The Best Series 65 Tutors in Brooklyn, NY

Near Brooklyn, NY

Registered Investment Adviser With Series 65 license for over 15 years

I earned the Series 65 and started my own investment advisory firm. Ran my own firm for over 15 years and managed all aspects of regulatory compliance. Extensive study in learning techniques and study techniques to bring the most current approach to students. See Jack's full profile

Near Brooklyn, NY

Series 65 Tutor | 10+ Years Experience | Investment Adviser Exam

I have over 10 years of experience training and tutoring individuals for the Series exams, with 15 years in the financial industry at three of the world's largest financial firms. The Series 65 qualifies candidates as investment adviser representatives. I use customized materials to review and prepare... See Jason's full profile

Experienced industry professional.

I originally passed this license on 01/10/2001. I retook and passed again in 2019 and have tutored for it since that time. See Hal's full profile

Series 65 Tutor | 25+ Years Experience | CIMA® | Proven Strategies

...firms. I have passed the Series 7, 24, 63, 65, and 66, and specialize in helping students prepare specifically for the Series 65 exam. I hold both a Bachelor’s and Master’s degree in Finance with a 4.0 GPA and earned the Certified Investment Management... See Penny's full profile

Series 65 samurai! Let’s make this fun! You’ve got this!

I have previously passed the Series 65, 7, 63, 86 & 87. See Sebastian's full profile

Passed Exam on March 13

I passed the exam on March 13, 2025 and previously passed the Series 66 10 years. See Shawn's full profile

Extensive knowledge on how to study for an pass the Series 65 Exam

I help those learn on many aspects toward taking the exam. This includes how to study, how to prep for the exam, how to take the exam, and how to maintain disciplined. My approach is to remain on an individualized level for each student to make... See Chris's full profile

Financial Industry Professional with 5+ years of experience

I have been a registered representative with FINRA and have been working in the Financial Services industry for 5 years now. I currently hold the registrations for FINRA Series 6, Series 63, and Series 65. I also passed all my FINRA exams... See Nikola's full profile

Securities Exam 65. Visual learner/tutor for recall.

I currently have my series 7, 3, 4, 6, 8, 63, 65, 66, 53 licenses. I know what it takes to study and pass exams. I can share my tips and illustrations to help you remember and learn what is needed to pass. I have a BS in Finance from Quinnipiac... See Karen's full profile

Investment Advisor with the series 24, 7, 66 licenses for 30+ years.

I am an Investment Advisor with the series 66 license. This is a larger license than the series 65, and the series 65 is contained within (or is a part of) the series 66. I teach a series 65 class. See Carlyle's full profile

Former FINRA and NASAA License holder 12 years and Trader

I am a retired Registered Principal, Series 24, with experience training 1500+ license seekers since 2019. My experience led to training SERIES 65 advisors nationwide and the challenges are many! I have broken it down so you can have a... See Jay's full profile

Financial Industry professional and Registered Investment Adviser

I now help students prepare for the 65, and 66 and related exams by blending practical insights with a structured study plan tailored to each learner’s strengths and challenges. I have been tutoring Series 65 and 66 for almost 2 years now. See BRUNO's full profile

Pass the Series 65: Ex FINRA Examiner, Held 7, 63, 65, 86 and 87

I spent over two years as a FINRA examiner reviewing investment advisers for the same suitability and compliance standards the Series 65 tests, have held the 7, 63, 65, 86 and 87, passed CFA Level I, and hold an MBA in Quantitative Finance... See Matthew's full profile

15 years as an instructor and tutor for the Series 65

I have been preparing individuals for the Series 65 licensing exam for nearly 15 years, first as an instructor at several leading financial training firms and currently as private tutor. During this time, I also instructed on parts of the... See Mark's full profile

Patient, smart, affordable tutor who speaks in real world terms

I held the Series 65 license for over 15 years in my operations/trading/ client service management roles at Athena Capital Advisors and Windrose Advisors. I have successfully tutored many candidates for the Series 7 and... See Ken's full profile

Top 1% Tutor Simplifies Exam Prep for Series 65

I've helped hundreds of students learn the content for the Series 65, CFP, and other financial exams with a down-to-earth, jargon-free approach that simplifies complex topics. We'll leverage learning hacks backed by neuroscience... See Cindy's full profile

When Careers and Futures are on the Line, I Deliver Under Pressure

I have experience tutoring the Series 63, 65, 66, 6, 7, and SIE along with finance and economics and I have been working in the financial industry in various capacities since 2014 including Asset Management and Proprietary Trading. I... See Arseny (Sunny)'s full profile

Seasoned executive with 30+ years working with Investment Advisers.

During my career, I have worked at both the SEC and state-licensed Investment Advisers. I have assisted many employees with the Series 65 exam. Also, I took the exam and passed on my first attempt. My deep understanding of the Uniform... See Mark's full profile

3 Years As FINRA Exam Tutor: SIE, 3, 4, 6, 7, 31, 63, 65, and 66

I have passed FINRA Series SIE, 6, 7, 31, 63, 65, 66 exams with high scores. I have also passed the certified financial planner exam twice, which is deeply related to the Series 65. I have tutored students for FINRA licensing exams for... See Brian's full profile

Managing Director

...27, Series 4, Series 53 and Life/Health agent. I've tutored for all of these for years, as well as, the Series 6 and Series 65.... See Jim's full profile

Series 65 Exam Prep Expert

I am a CERTIFIED FINANCIAL PLANNER (CFP) professional. I have extensive experience working with students who are seeking to pass the FINRA Series 65 exam, as well as other financial exams or designations. I can you help you implement a... See Garth's full profile

Recently took and passed my Series 65 exam

I just recently studied for the Series 65 exam and took the test on 2/15/23 and passed. They do not show your score, but I was scoring an average of 92% on the practice exams. I have also taken and passed the Series 3, 7, 24, 55,... See Steven's full profile

SIE, Series 7, 65, 63, 66, 6, & 9 Tutor

I have taught Series 65 and 66 for 6 years, this includes professional experience as a facilitator at Fidelity Investments as well as being a private 1:1 tutor. I help financial advisors and others in the industry with both of these exams... See Chris's full profile

Wealth Advisor with a decade of experience

I am a practicing CFP and Wealth Advisor in Arizona. I have passed several series exams including the series 65. I understand the material on a deep level. I will guide you through the most efficient way to study to make sure you get a... See Isaac's full profile

Series 65, 63, and 7 tutoring specializing in licensing examinations

I currently hold a Series 7 and 66. The Series 65 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... See Jamie's full profile