The Best Series 65 Tutors for Fremont, CA

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

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

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,...See Chris's full profile

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...See Jason's full profile

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

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 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'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

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

I hold an MBA with Finance emphasis and have comprehensive expertise across all Series 65 exam topics, including portfolio management, economics, fixed income, equities, derivatives, alternative investments, taxation, and ethics. I teach...See Vikas'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 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 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

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

...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

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

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 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

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

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

During my 30 year career in financial services, I maintained the series #65, "Uniform Investment Adviser Law Exam". I qualified for the series #65 by examination with the National Association of Security Dealers. I used this information/knowledge...See John's full profile

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

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