The Best Series 65 Tutors in New York City, NY

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

New York City, NY

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 adviser representatives. I use customized materials to review and prepare... See Jason's full profile

New York City, NY

Registered Investment Adviser With Series 65 license for over 15 years

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 approach to students. See Jack's full profile

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

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

Finance & Accounting Tutor | Series 63, 65, SIE Certified

I currently work with Varsity Tutors, where I help students build strong foundational skills and improve their academic performance. I’ve also passed the SIE, Series 63, and Series 65 exams, deepening my understanding of investment principles and financial regulations. My approach combines practical examples... See John's full profile

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... See Juan's full profile

Your Series 65 friend in need!!!!

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

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... See Cindy'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

Series 65 Tutor | Michigan MBA | Pass with Confidence

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

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

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... See Isaac's full profile

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. See Hal'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

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,... See Steven's full profile

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... See Karen's full profile

Series 7/6/63/65/66 Tutor Attorney/Former Financial Advisor

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.... See Dana's full profile

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... See Brian'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

Series 65 Tutor with Extensive Experience Preparing Students for Succe

With years of dedicated experience preparing students for the Series 65 exam, I have developed a deep understanding of the nuances and complexities associated with this critical qualification. My approach combines tailored tutoring... See Spencer's full profile

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... See Jay'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

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... See John's full profile

Patient, smart, affordable tutor who speaks in real world terms

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