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The Best Series 63 Tutors in San Diego, CA

Find the best local Series 63 tutor in San Diego

Jose A.

65/hour

Registered Financial Advisor Series 63 Coach

5.0 (119)

202 hours tutoring

As a Registered Financial Advisor, I've had to take the Series 63 license exam and hope to coach others and/or help them understand the knowledge and understanding of state law and regulations. This exam is very important as it is...See Jose's full profile

Honest patient knowledgeable friendly

My experience with Jose was great. I was freaking out about my series 6 test and he helped me see why it was giving me issues ! He took his time and explained everything to me ! He helped me calm my nerves and just spoke me back t... read the full review - Rabiena, 2 lessons with Jose

Bud L.

116/hour

Series 63

4.8 (200)

753 hours tutoring

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

Very Knowledgeable Tutor!

Bud was able to walk me through everything and answer all of the questions that I had! I am very happy with the lesson and would recommend him to anyone needing help in finance!... read the full review - Anna

Lindsay N.

80/hour

Licensed Series 63 Professional

5.0 (2)

4 hours tutoring

I currently hold this license and have since 2019. I currently coach students daily on how to pass this exam, how to study the material effectively, and hold them accountable in their process.See Lindsay's full profile

Chris M.

120/hour

Series 63 Uniform Securities State Law Exam Tutor

4.9 (110)

590 hours tutoring

I have trained multiple students in the Series 63 over the course of four years teaching in a corporate classroom as well as one on one. I have studied for and taken the Series 63 with a successful passing score of 87% on the first...See Chris's full profile

Jamie B.

100/hour

I have tutored many in the Series 66, 63, 6, and 65 Securities Exam

4.9 (965)

3,370 hours tutoring

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...See Jamie's full profile

Goes above expectations for Series 7!

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 ... read the full review - Shoko, 20 lessons with Jamie

Dana M.

70/hour

Series 7/6/63/65/66 Tutor Attorney/Former Financial Advisor

4.9 (253)

967 hours tutoring

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

Michelle H.

150/hour

Patient and Empathetic Business, Public Speaking, Series 6,7,65,66,

4.7 (55)

322 hours tutoring

I was a Wall Street advisor for 15+ years. I held a series 63. I currently tutor privately regarding series 63 prep. See Michelle's full profile

Christopher G.

125/hour

SIE, Series 6, 7, 63, 65, 66 Tutor--20+ years Wall St Experience

5.0 (1209)

4,464 hours tutoring

... I SPECIALIZE in preparing individuals and groups for FINRA financial exams (Series 3, Series 6, Series 7, Series 55, Series 63, Series 65, and Series 66) both in person and online. My goal is to help people prepare for their finra exams in the ...See Christopher's full profile

You won't miss with Chris ---- miracle worker.

There is truly no better tutor in the entire nation than Chris. He helped me pass the SIE, Series 7 & Series 66 ALL FIRST TRY with absolutely no background in finance and zero math skills. There is NO WAY I would have passed these... read the full review - Melanie, 14 lessons with Christopher

Carlyle W.

125/hour

GREAT PATIENCE and EXPERTISE in Exam Prep

4.9 (528)

2,732 hours tutoring

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

Great Tutor for FINRA Exams

I want to take a minute and recognize Carlyle W. Actually, I want to thank him. He has been tutoring me for my Series 7 exam. He also tutored me for the Series 63, as well as the Series 65. As you can imagine I was very nervous to... read the full review - Caroline, 91 lessons with Carlyle

Rob P.

80/hour

FINRA test expertise based on 30+ years in the industry

5.0 (338)

952 hours tutoring

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...See Rob's full profile

Very helpful with tremendous core knowledge

Rob is excellent at providing well constructed explanations of subject matter that I found overwhelming. He has provided clarity and increased my confidence level for passing an upcoming exam.... read the full review - Virginia, 13 lessons with Rob

Karen H.

75/hour

Securities Exam series 63. Visual learner/tutor for recall.

5.0 (2689)

5,796 hours tutoring

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...See Karen's full profile

Best Decision Ever!

I found myself struggling on a few key topics in Series 7 and Karen was able to paint a picture and make everything clear to me. She broke everything down piece by piece and gave me a few new memorization tools. Next up for me is ... read the full review - Krisi, 4 lessons with Karen

Steven M.

75/hour

Finance Tutor - Ivy League MBA, Wall Street Trader and Small Biz Owner

5.0 (25)

138 hours tutoring

I'm a Yale MBA ('92) and former Wall Street trader and portfolio manager. At Yale, I was a teaching assistant for Corporate Finance and Statistics for a world famous Finance professor. I now run a small business, and I love teaching students....See Steven's full profile

Mark P.

75/hour

10 years as an instructor and private tutor for the Series 63

5.0 (498)

1,591 hours tutoring

Over more than 30 years in the financial services industry I have held the Series 63 license. For the past 10 years I have been preparing individuals for the exam as an instructor at several leading financial training companies and as a...See Mark's full profile

Mark is the Best of the Best

I found Mark a few weeks prior to taking the Series 7. He helped me hone in on the sections I was struggling with like munis, suitability and options. I know for a fact that I would not have passed without his wealth of knowledge ... read the full review - Jordyn, 17 lessons with Mark

Rueben M.

175/hour

Series 63 tutor with 20+ years of experience

5.0 (49)

423 hours tutoring

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

Jorge R.

99/hour

Financial Advisor, CFP(R) Certified Financial Planner

4.8 (23)

51 hours tutoring

Response Time: 13 minutes

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.See Jorge's full profile

Juan M.

299/hour

Applied Finance! Personalized, Patient, and Perseverant! Bilingual!

5.0 (399)

2,093 hours tutoring

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

Garth S.

150/hour

Series 7, 6, 66, 63, SIE Expert

5.0 (289)

912 hours tutoring

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

S7 Tutoring

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... read the full review - Adrian, 3 lessons with Garth

Nikola D.

60/hour

Financial Industry Professional with 5+ years of experience

5.0 (97)

236 hours tutoring

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...See Nikola's full profile

Hal B.

75/hour

Experienced Industry Professional

5.0 (29)

111 hours tutoring

Hal has tutored for more than 4 years on various platforms and is highly experienced having tutored for more than 4450.0 hours and has helped more than 570 students. Hal is an expert in Series 7 and has tutored for more than 1300.0 hours and has...See Hal's full profile

Kevin S.

79/hour

Series 7, 63, 65, 66, 3, 79 Expert w/ 20+ Years Experience

5.0 (1683)

8,051 hours tutoring

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

Kevin helped me achieve my passing score!

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... read the full review - Laura, 17 lessons with Kevin

Paul J.

80/hour

FINRA Registered Representative

0 hours tutoring

On 05/05/2006 I completed my FINRA's Uniform Combined State Law Examination the Series 66. The Series 66 is actually the Series 63 and 65 combined. Which allows one to sell securities in multiple states. I'm also...See Paul's full profile

Jahlen W.

60/hour

Registered Principal and Agent with 2+ years of tutoring experience.

5 hours tutoring

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

Vincent P.

80/hour

Financial Advisor & Recent Series 63 Test Taker

5.0 (15)

28 hours tutoring

I have successfully taken and passed the Series 63 examination. Along with recently passing this exam on my first attempt, I also have real-world experience in the financial services industry. My experience will allow me to incorporate...See Vincent's full profile

awesome teacher, very patient

Vincent is extremely helpful when it comes to complex topics on the SIE. He tailored a practice exam on the material that I struggled with and I walked out of our lesson feeling much more confident. He explains everything well but... read the full review - Ashley, 2 lessons with Vincent

Guillermo N.

150/hour

Stanford Grad Economics, Math, and Writing Tutor

5.0 (1355)

4,208 hours tutoring

I received both my Series 7 and Series 63 at approximately the same time when I entered the investment industry, in 1984. I have worked exclusively in that industry since that time, both on the retail side of the business (working with...See Guillermo's full profile

HIGHLY recommended

I had my first session with Guillermo yesterday and I must say this man is the best tutor I have ever had for the subject I was having trouble with. I went to him for help in a investments analysis class that I was close to simply... read the full review - Ross, 9 lessons with Guillermo

Theodore C.

65/hour

Relaxed and Friendly Math Tutor

1.0 (1)

3 hours tutoring

I am a certified VT Teacher of Mathematics. I studied Math at Cornell and have been teaching middle and high school for ten years. I have been tutoring for over twenty years and truly enjoy working with students. I live in Morristown and I am...See Theodore's full profile

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Ben K.

14 lessons

Similar to the 7, he recommended STC, but I had already previously purchased the Kaplan book and program. I finished that, and at the same time, we’d watch videos, complete questions together and he’d highlight key areas for me to remember on STC’s program. I think his strategy of writing down the except, true, false, etc. really helped me to know exactly what the question was asking especially when they ask the double negatives. Overall a great teacher and I’d highly recommend him!

James M.

7 lessons

I Passed the series 63 Thanks to all of Ed’s help. He’s awesome. I’d recommend highly to any struggling students taking Finra exams. He’s patient and highly skilled.

Angela D.

1 lesson

He's so patient, funny and extremely thorough. Carlyle knew how to break information down to me in a way that made sense to me giving me the confidence and information that I needed to pass. I will never forget Carlyle and truly hope that many more people get the honor of having him has their tutor, believe me you will be in the BEST hands for whatever your goals are. Thank you for everything Carlyle. Forever grateful, Angela

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How much for private Series 63 tutoring lessons

San Diego Series 63 Tutors Cost $45 - 99 per hour on average

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$35$125

$45

$99

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