The Best Series 63 Tutors in Houston, TX

Near Houston, TX

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

I have been an active and academic trader and wealth advisor for 14 years. I have 2 law degrees focusing on securities and investments. I have scored high on FINRA Series SIE, 6 (85%), 7 (92%), 31 (93%), 63 (87%), 65 (85%), and 66 (88%). I have FINRA score reports available upon request. See Brian's full profile

Series 63 exam tutor with two decades in finance

I specialize in Series 63 preparation, drawing on nearly twenty years in banking and investment advisory, current Series 7 and Series 66 with the SIE completed, and prior Series 63 licensure. I teach directly to the Uniform... See BRUNO'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 63. 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

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 have... See Arseny (Sunny)'s full profile

Series 63 Tutor | 10+ Years Teaching | 15 Years Industry Experience

I have trained and tutored people for over 10 years on the Series 63, supported by 15 years of experience at three of the world's largest financial firms. The 63 is the state securities registration exam. I like to begin by explaining... See Jason's full profile

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

Series SIE, 6, 63, 26, 24, 7, I currently hold all these series licenses. Series 6 - is a securities license entitling the holder to register as a company's representative. Series 63 - entitles the holder to solicit... See Karen's full profile

Sr level financial professional with 25 years of experience

Bank Private Wealth, Raymond James, BNY Mellon, and Evergreen Investments. I have successfully passed multiple FINRA licensing exams, including the Series 7, 24, 63, 65, and 66, and bring extensive expertise in equity, fixed income,... See Penny's full profile

series 63

I previously passed the Series 63 and have been teaching it for years. See Sebastian's full profile

Extensive knowledge on how to study for an pass the Series 63 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

Experienced Financial Executive with over 30 years experience.

I’ve held several positions where I assisted hundreds of employees pass not only the Series 6 but also the Series 63. My thorough understanding of both state and federal securities laws helps me to be a great resource for students.... See Mark's full profile

Smart, Real-World Teaching Approach, over 8 Yrs Tutoring FINRA Exams

I held the Series 65, 63 (66 covers the 65 and 63 now), 7, 24, and 4 during my 25 years in management roles in the investment industry with Fidelity, JP Morgan, and two multi-family offices. I have tutored for the FINRA exams,... See Ken's full profile

Passed all of my Finra exams on the first try. Series 3, 7, 24, 55 63

I passed the Series 7 with a score of 98%, the highest score ever recorded at that testing center at the time (1992) See Steven's full profile

Top 1% Tutor Simplifies Exam Prep for Series 63, 65, & 66, SIE, & CFP

If you'll need to take the 65 or 66, I can help you identify and master the material you'll see again. I have hundreds of hours of experience teaching the material covered by the Series 63, 65, and 66. I have an MS in Personal... See Cindy's full profile

Patient and Empathetic Business, Public Speaking, Series 6,7,65,66,

I was a Wall Street advisor for 15+ years. I held a series 63. I currently tutor privately regarding series 63 prep. See Michelle's full profile

Series 7, 6, 66, 63, SIE Expert

I am a CERTIFIED FINANCIAL PLANNER (CFP) professional and I currently hold several FINRA Series licenses including the FINRA SERIES 63. I have extensive experience working with students who are seeking to pass the exam. I will help you feel... See Garth's full profile

Series 63 tutor with 20+ years of experience

I have trained and tutored people for over 20 years on the Series 63. I am a partner of a stockbroker training institute. When training people for the Series 63, I emphasize that the wording of the questions can be extremely tricky... See Rueben's full profile

CFA, Applied Finance, Investments, Corporate, Banking, Bilingual

I have an MBA from Duke University, and I passed the Series 63 exam on January 3, 2015. See Juan's full profile

Passed Series 63 Exam in 2024

I passed my Series 63 in July 2024. I've helped 10 people pass as a internal tutor/coach at New York Life in 2024. See Shawn's full profile

GREAT PATIENCE & EXPERTISE in the FINRA EXAMINATIONS PREP

I am a bond specialist by profession and hold the Series 7 and the Series 66 registrations with FINRA. The Series 63 is the Uniform Securities Agent State Law exam. This exam is designed to qualify candidates as securities agent within the... See Carlyle's full profile

Experienced Tutor for Series 63 license

I am a retired Registered Principal, Series 24, with experience training 1500+ state and federal license seekers since 2019. Many applicants do not get much guidance from their sponsor firms and I can help you overcome that challenge as well as... See Jay's full profile

FINRA test expertise based on 30+ years in the industry

I have hands-on experience with the FINRA Series 63 material from applying it as part of my work and tutoring related subjects like Series 3, 4, 7, 9/10, 24, and 27. Connecting the material between the various tests is a great help to... See Rob's full profile

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

For candidates who need the Series 63 to start a job or complete a registration. The 63 is mostly state law and ethics, so we drill the definitions, registration rules and prohibited practices the exam leans on, using your practice exam... See Matthew's full profile

Experienced industry professional

I originally passed this exam on 05/01/1991. I have tutored for this license since 2019. See Hal's full profile

15 years as an instructor and private tutor for the Series 63

I have held the Series 63 license for more than 30 years. For the past 15 years I have been preparing individuals for the exam as an instructor at several leading financial training companies and as a private tutor. The materials I have... See Mark's full profile

I have tutored many in the Series 66, 63, 6, and 65 Securities Exam

I currently hold a Series 66 License which is a combination of a Series 63 and 65. I passed it two years ago and the study skills I teach are current. Most of the test is memorization and requires knowledge of state security laws and... See Jamie's full profile