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The Best Series 65 Tutors in Florida
Find the best local Series 65 tutor in FL
Lithia, FL
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.
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.
Today I was able to pass the series 65. I honestly could not have passed the test without Kevin’s help. He helped me break down the legal part of the exam to help me understand it. Kevin in a great teacher and a huge asset in p... - Steve, 13 lessons with Kevin
Winter Park, FL
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...
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...
G has been a huge help! He definitely helped me on some of the subject matter I was not grasping. After working with him for several months, I passed the exam on the first try! I’d highly recommend letting him be your tutor for he... - Eric, 19 lessons with Guillermo
Here are even more great Series 65 tutors who offer online lessons.
Passed Exam on March 13
I passed the exam on March 13, 2025 and previously passed the Series 66 10 years.
I passed the exam on March 13, 2025 and previously passed the Series 66 10 years.
CFA Charterholder with Series 65 & Investment Industry Experience
I am a CFA Charterholder and Series 65 license holder with professional experience in investment analysis, portfolio management, and venture capital. I have worked in finance-related roles involving valuation analysis, financial planning,...
I am a CFA Charterholder and Series 65 license holder with professional experience in investment analysis, portfolio management, and venture capital. I have worked in finance-related roles involving valuation analysis, financial planning,...
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...
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...
It was paramount that I had to pass my Series 65 before the end of the year and the test itself was a piece of cake because of Sunny! I was struggling with some of the most confusing parts of the exam, especially registration of ... - Thomas, 26 lessons with Arseny (Sunny)
Series 65 Investment Adviser Rep and Graduate Finance Tutor
I passed the Series 65 in 2017 and again in 2022 and I am registered as an Investment Adviser Representative in Virginia. I lead TitanRex, where the fiduciary, regulatory, investment, and portfolio standards tested on the exam are part of...
I passed the Series 65 in 2017 and again in 2022 and I am registered as an Investment Adviser Representative in Virginia. I lead TitanRex, where the fiduciary, regulatory, investment, and portfolio standards tested on the exam are part of...
Series 65 samurai! Let’s make this fun! You’ve got this!
I have previously passed the Series 65, 7, 63, 86 & 87.
I have previously passed the Series 65, 7, 63, 86 & 87.
Sebastian has great energy and is committed to helping to pass! I really appreciated his patience and thorough explanations for my Series 65. I look forward to more sessions together. - Sabrina
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.
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.
Working with Bruno for my Series 66 prep was a great experience. Even though the sessions were virtual, they felt very personal and interactive. He has a way of explaining difficult topics that just makes them click, and he was al... - Adam, 4 lessons with BRUNO
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...
...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...
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...
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...
Cindy prepared me for the Series 65. She is very knowledgeable and came prepared for the session to teach. Cindy had an outline full of questions that assisted in my studying for the exam. I would recommend her to anyone looki... - Wesley, 5 lessons with Cindy
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...
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...
I started studying for the Series 7 in August of ’25 using Kaplan. Five months, two failed attempts, and nearly $1,000 in exam fees later, I realized the way I was studying just wasn’t working. I googled “Series 7 tutor” and came ... - Hayden, 5 lessons with Jason
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...
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...
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
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...
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...
I had the privilege of working with Isaac as my tutor for the Series 65 exam, and I can confidently say he exceeded all expectations. His depth of knowledge is outstanding, and he has a gift for breaking down complex concepts into... - Tony, 9 lessons with Isaac
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...
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...
Karen is awesome at explaining concepts in an easy to remember way. She used acronyms, diagrams, and practice problems to help me understand the various areas of time value in the Series 65. She is also very patient with you durin... - Shanda, 4 lessons with Karen
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.
I originally passed this license on 01/10/2001. I retook and passed again in 2019 and have tutored for it since that time.
Hal helped me study for the Series 65 a couple weeks before my exam. I came with a specific list of topics that I wanted to cover and got a great understanding of each one by the time I left. It is very evident that he has worked ... - Sarah, 2 lessons with Hal
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...
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...
I just passed my Series 65, and I truly can’t thank Mark enough for all of his help! He was always quick to answer my texts, and very accommodating when it came to scheduling lessons. He took the time to answer every question thor... - Daniella, 7 lessons with Mark
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...
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...
Chris is a great tutor that takes time to make sure you understand the topic. He was incredibly patience with any questions I had, while being realistic of what would be asked on the exam. I recommend him to anyone in need of help... - Ada, 17 lessons with Chris
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,...
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,...
He was able to help put the material into examples I could understand better. Very helpful and extremely knowledgeable! Highly recommend! He is really helpful! - Yadira
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...
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...
I came in to my sessions with Karen with a gameplan and a ton of questions, because I wanted to utilize my time with her. We tested on subjects I was weak on and answered every one of my questions in ways I could really understand... - Zane, 11 lessons with Karen
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...
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...
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...
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...
I highly recommend Mark to anyone preparing for the Series 65 exam. After not passing on my first attempt, I worked with him to identify my weak areas, improve my understanding of the material, and develop a much better test-takin... - Levi, 12 lessons with Mark
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...
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...
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.
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.
Series 65 exam. Got to the important points quickly in a way that was easy to understand. I got more out of my hours with him than I would have from reading the entire training book. Highly recommend!!! - Jennifer, 3 lessons with Carlyle
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...
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...
I fell upon Jamie in series 65 distress, lost in information to which I was not retaining. As Jamie puts it, "I hit a road block." I won't disclose Jamie's techniques, but I will say trust him. Jamie will build your confidence, he... - Brandon, 3 lessons with Jamie
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...
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...
Jay was great! Super knowledgeable on the subject. Was able to ‘jump right in’ to the sections giving me the most difficulty. She is able to explain the concepts in a much more understandable way than just reading alone. She’s he... - Angela
Trusted with over 6 million hours of lessons since 2005
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Series 65 Tutors in Florida
Series 65 tutors in Florida, including Orlando, Miami, and Tampa, are available for in-person and remote study sessions. Wyzant connects students with experienced instructors who offer personalized support for exam prep and investment strategy understanding.
The Series 65 exam is a comprehensive test that prepares learners to become licensed investment adviser representatives. It covers topics such as regulations, ethics, investment strategies, and portfolio management. Learners can access tailored lessons that fit their schedule and study style.
Wyzant helps students succeed by providing access to qualified tutors who guide exam preparation with expert instruction, flexible scheduling, and focused practice. This support makes mastering complex topics approachable and builds confidence for investment licensing.
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