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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
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
I've passed and tutored the Series 65 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. See Kevin's full profile
I've passed and tutored the Series 65 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. See Kevin's full profile
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... read the full review - Laura, 17 lessons with Kevin
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
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
I want to take a minute and recognize Carlyle W. Actually, I want to thank him. He has been tutoring me for my Series 7 exam. He also tutored me for the Series 63, as well as the Series 65. As you can imagine I was very nervous to... read the full review - Caroline, 91 lessons with Carlyle
Hal has tutored for more than 5 years on various platforms and is highly experienced having tutored for more than 7000 hours and has helped more than 570 students. Hal is an expert in Series 7 and has tutored for more than 2400 hours and has... See Hal's full profile
Hal has tutored for more than 5 years on various platforms and is highly experienced having tutored for more than 7000 hours and has helped more than 570 students. Hal is an expert in Series 7 and has tutored for more than 2400 hours and has...See Hal's full profile
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
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
I am a licensed financial professional with Series 7, Series 63, and WA, CA life insurance and variable annuities licenses. I have a MBA in Finance / International Business from New York University and more than 25 years experience in corporate... See Bud's full profile
I am a licensed financial professional with Series 7, Series 63, and WA, CA life insurance and variable annuities licenses. I have a MBA in Finance / International Business from New York University and more than 25 years experience in corporate...See Bud's full profile
Bud was able to walk me through everything and answer all of the questions that I had! I am very happy with the lesson and would recommend him to anyone needing help in finance!... read the full review - Anna
I also have roughly 40 hours of tutoring for the Series 66. The Series 66 is considered a blend of the Series 63 and Series 65 examinations. See Jorge's full profile
I also have roughly 40 hours of tutoring for the Series 66. The Series 66 is considered a blend of the Series 63 and Series 65 examinations.See Jorge's full profile
As a Registered Financial Advisor, I've had to take the Series 65 license exam and hope to coach others and/or help them understand the knowledge and understanding of the Investment Advisers Law Exam. If you need help with your... See Jose's full profile
As a Registered Financial Advisor, I've had to take the Series 65 license exam and hope to coach others and/or help them understand the knowledge and understanding of the Investment Advisers Law Exam. If you need help with your...See Jose's full profile
My experience with Jose was great. I was freaking out about my series 6 test and he helped me see why it was giving me issues ! He took his time and explained everything to me ! He helped me calm my nerves and just spoke me back t... read the full review - Rabiena, 2 lessons with Jose
During my 30+ years career in financial services, I maintained the series #7, 63, 65 & 66 and the Registered Option Principal certification. I qualified by examination of the Series #63 with the National Association of Security... See John's full profile
During my 30+ years career in financial services, I maintained the series #7, 63, 65 & 66 and the Registered Option Principal certification. I qualified by examination of the Series #63 with the National Association of Security...See John's full profile
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... read the full review - Jane, 24 lessons with John
COMPENSATION & CUSTODY Wednesday at 9:15 am ET Learn the obligations associated with custody of client funds and the conditions for the use of performance-based fees and soft dollar compensation in preparation for the Series 63,... See Cindy's full profile
COMPENSATION & CUSTODY Wednesday at 9:15 am ET Learn the obligations associated with custody of client funds and the conditions for the use of performance-based fees and soft dollar compensation in preparation for the Series 63,...See Cindy's full profile
Cindy was great – explain things at just the right level allowing me to learn very quickly. I accomplished more than I was expecting – absolutely perfect. Not just very knowledgeable but also an excellent Teacher!! I look forwar... read the full review - Jeff, 3 lessons with Cindy
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
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
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 ... read the full review - Shoko, 20 lessons with Jamie
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
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
I have previously passed the Series 65, 7, 63, 86 & 87. See Sebastian's full profile
I have previously passed the Series 65, 7, 63, 86 & 87.See Sebastian's full profile
I came to Sebastian about a week before taking my second attempt for my SIE. A month prior, I failed the test by one question. I didn't know exactly what to expect but I was hoping that Sebastian could provide me with some valuabl... read the full review - Grant, 2 lessons with Sebastian
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
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
I found Mark a few weeks prior to taking the Series 7. He helped me hone in on the sections I was struggling with like munis, suitability and options. I know for a fact that I would not have passed without his wealth of knowledge ... read the full review - Jordyn, 17 lessons with Mark
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
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
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... read the full review - Adrian, 3 lessons with Garth
After passing my exams, I have also wanted to help people like myself grasp the concepts they need to get over the hump and never have to take these exams ever again. I've had excellent tutors and mentors in school, internships, and jobs, - and I... See Montel's full profile
After passing my exams, I have also wanted to help people like myself grasp the concepts they need to get over the hump and never have to take these exams ever again. I've had excellent tutors and mentors in school, internships, and jobs, - and I...See Montel's full profile
I have the following active licenses: series 6, 7, 65, 66, 3, 4, 24, 8 and 53. I have tutored for the SIE and new Top Off series 6 and 7 exams. I know what it takes to study and pass an exam. I am currently working in the... See Karen's full profile
I have the following active licenses: series 6, 7, 65, 66, 3, 4, 24, 8 and 53. I have tutored for the SIE and new Top Off series 6 and 7 exams. I know what it takes to study and pass an exam. I am currently working in the...See Karen's full profile
I found myself struggling on a few key topics in Series 7 and Karen was able to paint a picture and make everything clear to me. She broke everything down piece by piece and gave me a few new memorization tools. Next up for me is ... read the full review - Krisi, 4 lessons with Karen
I have been Series 65 licensed as well as Series 7 licensed for most of my career in the Investment industry. The Series 65 - which gives one access to the Advisory side of the business, and is needed in order to work with a... See Guillermo's full profile
I have been Series 65 licensed as well as Series 7 licensed for most of my career in the Investment industry. The Series 65 - which gives one access to the Advisory side of the business, and is needed in order to work with a...See Guillermo's full profile
I had my first session with Guillermo yesterday and I must say this man is the best tutor I have ever had for the subject I was having trouble with. I went to him for help in a investments analysis class that I was close to simply... read the full review - Ross, 9 lessons with Guillermo
I SPECIALIZE in preparing individuals and groups for FINRA financial exams (Series 3, Series 6, Series 7, Series 55, Series 63, Series 65, and Series 66) both in person and online. My goal is to help people prepare for their finra exams in... See Christopher's full profile
I SPECIALIZE in preparing individuals and groups for FINRA financial exams (Series 3, Series 6, Series 7, Series 55, Series 63, Series 65, and Series 66) both in person and online. My goal is to help people prepare for their finra exams in...See Christopher's full profile
There is truly no better tutor in the entire nation than Chris. He helped me pass the SIE, Series 7 & Series 66 ALL FIRST TRY with absolutely no background in finance and zero math skills. There is NO WAY I would have passed these... read the full review - Melanie, 14 lessons with Christopher
Hello! Thank you for taking the time to view my profile. I enjoy tutoring and helping students pass their exams. I help students pass their exams by identifying their learning style, identifying where they need to improve and breaking down... See Dana's full profile
Hello! Thank you for taking the time to view my profile. I enjoy tutoring and helping students pass their exams. I help students pass their exams by identifying their learning style, identifying where they need to improve and breaking down...See Dana's full profile
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
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
As it stands now I have taken and successfully passed the series 6, series 63, series 26, and series 65. I passed the 6, 63, & 26 all in the same year of 2018. And I passed the 6, 63, & 26 exams all in the same year. And I passed... See Isaiah's full profile
As it stands now I have taken and successfully passed the series 6, series 63, series 26, and series 65. I passed the 6, 63, & 26 all in the same year of 2018. And I passed the 6, 63, & 26 exams all in the same year. And I passed...See Isaiah's full profile
...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
...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
I passed my Series 65 test previously. I passed it on my first try. I can help others to pass their test. See Lisa's full profile
I passed my Series 65 test previously. I passed it on my first try. I can help others to pass their test.See Lisa's full profile
I'm an accredited investor in Silicon Valley and have passed the Series 65 exam. See Austin's full profile
I'm an accredited investor in Silicon Valley and have passed the Series 65 exam. See Austin's full profile
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