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The Best Series 65 Tutors in New York
Find the best local Series 65 tutor in NY
New York, 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...
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
Chester, NY
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
New York, 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...
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
Greenwich, CT
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
Cos Cob, CT
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
Wayne, NJ
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
Here are even more great Series 65 tutors who offer online lessons.
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
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
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...
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
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
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
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
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....
...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....
Top 1% Tutor Simplifies Exam Prep for Series 65
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 learning hacks backed by neuroscience...
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 learning hacks backed by neuroscience...
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
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...
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.
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
Pass the Series 65: Ex FINRA Examiner, Held 7, 63, 65, 86 and 87
I spent over two years as a FINRA examiner reviewing investment advisers for the same suitability and compliance standards the Series 65 tests, have held the 7, 63, 65, 86 and 87, passed CFA Level I, and hold an MBA in Quantitative Finance...
I spent over two years as a FINRA examiner reviewing investment advisers for the same suitability and compliance standards the Series 65 tests, have held the 7, 63, 65, 86 and 87, passed CFA Level I, and hold an MBA in Quantitative Finance...
I started finance knowing nothing and finished with an A. Matt spent hours with me, made tons of custom practice questions and study guides, and explained everything until it made sense. Highly recommend! - Natalie, 9 lessons with Matthew
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
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...
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...
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
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
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,...
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...
Trusted with over 6 million hours of lessons since 2005
New York Series 65 Tutors Cost $45 - 90 per hour on average
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Series 65 Tutors in New York
On Wyzant, Series 65 tutors in New York provide personalized, one-on-one preparation for the Uniform Investment Adviser Law Examination. With experienced instructors, students can access flexible in-person or online lessons tailored to meet their specific test goals.
The Series 65 exam helps individuals become registered investment advisers. Preparing for it involves mastering regulatory standards, investment strategies, ethics, and testing techniques. Personalized tutoring helps students pass confidently and efficiently.
Wyzant connects learners with expert tutors who guide them through key exam topics, practice questions, and test-taking strategies. Affordable, flexible sessions make building investment advising skills practical and accessible.
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