memorize. I have been in the financial industry for more than 10...
I have saved dozens of jobs for students at top investment banks, RIAs, and BDs by having them pass the FINRA exams. My strategy is for the student to understand the material, not memorize. I have been in the financial industry for more than 10...
...Northwestern Mutual in the Chicago area. I have held numerous NASD and NYSE principal certifications including: series SIE, series #4 ROP, 6 MF, 7 RR, 8 SUP, 12 BOM 24 GSP, 27 FINOP, 53 MUNI, 63 STATE, 65 INV ADV and 66 LAW. Over the past ten years. I've ...
...Northwestern Mutual in the Chicago area. I have held numerous NASD and NYSE principal certifications including: series SIE, series #4 ROP, 6 MF, 7 RR, 8 SUP, 12 BOM 24 GSP, 27 FINOP, 53 MUNI, 63 STATE, 65 INV ADV and 66 LAW. Over the past ten years. I've ...
My son failed his first attempt at the Series 7 exam and obviously realized he needed assistance. I connected with WyzAnt reviewing various tutors’ credentials and experience. I fortunately selected a wonderful instructor named Jo... - Jane, 24 lessons with John
Whether you’re looking for a full curriculum over multiple sessions or more targeted help, your Series 6 prep sessions will be customized to your individual needs and learning style. You’ll learn through illustrations and interactive...
Whether you’re looking for a full curriculum over multiple sessions or more targeted help, your Series 6 prep sessions will be customized to your individual needs and learning style. You’ll learn through illustrations and interactive...
Ok so I won't go into my whole history with studying for and ultimately passing the CFP exam, but essentially, I took it the first time and did not pass, and then I decided to hire Cindy to study with my second time around, and I ... - Peter, 21 lessons with Cindy
I have been an active and academic trader and wealth advisor for 14 years. I have 2 law degrees focusing on securities and investments. I have scored high on FINRA Series SIE, 6 (85%), 7 (92%), 31 (93%), 63 (87%), 65 (85%), and 66...
I have been an active and academic trader and wealth advisor for 14 years. I have 2 law degrees focusing on securities and investments. I have scored high on FINRA Series SIE, 6 (85%), 7 (92%), 31 (93%), 63 (87%), 65 (85%), and 66...
...Financial Services (B/D), Athena Capital Advisors (RIA) and Windrose Advisors (RIA) over a 25 year period. I held the Series 7, 6, 63, 65, 25 and 4 licenses during my career. And I have tutored many exam candidates successfully - both on Wyzant and...
...Financial Services (B/D), Athena Capital Advisors (RIA) and Windrose Advisors (RIA) over a 25 year period. I held the Series 7, 6, 63, 65, 25 and 4 licenses during my career. And I have tutored many exam candidates successfully - both on Wyzant and...
The Series 7 exam incorporates and covers the Series 6 licensing requirement. I have over 20 years of experience in finance and have had my Series 7 license for the same amount of time. I have also accumulated over 500 hours of tutoring,...
The Series 7 exam incorporates and covers the Series 6 licensing requirement. I have over 20 years of experience in finance and have had my Series 7 license for the same amount of time. I have also accumulated over 500 hours of tutoring,...
Hello! I have taken and passed the 7/65/63 and understand how daunting these exams can be so picking the right tutor is so important. As your tutor, I will get to understand how you learn and teach you the materials in way that you will...
Hello! I have taken and passed the 7/65/63 and understand how daunting these exams can be so picking the right tutor is so important. As your tutor, I will get to understand how you learn and teach you the materials in way that you will...
Dana has helped me successful pass the SIE, Series 7, and Series 63 exams. The Series 7 Exam was one of the hardest exams I’ve ever taken and took me multiple attempts. Dana helped calm my nerves and helped me focus on achieving a... - Mary, 26 lessons with Dana
With FINRA certified Series 6 designation, I can help my clients with the recognition and good application of following financial products to solve their problems: some mutual funds, Variable annuities, Variable life insurance, Unit...
With FINRA certified Series 6 designation, I can help my clients with the recognition and good application of following financial products to solve their problems: some mutual funds, Variable annuities, Variable life insurance, Unit...
I currently hold a Series 7 and 66. The test is composed of several areas such as understanding equities, bonds, and economics. The other is memorization of the rules, regulations, and laws required. The third area is suitability of investments...
I currently hold a Series 7 and 66. The test is composed of several areas such as understanding equities, bonds, and economics. The other is memorization of the rules, regulations, and laws required. The third area is suitability of investments...
Jamie was a catalyst for my passing Series 7. His approach is non-nonsense, methodological, and effective. After failing my first attempt, I came to look for someone who could help me understand concepts like options, but Jamie ... - Shoko, 20 lessons with Jamie
Qualifications For Series 6 Over 20 years’ experience as a Financial Advisor at Morgan Stanley and AIG Passed at first attempt: Series 7, 63, 65 and 57 Successful tutor for students at: Morgan Stanley, Merry Lynch, and many other...
Qualifications For Series 6 Over 20 years’ experience as a Financial Advisor at Morgan Stanley and AIG Passed at first attempt: Series 7, 63, 65 and 57 Successful tutor for students at: Morgan Stanley, Merry Lynch, and many other...
This was my " Third Attempt” and I was almost ready to give up. I had studied 3 times more than was required to pass the series 65 and I still had 2 previous failed attempts. At this point, I felt that I was very good at recog... - Joshua, 9 lessons with Mark
The Series 6 is a test of the financial representative's ability to understand Mutual Funds and Variable insurance products like Annuities. During my career at Merrill Lynch as a Financial Advisor and Sr. Portfolio manager I have...
The Series 6 is a test of the financial representative's ability to understand Mutual Funds and Variable insurance products like Annuities. During my career at Merrill Lynch as a Financial Advisor and Sr. Portfolio manager I have...
17 Series 6 lessons
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1 lesson
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