The Best Series 65 Tutors in San Antonio, TX

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

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...See Jamie's full profile

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

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

I am a Series 65-qualified financial advisor with real-world experience explaining investments, fiduciary standards, retirement planning, and client recommendations. I also have years of adult teaching and corporate training experience in...See Michael's full profile

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...See Jack's full profile

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

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

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...See Mark's full profile

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

I have previously passed the Series 65, 7, 63, 86 & 87.See Sebastian's full profile

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

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

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

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

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

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

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...See Jason's full profile

I have experience as an online instructor creating about 150 practice questions for the Series 65 exam, which are published on a popular education website. I can help students prep for the Series 65 exam, specifically with the...See Kristen's full profile

I'm an accredited investor in Silicon Valley and have passed the Series 65 exam. See Austin's full profile

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

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

...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

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

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...See Bud's full profile