The Best Series 63 Tutors in San Antonio, TX

I previously passed the Series 63 and have been teaching it for years.See Sebastian's full profile

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...See Carlyle's full profile

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...See Brett's full profile

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

I have an MBA from Duke University, and I passed the Series 63 exam on January 3, 2015. See Juan's full profile

If you'll need to take the 65 or 66, I can help you identify and master the material you'll see again. I have hundreds of hours of experience teaching the material covered by the Series 63, 65, and 66. I have an MS in Personal...See Cindy's full profile

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...See Jahlen's full profile

I originally passed this exam on 05/01/1991. I have tutored for this license since 2019.See Hal's full profile

I passed the Series 7 with a score of 98%, the highest score ever recorded at that testing center at the time (1992)See Steven's full profile

I have taken and passed the 7/65/63 and understand how daunting these exams can be. I also understand how hard FINRA tests are in general. They try to trick you. I have over 15 years of experience in financial services which includes working a...See Dana's full profile

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...See Garth's full profile

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...See Rueben's full profile

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...See Isaac's full profile

I have been an active and academic trader and wealth advisor for 14 years. I have 2 law degrees focusing on securities and investments. I have scored high on FINRA Series SIE, 6 (85%), 7 (92%), 31 (93%), 63 (87%), 65 (85%), and 66 (88%). I have...See Brian's full profile

I have extensive experience in capital markets, including; fixed income, equities, annuities and tax free and tax deferred investments. Will tutor students looking to pass FINRA Series 7, 63 and 65 exams. See Jack's full profile

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...See Jason's full profile

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...See Mark's full profile

I've passed the Series 7 & Series 63 before. Plus I was an investment banker and financial advisor for nearly 10 years.See Kevin's full profile

-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)...See Mason's full profile

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...See Karen's full profile

I am a retired Registered Principal, Series 24, with experience training 1500+ state and federal license seekers since 2019. Many applicants do not get much guidance from their sponsor firms and I can help you overcome that challenge as well as...See Jay's full profile

I am a retired principal and compliance officer for 3 different New York Stock Exchange BDs and was simultaneously an NYSE Member( Equity Floor Trader) for 35 plus years. I have passed and still hold the series 7 14( compliance) 63 ( blue...See Michael's full profile

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

I held the Series 65, 63 (66 covers the 65 and 63 now), 7, 24, and 4 during my 25 years in management roles in the investment industry with Fidelity, JP Morgan, and two multi-family offices. I have tutored for the FINRA exams,...See Ken's full profile

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...See Bud's full profile