Ben K.
14 lessons
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New York, NY
I am an Ivy League graduate and scored 90% on the FINRA Series 63. I took the exam "before" I took my Series 7 to show future employers just how serious I was. I always tell my students that the 63 deserves the same respect...
I am an Ivy League graduate and scored 90% on the FINRA Series 63. I took the exam "before" I took my Series 7 to show future employers just how serious I was. I always tell my students that the 63 deserves the same respect...
New York, NY
I have trained and tutored people for over 10 years on the Series 63. I worked for two large financial firms for 13 years. The 63 is the state securities registration exam. I like to explain the differences between broker dealers and...
I have trained and tutored people for over 10 years on the Series 63. I worked for two large financial firms for 13 years. The 63 is the state securities registration exam. I like to explain the differences between broker dealers and...
I recently passed my Series 7 and I am happy to give a lot of the credit to Jason. Let me start off by saying he is worth every single penny. I previously used other tutors through Wyzant and a lot of them have preset presentation... - Sean, 3 lessons with Jason
Wayne, NJ
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...
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...
Jamie was a catalyst for my passing Series 7. His approach is non-nonsense, methodological, and effective. After failing my first attempt, I came to look for someone who could help me understand concepts like options, but Jamie ... - Shoko, 20 lessons with Jamie
Cos Cob, CT
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...
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...
Mark was an absolutely amazing tutor and I can't say enough great things, he helped me these last few months prepare and pass the Series 7, 63 and 65 exams!! I can honestly say that the amount I was able to learn and grasp through... - Alexandra, 32 lessons with Mark
Chester, NY
Bio I am a late-stage financial professional with decades of real-world experience in corporate finance and investments. Currently applying for an adjunct professor role with an online university, I bring both academic rigor and practical...
Bio I am a late-stage financial professional with decades of real-world experience in corporate finance and investments. Currently applying for an adjunct professor role with an online university, I bring both academic rigor and practical...
Id say I've had over ten meetings with Steven, and he is an incredibly knowledgeable yet down-to-earth professional. He has provided tremendous value professionally and personally, significantly impacting my course and career. Des... - Brian, 16 lessons with Steven
Yonkers, NY
Being specific to the Series 63 exam, I focus on state securities as this is the crux of the exam. This exam has very specific information and the questions are as well. I focus on helping the student not only learn the information, but how...
Being specific to the Series 63 exam, I focus on state securities as this is the crux of the exam. This exam has very specific information and the questions are as well. I focus on helping the student not only learn the information, but how...
Island Park, NY
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.
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.
Hartsdale, NY
I have successfully passed the Series 63 exam in July, 2013 and passed the renewal of my Series 6 and 63 licenses last fall. I am a licensed representative in New York State working for Primerica Financial.
I have successfully passed the Series 63 exam in July, 2013 and passed the renewal of my Series 6 and 63 licenses last fall. I am a licensed representative in New York State working for Primerica Financial.
Brooklyn, NY
I've been in the financial sector for 10 years working at Broker/Dealers in Foreign Exchange and Equities Electronic Trading in New York City. I have my Series 7, 63 and 57 licenses. I also have 10 years of practical...
I've been in the financial sector for 10 years working at Broker/Dealers in Foreign Exchange and Equities Electronic Trading in New York City. I have my Series 7, 63 and 57 licenses. I also have 10 years of practical...
I needed help for my Machine Learning and Big Data Seminar. I can only say that he has been the best tutor I have had before. He is extremely professional, always on time and really tries to help you with any questions or concerns... - Mike
New York, NY
My expertise and experience teaching and living the SIE 6 7 63 65 AND 66 is only matched by my brother who teaches on youtube for Capital Advantage. After 37 years on the NYSE floor as a trader and owner of 2 Broker Dealers I retired from...
My expertise and experience teaching and living the SIE 6 7 63 65 AND 66 is only matched by my brother who teaches on youtube for Capital Advantage. After 37 years on the NYSE floor as a trader and owner of 2 Broker Dealers I retired from...
New York, NY
I was a Wall Street advisor for 15+ years. I held a series 63. I currently tutor privately regarding series 63 prep.
I was a Wall Street advisor for 15+ years. I held a series 63. I currently tutor privately regarding series 63 prep.
Brooklyn, NY
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...
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...
New York, NY
After a lot of my own studying and figuring out the best way to go about such an exam, I have picked up many skills, tips and tricks that I have since used to help others with these examinations. The series 63, the Uniformed Securities...
After a lot of my own studying and figuring out the best way to go about such an exam, I have picked up many skills, tips and tricks that I have since used to help others with these examinations. The series 63, the Uniformed Securities...
Michael is a sharp Finance (for MBA in my case) instructor that teaches you more than the material itself but also teaches you a critical thinking and the big picture of the material. Also Michael uses the time very effectively du... - Lizi, 8 lessons with Michael
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...
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...
I worked with Rob last in 2023 and helped me pass my Series 7. Which is why I am working with him now through my Series 66. Rob engages you with real life applications. Cutting through all the miscellaneous fluff. Drilling down to... - Robert, 19 lessons with Rob
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...
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...
I took Series 63 exam and passed in 1 try. I have also passed Series 7 (with 92% score) and the state life and disability insurance exams. With these licenses I practice investment management, life insurance and estate planning with...
I took Series 63 exam and passed in 1 try. I have also passed Series 7 (with 92% score) and the state life and disability insurance exams. With these licenses I practice investment management, life insurance and estate planning with...
I wanted to share my experience with my tutor Bud L. I am in my final year of college and found myself in need of a tutor in my Managerial Finance class, which is a capstone course in my degree track. The sheer volume and technica... - Robert, 29 lessons with Bud
I passed the exam on my first attempt using my personal study method. I use the Kaplan material as a basis to create my own study material which is much more straightforward and acts as an excellent resource, especially when working on practice...
I passed the exam on my first attempt using my personal study method. I use the Kaplan material as a basis to create my own study material which is much more straightforward and acts as an excellent resource, especially when working on practice...
"Bret is an exceptional tutor who played an absolutely pivotal role in my success on the Series 66 exam. Over the past month, his guidance and expertise were instrumental in helping me not just understand, but truly dominate this ... - Alex, 17 lessons with Brett
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...
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...
The Series 63 Exam is required by the North American Securities Administrators Association (NASAA) and administered by FINRA. It qualified me for state registration as securities agents based on knowledge and understanding of state...
The Series 63 Exam is required by the North American Securities Administrators Association (NASAA) and administered by FINRA. It qualified me for state registration as securities agents based on knowledge and understanding of state...
-I hold all of the requirements necessary as a fully licensed Registered Securities Representative under FINRA, supported by my Series 79 - Investment Banking Representative, Series 63 - State Law, and Securities Industry Essentials (SIE)...
-I hold all of the requirements necessary as a fully licensed Registered Securities Representative under FINRA, supported by my Series 79 - Investment Banking Representative, Series 63 - State Law, and Securities Industry Essentials (SIE)...
Mason was the best tutor I could have asked for to study for the Series 79 (Investment Banking Examination). In the first minutes of our first session, he helped by crafting a personal plan that would end up making me pass on my f... - Maxime, 2 lessons with Mason
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...
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...
Carlyle's tutoring and preparation for the FINRA Series 24 exam are truly exceptional. I cannot praise his program enough for the invaluable assistance it provided me in achieving success in this challenging exam. What makes Ca... - George, 100 lessons with Carlyle
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...
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...
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
I currently have my series 7, 3, 4, 6, 8, 63, 65, 66, 53 licenses. I know what it takes to study and pass exams. I can share my tips and illustrations to help you remember and learn what is needed to pass. I have a BS in Finance from Quinnipiac...
I currently have my series 7, 3, 4, 6, 8, 63, 65, 66, 53 licenses. I know what it takes to study and pass exams. I can share my tips and illustrations to help you remember and learn what is needed to pass. I have a BS in Finance from Quinnipiac...
Karen has an amazing way of explaining ways in a simple way that allows me to break topics down bit by bit. We focused my first study session on a particular area that I have been struggling with. After the session and watching th... - Andy, 2 lessons with Karen
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...
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...
Karen S. was a pleasure to work with. She made me feel very comfortable and took her time when explaining how the calculation would work. She has a great personality, and very easy to talk to. I highly recommend her if you are in ... - April
Hal has tutored for more than 5 years on various platforms and is highly experienced having tutored for more than 7000 hours and has helped more than 1200 students. Hal is an expert in Series 7 and has tutored for more than 2400 hours and has...
Hal has tutored for more than 5 years on various platforms and is highly experienced having tutored for more than 7000 hours and has helped more than 1200 students. Hal is an expert in Series 7 and has tutored for more than 2400 hours and has...
I came to Hal 2 weeks before my Series 7 exam distressed and concerned I wasn't going to pass for the third time. Hal helped me pass the exam and feel confident taking the test! He was available at the times I needed help and was ... - Carolyn, 5 lessons with Hal
14 lessons
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4 lessons
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