Ben K.
14 lessons
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For over more than 30 years, in the financial services industry, I have held the Series 63 license. For the past 15 years I have been preparing individuals for the exam as an instructor at several leading financial training companies and... See Mark's full profile
For over more than 30 years, in the financial services industry, I have held the Series 63 license. For the past 15 years I have been preparing individuals for the exam as an instructor at several leading financial training companies and...See Mark's full profile
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
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
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
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
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
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
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 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 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
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
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
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
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 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 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
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
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
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
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 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 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
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'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 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
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
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
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
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
Cindy was great – explain things at just the right level allowing me to learn very quickly. I accomplished more than I was expecting – absolutely perfect. Not just very knowledgeable but also an excellent Teacher!! I look forwar... read the full review - Jeff, 3 lessons with Cindy
I have an MBA from Duke University, and I passed the Series 63 exam on January 3, 2015. See Juan'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
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
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
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
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
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
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 570 students. Hal is an expert in Series 7 and has tutored for more than 2400 hours and has... See Hal'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 570 students. Hal is an expert in Series 7 and has tutored for more than 2400 hours and has...See Hal's full profile
On May 22, 2018, two weeks after passing the Series 6, I passed the Series 63 with an 85 test score. I spent about 8 days total studying for the exam. The exam consists of mostly laws, federal regulations, and definitions so the key to... See Isaiah's full profile
On May 22, 2018, two weeks after passing the Series 6, I passed the Series 63 with an 85 test score. I spent about 8 days total studying for the exam. The exam consists of mostly laws, federal regulations, and definitions so the key to...See Isaiah'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 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 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
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
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
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 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
... 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
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
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
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
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
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
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
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
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
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
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
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
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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Series 63 is a state level requirement to become an agent in most states. It tests the knowledge of the laws and regulations USA act. It is a standa...
The Series 63 is a state licensing exam where a person can become an agent earning commissions for trades of securities. Once passing the exam, a pers...
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