The Best Series 65 Tutors in Dallas, TX

Dallas, TX

Finance & Accounting Tutor | Series 63, 65, SIE Certified

I currently work with Varsity Tutors, where I help students build strong foundational skills and improve their academic performance. I’ve also passed the SIE, Series 63, and Series 65 exams, deepening my understanding of investment principles and financial regulations. My approach combines practical examples... See John's full profile

Near Dallas, TX

Series 65 Tutor | Regulations, Suitability & Ethics Mastery

The Series 65 is advisory-focused and heavily weighted toward regulations, suitability, ethics, and portfolio concepts. Many candidates underestimate how nuanced the fiduciary and client recommendation questions can be. Our work centers on: Investment Advisers Act of 1940 and state registration rules Fiduciary... See Peter's full profile

Series 7/6/63/65/66 Tutor Attorney/Former Financial Advisor

I have taken and passed the 7/65/63 and understand how daunting these exams can be. My experience includes, over 15 years of experience in financial services which includes working a financial adviser and as a corporate and securities attorney.... See Dana's full profile

Your Series 65 friend in need!!!!

I have saved dozens of jobs and careers for folks that had to pass their 65 on their last attempt-even some where they had a stroke and doctors and them never believed that they could pass the exam. I aced my 7, 63, 65, and 55 on my first try and... See Arseny (Sunny)'s full profile

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... See Jack's full profile

Series 3, 6, 7, 63, 65, 66, 79 Expert w/ 25+ Years Experience

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

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

Senior Wealth Strategy Associate - Series 65 - Tutor

I have over 10 years of experience training and tutoring individuals for the Series exams. My background includes working for two major financial firms for 13 years and tutoring for the Series 65. The Series 65 is intended to qualify... See Jason's full profile

Experienced business Instructor writing Series 65 practice quizzes

I have experience as an online instructor creating about 150 practice questions for the Series 65 exam, which are published on a popular education website. I can help students prep for the Series 65 exam, specifically with the... See Kristen'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

Top 1% Tutor Simplifies Exam Prep for Series 65

Drop in for office hours tonight! 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... See Cindy'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

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

Talented Series 65 Tutor with more than 30 years experience!

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

IAR / Development Manager at New York Life Insurance and Finance Co

I'm employed with Broker Dealer where I am the Director of Development. I'm also registered as an IAR. In addition, I have my MBA, LUTCF, CLU, and ChFC. The Series 65 exam — the NASAA Investment Advisers Law Examination — is... See Karen's full profile

Series 65 Tutor for Future Financial Advisors

I am a Series 65-qualified financial advisor with real-world experience explaining investments, fiduciary standards, retirement planning, and client recommendations. I also have years of adult teaching and corporate training experience in... See Michael'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

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

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

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

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

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

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

SERIES #63 FINRA EXAMS TUTOR

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

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