The Best Series 65 Tutors in San Diego, CA

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...See Karen'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

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

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...See Dana's full profile

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,...See Steven's full profile

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...See Mark'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 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. See Arseny's full profile

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

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...See Hal'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 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 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 have previously passed the Series 65, 7, 63, 86 & 87.See Sebastian'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

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 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 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 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

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...See Alex's full profile

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....See Shyam'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 passed my Series 65 test previously. I passed it on my first try. I can help others to pass their test.See Lisa'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