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I passed the 65 in 2023. I've aced my 7, 63, 65, and 55 on my first try and I have seven years of experience in the financial industry plus independent study and I received an Honors degree in Economics.
I passed the 65 in 2023. I've aced my 7, 63, 65, and 55 on my first try and I have seven years of experience in the financial industry plus independent study and I received an Honors degree in Economics.
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...
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...
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 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,...
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
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.
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
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
Hello! Thank you for taking the time to view my profile. I enjoy helping students pass their exams. I can help you pass your exam by identifying your learning style, identifying areas that you need to improve, and simplifying complex...
Hello! Thank you for taking the time to view my profile. I enjoy helping students pass their exams. I can help you pass your exam by identifying your learning style, identifying areas that you need to improve, and simplifying complex...
Dana has helped me successful pass the SIE, Series 7, and Series 63 exams. The Series 7 Exam was one of the hardest exams I’ve ever taken and took me multiple attempts. Dana helped calm my nerves and helped me focus on achieving a... - Mary, 26 lessons with Dana
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 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 have previously passed the Series 65, 7, 63, 86 & 87.
I have previously passed the Series 65, 7, 63, 86 & 87.
Sebastian was nothing short of a game changer for me. He was the 4th Tutor I have used over my testing journey and the others did not even compare. Sebastian breaks down test taking techniques to make them simple, helps you unders... - Sean, 8 lessons with Sebastian
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 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
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
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 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'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 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
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.
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.
I found Kevin while preparing to take the series 7 for my third time. I had previously taken the Kaplan course and I can easily say Kevin’s tools and explanations were far more thorough in achieving a better understanding of conce... - Laura, 17 lessons with Kevin
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...
Ok so I won't go into my whole history with studying for and ultimately passing the CFP exam, but essentially, I took it the first time and did not pass, and then I decided to hire Cindy to study with my second time around, and I ... - Peter, 21 lessons with Cindy
I have the following active licenses: series 6, 7, 65, 66, 3, 4, 24, 8 and 53. I am currently working in the securities industry. I have tutored for the SIE and new Top Off series 6 and 7 exams as well as the 63, 65 and 66. I also...
I have the following active licenses: series 6, 7, 65, 66, 3, 4, 24, 8 and 53. I am currently working in the securities industry. I have tutored for the SIE and new Top Off series 6 and 7 exams as well as the 63, 65 and 66. I also...
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
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 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
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...
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...
This was my " Third Attempt” and I was almost ready to give up. I had studied 3 times more than was required to pass the series 65 and I still had 2 previous failed attempts. At this point, I felt that I was very good at recog... - Joshua, 9 lessons with Mark
Having passed and taught the Series 66 exam which encompasses the Series 65, I have the knowledge, strategies, and coaching skills to get you a pass on your first attempt. As an active industry professional, I will show you how to apply...
Having passed and taught the Series 66 exam which encompasses the Series 65, I have the knowledge, strategies, and coaching skills to get you a pass on your first attempt. As an active industry professional, I will show you how to apply...
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...
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
The Series 65 is a test of the financial representative's ability to understand various investment tools such as Stocks, Mutual Funds and Variable insurance products like Annuities and the license to ONLY give advise NOT TO SELL....
The Series 65 is a test of the financial representative's ability to understand various investment tools such as Stocks, Mutual Funds and Variable insurance products like Annuities and the license to ONLY give advise NOT TO SELL....
I passed my Series 65 test previously. I passed it on my first try. I can help others to pass their test.
I passed my Series 65 test previously. I passed it on my first try. I can help others to pass their test.
...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....
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