The Best Series 65 Tutors in Texas

Spring, TX

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

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

Passed Exam on March 13

I passed the exam on March 13, 2025 and previously passed the Series 66 10 years. See Shawn's full profile

Series 65 Tutor | 25+ Years Experience | CIMA® | Proven Strategies

...firms. I have passed the Series 7, 24, 63, 65, and 66, and specialize in helping students prepare specifically for the Series 65 exam. I hold both a Bachelor’s and Master’s degree in Finance with a 4.0 GPA and earned the Certified Investment Management... See Penny's full profile

When Careers and Futures are on the Line, I Deliver Under Pressure

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... See Arseny (Sunny)'s full profile

Series 65 samurai! Let’s make this fun! You’ve got this!

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

Series 65 Investment Adviser Rep and Graduate Finance Tutor

I passed the Series 65 in 2017 and again in 2022 and I am registered as an Investment Adviser Representative in Virginia. I lead TitanRex, where the fiduciary, regulatory, investment, and portfolio standards tested on the exam are part of... See Juan's full profile

CFA Charterholder with Series 65 & Investment Industry Experience

I am a CFA Charterholder and Series 65 license holder with professional experience in investment analysis, portfolio management, and venture capital. I have worked in finance-related roles involving valuation analysis, financial planning,... See Chris's full profile

Financial Industry Professional with 5+ years of experience

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

Financial Industry professional and Registered Investment Adviser

I now help students prepare for the 65, and 66 and related exams by blending practical insights with a structured study plan tailored to each learner’s strengths and challenges. I have been tutoring Series 65 and 66 for almost 2 years now. See BRUNO's full profile

Top 1% Tutor Simplifies Exam Prep for Series 65

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

Series 65 Licensed Analyst & Former High Net Worth Advisor

I hold the Series 65 license along with Series 7, 63, 86, and 87, and I passed CFA Level 1. Before my career in equity research and investor relations, I spent over two years as a FINRA examiner, where I evaluated client portfolios for... See Matthew's full profile

Series 65 Tutor | 10+ Years Experience | Investment Adviser Exam

I have over 10 years of experience training and tutoring individuals for the Series exams, with 15 years in the financial industry at three of the world's largest financial firms. The Series 65 qualifies candidates as investment... See Jason's full profile

Series 65 Exam Prep Expert

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

Wealth Advisor with a decade of experience

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

Securities Exam 65. Visual learner/tutor for recall.

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

Experienced industry professional.

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

15 years as an instructor and tutor for the Series 65

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

Extensive knowledge on how to study for an pass the Series 65 Exam

I help those learn on many aspects toward taking the exam. This includes how to study, how to prep for the exam, how to take the exam, and how to maintain disciplined. My approach is to remain on an individualized level for each student to make... See Chris's full profile

Recently took and passed my Series 65 exam

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

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

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

SIE, Series 7, 65, 63, 66, 6, & 9 Tutor

I have taught Series 65 and 66 for 6 years, this includes professional experience as a facilitator at Fidelity Investments as well as being a private 1:1 tutor. I help financial advisors and others in the industry with both of these exams... See Chris's full profile

Seasoned executive with 30+ years working with Investment Advisers.

During my career, I have worked at both the SEC and state-licensed Investment Advisers. I have assisted many employees with the Series 65 exam. Also, I took the exam and passed on my first attempt. My deep understanding of the Uniform... See Mark's full profile

Investment Advisor with the series 24, 7, 66 licenses for 30+ years.

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

Former FINRA and NASAA License holder 12 years and Trader

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

Patient, smart, affordable tutor who speaks in real world terms

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