Aaron R.
79 lessons












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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)

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

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

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

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...
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...
Jack was absolutely instrumental in helping me pass the Series 65. I had failed it 3 times previously, and was devastated to have to take the test again. I am a marketing professional at a financial firm and have no finance backgr... - Suji, 11 lessons with Jack

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...
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...
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

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

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....
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....
Dana is a very nice lady who knows how to break down, explain and discuss whatever topics you need a better understanding of. She is very easy to talk to and was an awesome help for talking through Series 65 study material that I ... - Nick

I'm an accredited investor in Silicon Valley and have passed the Series 65 exam.
I'm an accredited investor in Silicon Valley and have passed the Series 65 exam.

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 Issac 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

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...

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

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

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...
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...

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

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

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...
Karen was the reason I passed the Series 66! To say I was stressed about taking the exam is an understatement. Karen was patient and reassuring. She gave me great study tips and helped me understanding that going slow and reading ... - Anonymous, 2 lessons with Karen

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...

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...
Mark did a great job communicating and explained concepts about the series 65 very well. Would recommend to anyone taking the test. - Matthew

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

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...
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...
Kristen is very patient with me and anything I ask about in this test she always locates quickly. She also sends me the links so I can study as well. I would recommend her to anyone that needs help studying for the Praxis teaching... - April, 6 lessons with Kristen

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

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...
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...
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

...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....
...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....

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...
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...
Ken is an amazing tutor and his lessons helped me pass my Series 7, Series 65, and Series 63. With his extensive experience in the industry, he brings valuable insight and delivers high-level explanations for complex test topics. ... - Sifa, 17 lessons with Ken
79 lessons
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11 lessons
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Learning about the Series 65 exam simplifies for aspiring financial professionals with personalized tutoring in Las Vegas, NV. Expert instructors lead focused lessons on investment strategies, regulations, and disclosure requirements, helping prepare students for the exam. Whether studying online or locally,_Wyzant connects learners with skilled tutors for targeted support.
Series 65 instructors on Wyzant provide customized coaching that covers complex topics such as investment advisory practices, ethical standards, and state regulations. Tutors adapt lessons to fit individual schedules and learning styles, creating a flexible and supportive learning environment. Through practice exams, real-world scenarios, and step-by-step explanations, students gain confidence and mastery.
Wyzant helps learners succeed with expert tutoring that encourages growth and practical knowledge. Personalized sessions, flexible scheduling, and one-on-one guidance form a strong foundation for passing the Series 65 and advancing in finance careers.
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