The Best Series 65 Tutors in New York City, NY

Near New York City, NY

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 CFA exam and led learning and development courses on capital markets at... See Mark's full profile

Near New York City, NY

Financial Advisor, CFP(R) Certified Financial Planner

I have passed this NASAA examination. I also have roughly 40 hours of tutoring for the Series 66. The Series 66 is considered a blend of the Series 63 and Series 65 examinations. See Jorge's full profile

Near New York City, NY

Series 65 samurai! Let’s make this fun! You’ve got this!

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

Near New York City, NY

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 of investments for the client and financial analysis metrics. Each needs... See Jamie's full profile

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... See Guillermo's full profile

Results Oriented SIE/Series 7/6/63/65/66, Bar Exam and Law School

Hello! Thank you for taking the time to view my profile. I enjoy tutoring and helping students pass their exams. I help students pass their exams by identifying their learning style, identifying where they need to improve and breaking down... See Dana's full profile

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... See Garth's full profile

Financial Advisor and Recent Series 65 Test Taker

I have successfully taken and passed the Series 65 examination. Along with recently passing this exam, I also have real-world experience in the financial services industry. My experience will allow me to incorporate real-world examples into... See Vincent's full profile

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... See Nikola's full profile

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... See Chris's full profile

FINRA Master

Hello, I'm Bailey! I graduated Magna Cum Laude with a Bachelor's degree in Business Administration and am working toward a master's in Finance and Economics. I have worked in Financial Services for many years and now work as an Accountant/Analyst... See Bailey's full profile

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. See Kevin's full profile

SIE, Series 6, 7, 63, 65, 66 Tutor--20+ years Wall St Experience

I SPECIALIZE in preparing individuals and groups for FINRA financial exams (Series 3, Series 6, Series 7, Series 55, Series 63, Series 65, and Series 66) both in person and online. My goal is to help people prepare for their finra exams in... See Christopher's full profile

Securities FINRA Exam SIE, Top Off 6 and 7, Series 66,65, 3, 4 and 53

I have the following active licenses: series 6, 7, 65, 66, 3, 4, 24, 8 and 53. I have tutored for the SIE and new Top Off series 6 and 7 exams. I know what it takes to study and pass an exam. I am currently working in the... See Karen's full profile

Experience Professional Exam Tutor: Finance: Series # 65

Qualifications For Series 65 Over 20 years’ experience as a Financial Advisor at Morgan Stanley and AIG Passed at first attempt: Series 7, 63, 65 and 57 Successful tutor for students at: Morgan Stanley, Merry Lynch, and... See Mark's full profile

Registered Financial Advisor Series 65 Coach

As a Registered Financial Advisor, I've had to take the Series 65 license exam and hope to coach others and/or help them understand the knowledge and understanding of the Investment Advisers Law Exam. If you need help with your... See Jose's full profile

Experienced Industry Professional

Hal has tutored for more than 4 years on various platforms and is highly experienced having tutored for more than 4450.0 hours and has helped more than 570 students. Hal is an expert in Series 7 and has tutored for more than 1300.0 hours and has... See Hal's full profile

Series 65

I am a licensed financial professional with Series 7, Series 63, and WA, CA life insurance and variable annuities licenses. I have a MBA in Finance / International Business from New York University and more than 25 years experience in corporate... See Bud's full profile

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. See Carlyle's full profile

Managing Director

...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

Series 65 holder since 1999.

I have a B.S. in finance with current Series 65 and past lapsed Series 7, 63 and 24 securities licenses. See William's full profile

Accredited Investor

I'm an accredited investor in Silicon Valley and have passed the Series 65 exam. See Austin's full profile

I passed my Series 65 test previously.

I passed my Series 65 test previously. I passed it on my first try. I can help others to pass their test. See Lisa's full profile

Series Exam & CFA Killer

From there, I went on to earn my degree in Finance with honors. After college, I earned my Series 7, Series 3, Series 63, Series 65, Life Insurance License, Health Insurance License, and became a Certified Financial Planner (CFP®). The... See Joe's full profile

SERIES #63 FINRA EXAMS TUTOR

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... See John's full profile