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The Best Series 65 Tutors in Illinois
Find the best local Series 65 tutor in IL
Wilmette, IL
FINRA exams made easy.
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...
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...
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... - Jane, 24 lessons with John
Saint Louis, MO
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.
Here are even more great Series 65 tutors who offer online lessons.
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...
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...
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...
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 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 with 5+ years of experience
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...
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...
Nikola helped me pass my series 65. The few sessions I had with him helped restructure my entire approach to the test. His ingenuity and creative approach to my specific situation was exactly what I needed to help me pass. Thank y... - BRETT, 7 lessons with Nikola
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...
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,...
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
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 Licensed Analyst & Former High Net Worth Advisor
I hold the Series 65 license along with Series 7, 63, 86, and 87, and I passed CFA Level 1. Before my career in equity research and investor relations, I spent over two years as a FINRA examiner, where I evaluated client portfolios for...
I hold the Series 65 license along with Series 7, 63, 86, and 87, and I passed CFA Level 1. Before my career in equity research and investor relations, I spent over two years as a FINRA examiner, where I evaluated client portfolios for...
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
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
Illinois Series 65 Tutors Cost $45 - 90 per hour on average
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Series 65 Tutors in Illinois
On Wyzant, Series 65 tutors in Illinois, including options in Chicago and Evanston, offer personalized, one-on-one instruction to help professionals pass the Series 65 exam. These tutors provide tailored help with portfolio management concepts, regulations, and test strategies, both in-person and online. Rates range from affordable community schedule options up to high-rated, expert lessons.
Series 65 students work to understand financial topics, investment advisory practices, and regulations while preparing for licensing exams. Personalized instruction helps each student build confidence, stay on track, and master concepts at a manageable pace. Wyzant’s tutoring options support learners above all levels and schedules.
Wyzant connects students with expert tutors to foster confidence, mastery, and positive focus in finance exam prep. With options for flexible sessions, students can access high-quality guidance that fits their learning style and goals. Personalized help makes studying more effective and engaging.
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