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The Best Series 63 Tutors in San Jose, CA

Find the best local Series 63 tutor in San Jose

Here are even more great Series 63 tutors who offer online lessons.

Sebastian E.

222/hour

series 63

5.0 (783)

2,573 hours tutoring

Response time: 16 minutes

I previously passed the Series 63 and have been teaching it for years.

Game changer

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

Karen S.

67/hour

IAR / Development Manager at New York Life Insurance and Finance Co

5.0 (600)

1,785 hours tutoring

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...

Simple the best!

I’ve had the pleasure of working with Karen for over two years while completing the SIE, Series 7, and Series 66 exams. Coming from a non-finance background and not being a great test taker, I knew I would need the right guidance,... - Isaac, 175 lessons with Karen

Brett C.

80/hour

Earned the Series 63 (Uniform Securities State Law) on first attempt

5.0 (334)

1,376 hours tutoring

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...

Excellent Tutor

I tried doing the SIE by myself and was not successful. I then engaged Brett, he was able to get me through the SIE with no problem. Brett's Knowledge, experience, communication and teaching skills are phenomenal. I then used Bret... - Spencer, 23 lessons with Brett

Isaac B.

79/hour

Wealth Advisor with a decade of experience

5.0 (88)

365 hours tutoring

Response time: 7 minutes

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...

Michael F.

85/hour

NYSE Principal and Compliance officer

4.9 (7)

23 hours tutoring

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...

Cindy K.

139/hour

Top 1% Tutor Simplifies Exam Prep for Series 63, 65, & 66, SIE, & CFP

Response time: 36 minutes

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...

Excellent Tutor Who Helped Me Pass My CFP

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

Jay M.

115/hour

Experienced Tutor for Series 63 license

4.9 (15)

34 hours tutoring

Response time: 4 minutes

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...

Series 66

Jay was great! Super knowledgeable on the subject. Was able to ‘jump right in’ to the sections giving me the most difficulty. She is able to explain the concepts in a much more understandable way than just reading alone. She’s he... - Angela

Jason J.

220/hour

Senior Wealth Strategy Associate with Series 63

5.0 (714)

2,368 hours tutoring

Response time: 44 minutes

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...

Wish I Started Sooner!

I started studying for the Series 7 in August of ’25 using Kaplan. Five months, two failed attempts, and nearly $1,000 in exam fees later, I realized the way I was studying just wasn’t working. I googled “Series 7 tutor” and came ... - Hayden, 5 lessons with Jason

Rueben M.

200/hour

Series 63 tutor with 20+ years of experience

5.0 (53)

488 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...

Garth S.

225/hour

Series 7, 6, 66, 63, SIE Expert

5.0 (361)

1,343 hours tutoring

Response time: 48 minutes

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...

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... - Adrian, 3 lessons with Garth

Jack C.

150/hour

Series 7 , 63 and 65 exam preparation professional with 20+ years

5.0 (47)

118 hours tutoring

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.

Lead Me to Success!

Jack was a wonderful tutor who helped improve my study habits, slow things down for me and kept me in a positive mindset for both the Series 7 and the Series 63, both of which I passed with 80 or above. He will find out your stren... - Colleen, 2 lessons with Jack

Jahlen W.

60/hour

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

4.9 (59)

375 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...

Kevin S.

84/hour

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

5.0 (1797)

8,903 hours tutoring

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

Great teacher and explains in simple form

I just passed my series 7 with the help of Kevin! I think we met about 10-15 times or so after I had failed the exams before. I was previously using Kaplan, but Kevin preferred the STC series. I’d say he was right because I though... - Ben, 14 lessons with Kevin

Steven M.

110/hour

Passed all of my Finra exams on the first try. Series 3, 7, 24, 55 63

5.0 (340)

1,306 hours tutoring

I passed the Series 7 with a score of 98%, the highest score ever recorded at that testing center at the time (1992)

Very knowledgeable and patient tutor!

Steven has helped deepen my son's understanding of complex topics, which also increased his confidence to efficiently and correctly solve problems. Steven has been flexible with scheduling and was highly knowledgeable and patient... - Karen, 17 lessons with Steven

Carlyle W.

150/hour

GREAT PATIENCE & EXPERTISE in the FINRA EXAMINATIONS PREP

4.9 (760)

4,442 hours tutoring

Response time: 17 minutes

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...

The absolute BEST tutor in the world!!

I used Carlyle for my series 7 top off as well as my series 63. I passed both and owe it all to him. Carlyle is the most knowledgeable person I've ever know but also the most humble. He's so patient, funny and extremely thorough. ... - Angela

Mark P.

75/hour

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

5.0 (1285)

5,269 hours tutoring

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...

Best Tutor Ever

I failed my Series 66 and was about to lose my job at work if I didn't pass the Series 63 & 65 in the next week. I reached out to Mark and we met daily morning and night. He got me through the 63 and 65 and I got to keep my job. T... - Morgan, 3 lessons with Mark

Mason M.

250/hour

Licensed Securities Representative - Series 79, Series 63, and SIE

5.0 (12)

41 hours tutoring

Response time: 3 minutes

-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)...

Review for Mason M

Mason was the best tutor I could have asked for to study for the Series 79 (Investment Banking Examination). In the first minutes of our first session, he helped by crafting a personal plan that would end up making me pass on my f... - Maxime, 2 lessons with Mason

Hal B.

125/hour

Experienced industry professional

5.0 (151)

499 hours tutoring

Response time: 20 minutes

I originally passed this exam on 05/01/1991. I have tutored for this license since 2019.

Hal is the BEST !!! He helps you learn the material AND how to take the test!!!

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

Arseny (Sunny) T.

105/hour

Your Series 63 Friend in Need!!!!

Response time: 8 minutes

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...

Very helpful and knowledgeable

I had failed my Series 63 in Aug, I was able to pass on my second attempt thanks to Arsney! Since I had gone through the material already Arsney pretty much made the lessons according to whatever subject I was having trouble with.... - Mayra, 4 lessons with Arseny (Sunny)

Juan M.

299/hour

CFA, Applied Finance, Investments, Corporate, Banking, Bilingual

5.0 (587)

3,821 hours tutoring

Response time: 22 minutes

I have an MBA from Duke University, and I passed the Series 63 exam on January 3, 2015.

Fantastic!

Juan is an outstanding tutor! He is extremely knowledgeable about all concepts related to finance and portfolio management, and he is able to explain them in a way that is easy to understand. He is patient and takes the time to an... - Natalie, 4 lessons with Juan

Brian M.

75/hour

3 Years As FINRA Exam Tutor: SIE, 3, 4, 6, 7, 31, 63, 65, and 66

5.0 (37)

184 hours tutoring

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...

John S.

75/hour

SERIES #63 FINRA EXAMS TUTOR

4.8 (67)

499 hours tutoring

Response time: 11 minutes

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...

Recommend John without hesitation and am so thankful we found him!

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

Ken C.

48/hour

Smart, Real-World Teaching Approach, over 8 Yrs Tutoring FINRA Exams

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,...

Very knowledgeable and patient tutor

Ken is an amazing tutor and his lessons helped me pass my Series 7, Series 65, and Series 63. With his extensive experience in the industry, he brings valuable insight and delivers high-level explanations for complex test topics. ... - Sifa, 17 lessons with Ken

Bud L.

135/hour

Series 63

4.8 (258)

1,169 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...

Bud L. tutor in math, finance, physics, and business writing.

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

Michelle H.

150/hour

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

4.7 (62)

432 hours tutoring

I was a Wall Street advisor for 15+ years. I held a series 63. I currently tutor privately regarding series 63 prep.

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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!

Aida M.

7 lessons

Working with him was very helpful and well structured. During the practice tests, he did not get any question wrong which truly reflected his deep understanding of the subject. His teaching skills, combined with his knowledge and experience, made the material much easier to understand. I truly appreciated his patience and support and I would highly recommend Nikola to anyone preparing for the Series 63 exam or looking for a highly effective and knowledgeable tutor.

Mary M.

26 lessons

Dana has helped me successful pass both the SIE and Series 63 exams. She is very encouraging and helped boost my confidence going into each of these exams. She caters to all different learning styles and makes sure you a ready come test day. I highly recommend her!!! She is the best tutor I’ve ever had and I cannot praise or thank her enough!!!

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How much for private Series 63 tutoring lessons

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

What’s a fair price for a private San Jose Series 63 tutor? San Jose Series 63 tutors using Wyzant are professional subject experts who set their own price based on their demand and skill.

$35$125

$45

$99

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Series 63 Tutors in San Jose, CA

Series 63 tutors near San Jose, CA, and online, offer personalized, face-to-face preparation to help candidates pass the uniform securities state law exam on their first try. Each tutor specializes in FINRA exams and can provide tailored lessons that address individual learning needs.

The Series 63 exam guides financial professionals on state securities regulations, ethical standards, and compliance requirements. Studying for this exam helps build the confidence and knowledge needed to succeed in a role that involves securities regulation and client interactions.

Wyzant connects learners with experienced tutors who provide accessible, flexible lessons designed to support exam success and financial industry careers. Through expert one-on-one instruction, students gain practical understanding, exam strategies, and the confidence to pass.

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