Aaron R.
79 lessons












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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...
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...
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

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.
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.

I originally passed this license on 01/10/2001. I retook and passed again in 2019 and have tutored for it since that time.
I originally passed this license on 01/10/2001. I retook and passed again in 2019 and have tutored for it since that time.
Hal helped me study for the Series 65 a couple weeks before my exam. I came with a specific list of topics that I wanted to cover and got a great understanding of each one by the time I left. It is very evident that he has worked ... - Sarah, 2 lessons with Hal

I have saved dozens of jobs and careers for folks that had to pass their 65 on their last attempt-even some where they had a stroke and doctors and them never believed that they could pass the exam. I aced my 7, 63, 65, and 55 on my first try and...
I have saved dozens of jobs and careers for folks that had to pass their 65 on their last attempt-even some where they had a stroke and doctors and them never believed that they could pass the exam. I aced my 7, 63, 65, and 55 on my first try and...
It was paramount that I had to pass my Series 65 before the end of the year and the test itself was a piece of cake because of Sunny! I was struggling with some of the most confusing parts of the exam, especially registration of ... - Thomas, 26 lessons with Arseny

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.
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.
Bruno is an excellent tutor! He has a talent for breaking down complex concepts into clear, simple explanations that make learning much easier. He’s very patient, well-prepared, and genuinely invested in his students’ success. I a... - Drew, 7 lessons with BRUNO

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,...
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,...
He was able to help put the material into examples I could understand better. Very helpful and extremely knowledgeable! Highly recommend! He is really helpful! - Yadira

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...
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...
I hired Mark two weeks prior to taking my Series 65 exam and let me tell you, he changed my results and confidence instantly, he is both patient and knowledgeable about the test itself and what key topics that will be asked the mo... - Farrukh, 5 lessons with Mark

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.
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.
Series 65 exam. Got to the important points quickly in a way that was easy to understand. I got more out of my hours with him than I would have from reading the entire training book. Highly recommend!!! - Jennifer, 3 lessons with Carlyle

I hold an MBA with Finance emphasis and have comprehensive expertise across all Series 65 exam topics, including portfolio management, economics, fixed income, equities, derivatives, alternative investments, taxation, and ethics. I teach...
I hold an MBA with Finance emphasis and have comprehensive expertise across all Series 65 exam topics, including portfolio management, economics, fixed income, equities, derivatives, alternative investments, taxation, and ethics. I teach...
I reached out to Vikas about tutoring me because I was impressed by his personalized message. His message was clear; he was motivated to help me succeed. He has an impressive background and a passion for helping others achieve the... - Amber, 10 lessons with Vikas

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...
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...
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

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...
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...
I came to Karen after failing the Series 65 by 1 question. She and I met once a week until my retake. She was calm, supportive, and helpful. Today I passed the Series 65, and Karen is a huge reason why. She's amazing! - CATHERINE, 12 lessons with Karen

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...
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...
I had the privilege of working with Issac as my tutor for the Series 65 exam, and I can confidently say he exceeded all expectations. His depth of knowledge is outstanding, and he has a gift for breaking down complex concepts into... - Tony, 9 lessons with Isaac

I have previously passed the Series 65, 7, 63, 86 & 87.
I have previously passed the Series 65, 7, 63, 86 & 87.
Sebastian has great energy and is committed to helping to pass! I really appreciated his patience and thorough explanations for my Series 65. I look forward to more sessions together. - Sabrina

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...
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...
G has been a huge help! He definitely helped me on some of the subject matter I was not grasping. After working with him for several months, I passed the exam on the first try! I’d highly recommend letting him be your tutor for he... - Eric, 19 lessons with Guillermo

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...
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...
I highly recommend Mark to anyone preparing for the Series 65 exam. After not passing on my first attempt, I worked with him to identify my weak areas, improve my understanding of the material, and develop a much better test-takin... - Levi, 12 lessons with Mark

I earned the Series 65 and started my own investment advisory firm. Ran my own firm for over 15 years and managed all aspects of regulatory compliance. Extensive study in learning techniques and study techniques to bring the most current...
I earned the Series 65 and started my own investment advisory firm. Ran my own firm for over 15 years and managed all aspects of regulatory compliance. Extensive study in learning techniques and study techniques to bring the most current...
Jack was absolutely instrumental in helping me pass the Series 65. I had failed it 3 times previously, and was devastated to have to take the test again. I am a marketing professional at a financial firm and have no finance backgr... - Suji, 11 lessons with Jack

I currently hold the Series 65 designation in my capacity as an Investment Advisor Representative for a NY based Investment Advisor. I have over 10 years of experience teaching FINRA content for several Schools and Education Providers in a...
I currently hold the Series 65 designation in my capacity as an Investment Advisor Representative for a NY based Investment Advisor. I have over 10 years of experience teaching FINRA content for several Schools and Education Providers in a...

I have experience as an online instructor creating about 150 practice questions for the Series 65 exam, which are published on a popular education website. I can help students prep for the Series 65 exam, specifically with the...
I have experience as an online instructor creating about 150 practice questions for the Series 65 exam, which are published on a popular education website. I can help students prep for the Series 65 exam, specifically with the...
Kristen is very patient with me and anything I ask about in this test she always locates quickly. She also sends me the links so I can study as well. I would recommend her to anyone that needs help studying for the Praxis teaching... - April, 6 lessons with Kristen

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...
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...

With years of dedicated experience preparing students for the Series 65 exam, I have developed a deep understanding of the nuances and complexities associated with this critical qualification. My approach combines tailored tutoring...
With years of dedicated experience preparing students for the Series 65 exam, I have developed a deep understanding of the nuances and complexities associated with this critical qualification. My approach combines tailored tutoring...

I'm an accredited investor in Silicon Valley and have passed the Series 65 exam.
I'm an accredited investor in Silicon Valley and have passed the Series 65 exam.

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...
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...
I fell upon Jamie in series 65 distress, lost in information to which I was not retaining. As Jamie puts it, "I hit a road block." I won't disclose Jamie's techniques, but I will say trust him. Jamie will build your confidence, he... - Brandon, 3 lessons with Jamie

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...
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...
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

...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....
...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....

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...
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...
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
79 lessons
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This page on Wyzant lists tutoring options for the Series 65 exam in Virginia. Series 65 tutors help professionals prepare for the licensing test, covering topics such as investment strategies, retirement planning, and financial regulations.
The Series 65 exam is a qualification for those seeking to become investment advisor representatives. Learners improve their understanding of securities regulations, ethics, portfolio management, and client recommendations through personalized, instructor-led lessons.
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