If you're currently working as a broker and are ready to move into advising others in their investments, you might be interested to find out that Varsity Tutors can set you up with individualized Series 66 test prep courses. We set you up one on one with a Series 66 prep instructor who can help you focus on the areas of the exam where you have the best opportunities to improve your performance. Reach out to our Educational Directors today or keep on reading below so you can learn more about how Series 66 courses can provide you with the help you need in a focused and efficient way.
When you sign up for a customized Series 66 class, you get the undivided attention of someone who understands the expectations of the Uniform Combined State Law Examination. Your tutor can work with you to ensure that you understand and can apply your knowledge of investment vehicles, client retirement plans, laws, regulations, and ethics. You can dictate what you want to focus on, or your Series 66 test prep instructor can assess your needs to figure out a custom study plan to keep you progressing towards your goals. A personalized Series 66 course is all about helping you build your skills and understanding by catering to your precise needs to save time and effort while helping you understand exactly what you need to know.
Series 66 prep can get you ready for all sections of the exam. Here's a quick breakdown of the Series 66 exam sections and their weights:
Series 66 Exam Breakdown
Section | Percentage of Test |
Economic Factors and Business Information | 5% |
Investment Vehicle Characteristics | 20% |
Client Investment Recommendations and Strategies | 30% |
Laws, Regulations, and Guidelines Including Prohibition on Unethical Business Practices | 45% |
There's a lot of information to have at the front of your mind on exam day, so your Series 66 preparation needs to be well-rounded. Your personalized Series 66 classes can cover all of the topics, but they can also help you develop stronger skills in taking tests. Series 66 tutors help students learn how to manage their time on the exam, increase their chances of getting tough multiple-choice questions right, and alleviate test anxiety with a combination of solid prep and relaxation techniques.
Another advantage of Series 66 tutoring is that sessions can move at your normal learning pace while using teaching approaches that match your learning style. Your Series 66 prep instructor can talk you through concepts, work alongside you through practice questions, diagram concepts on a whiteboard, or use a combination of different techniques to ensure you feel comfortable with a topic before moving on.
Varsity Tutors also tried to make Series 66 test preparation as convenient for you as we can. We do all the work to identify a Series 66 test prep instructor who has the proper skill set and who can offer sessions at a time that can fit somewhere in your schedule. We also make sure you don't have to travel to get a session in. Our Live Learning Platform lets you meet with your Series 66 test prep instructor online for face to face meetings with a virtual whiteboard and other handy tools.
If you're ready to get started with effective Series 66 prep, contact Varsity Tutors today.

Hajra: Shorewood Series 66 test prep instructor
...time frames given. I am passionate about helping people pass the professional exams and achieving their goals. I aim to be a resource to people, and letting them set the pace. I enjoy traveling when I can, either locally or internationally. Some of my favorite jaunts are those unassuming places that my family and I...
Education & Certification
- American International College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 66
- SIE
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- +9 subjects

Eric: Shorewood Series 66 test prep instructor
...central role in my life, from early youth until today. The first lesson learned was how to be disciplined. I learned how to put in the time and mental effort to be successful, and this work ethic has helped me in any venture I've pursued. I also learned how to deal with not being successful....
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor of Science, Finance
Subject Expertise
- Series 66
- Series 7
- High School Business
- Business
- +29 subjects

Kristin: Shorewood Series 66 test prep 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

Gary: Shorewood Series 66 test prep instructor
I tutor securities licensing exam prep courses for NASAA & FINRA registrations (Series 6,7,63,65,66 and a few others). I own a financial practice, hold the Series 65 and a CRPC designation, and my experience, knowledge and research are current and relevant.
Education & Certification
- Columbia College - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 99
- SHRM-CP - Society for Human Resource Management- Certified Professional
- Series 6
- +72 subjects

Danny: Shorewood Series 66 test prep instructor
...25 years and I retired a senior NCO in the Army Reserve serving for 23 years. I've had the pleasure of mentoring training and leading sales people and soldiers most of my adult life and coaching and developing has been my passion. I have the Series 7 license, Series 66, Series 63, Series 24, and...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 66
- Insurance License
- Series 86
- Series 65
- +11 subjects

Chunhua: Shorewood Series 66 test prep instructor
...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 students. I am a visual learning and tutoring using illustrations and examples to improve the recall of information and concepts. I have...
Education & Certification
- Wuhan University - Bachelor of Science, Computer and Information Sciences, General
- Wuhan University - Doctor of Philosophy, Management Information Systems
Subject Expertise
- Series 66
- Series 6
- Insurance License
- Series 65
- +7 subjects

David: Shorewood Series 66 test prep instructor
...have a Bachelor of Arts in Economics from Hobart and William Smith Colleges where I was President of my fraternity and played on the golf team. I received an M.B.A in Finance from the Rochester Institute of Technology where I had a research assistantship and completed a 6 month Co-op Education position with IBM. I...
Education & Certification
- Hobart William Smith Colleges - Bachelor in Arts, Economics
- Rochester Institute of Technology - Masters in Business Administration, Finance
Subject Expertise
- Series 66
- Series 65
- ASCP Board of Certification - American Society for Clinical Pathology Board of Certification
- CPA
- +151 subjects

Audrey: Shorewood Series 66 test prep instructor
...Word, PowerPoint and QuickBooks Tutor for undergraduate and graduate students, business owners, real estate agents, and nonprofit staff. Qualifications: MBA degree (Major: Accounting and Finance) from the University of Southern California's (USC) Marshall School of Business. CPA (inactive) and CFA (inactive) certifications. Experience: Successful tutoring of undergraduate and graduate students. At USC I was a...
Education & Certification
- University of Ghana - Bachelor of Science, Accounting
- University of Southern California - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 66
- Insurance License
- Series 7
- CPA
- +26 subjects

John: Shorewood Series 66 test prep instructor
...500 financial advisors. I have studies Retirement Planning along with having the following FINRA Licenses: Series 7, 8 (9/10), 66, 63. While I tutor a broad range of subjects' financial literacy, I have proven experience in helping individuals master the content and successfully prepare to pass the following FINRA Licenses: Series 7, 8 (9/10), 66,...
Education & Certification
- Chicago State University - Bachelor of Science, Applied Psychology
Subject Expertise
- Series 66
- Series 63
- Series 9
- Series 6
- +9 subjects
Education & Certification
- Florida State University - Bachelor of Science, Finance
- University of Miami - Master of Science, Finance
Subject Expertise
- Series 66
- Series 7
- CPA
- SIE
- +35 subjects

Myles: Shorewood Series 66 test prep instructor
...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...
Education & Certification
- Lamar University - Bachelor in Arts, Communication, General
Subject Expertise
- Series 66
- Series 63
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects

Peter: Shorewood Series 66 test prep instructor
...Elish and I am a tutor. You are entering a world where it is a "win win," meaning you help others with their finances and make money doing so. These licenses are so valuable, that you have the potential to make as much money, if not more money than doctors and lawyers. You do not...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 66
- Series 4
- Series 86
- SIE
- +42 subjects

Victoria: Shorewood Series 66 test prep instructor
...and securities licensing. In my experience helping students prepare for complex exams, we always seem to have the most success when we have discovered the student's learning style and thought-process. I believe learning should be an engaging, inspiring activity where the student can envision how their new knowledge will apply to real-life scenarios. I am...
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 65
- Series 7
- Series 53
- +35 subjects

Paul: Shorewood Series 66 test prep instructor
A passion of mine is assisting 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...
Education & Certification
- Cincinnati Christian University - Bachelor in Arts, Religious Studies
Subject Expertise
- Series 66
- Series 65
- Series 6
- Series 99
- +17 subjects

Jennifer: Shorewood Series 66 test prep instructor
...I tutored chemistry and algebra to my peers in undergrad as well as high school students who were preparing for SAT. Most recently, I obtained the SIE, series 7, and series 66 licenses. While I am capable of tutoring a broad range of subjects, I am more interested in helping students/clients prepare for certification exams...
Education & Certification
- Fort Valley State University - Bachelor of Science, Biology, General
Subject Expertise
- Series 66
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- +18 subjects

Natalie: Shorewood Series 66 test prep instructor
...however I'd like to have my 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...
Education & Certification
- Seton Hall University - Bachelor in Arts, Political Science and Government
Subject Expertise
- Series 66
- Series 63
- Insurance License
- Series 6
- +151 subjects

Nathalie: Shorewood Series 66 test prep instructor
I have an interesting background beginning with my Undergraduate Degree in Biology. I was hoping to go to Veterinary School although the school I hoped to go to was on the other side of the country. I came back home to Florida to complete my MBA in Finance, and currently work as a Financial Analyst....
Education & Certification
- University of Central Florida - Bachelor of Science, Biology, General
- University of North Florida - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- CPA
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +34 subjects

Brian: Shorewood Series 66 test prep instructor
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...
Education & Certification
- Johnson Wales University-Providence - Bachelor in Arts, Finance
Subject Expertise
- Series 66
- Series 63
- PMP
- Series 7
- +18 subjects

Hal: Shorewood Series 66 test prep instructor
...is the foundation of society and that personal growth and betterment are natural to each individual whether it be economic, intellectual, or spiritual. Learning is unique to each person and each person, who has the interest, will benefit from the best possible learning situation that can be provided and consequently contribute to the whole of...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 66
- Series 51
- Series 87
- CIMA
- +171 subjects

Pamela: Shorewood Series 66 test prep instructor
...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...
Education & Certification
- University of Colorado Boulder - Bachelor of Science, International Marketing
Subject Expertise
- Series 66
- Series 7
- Series 22
- Series 79
- +73 subjects