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I have previously passed the Series 7 and 63, 86 and 87, and Series 65. I have passed the CFA Level 1 and 2. I hold the CAIA and FRM designations.
I have previously passed the Series 7 and 63, 86 and 87, and Series 65. I have passed the CFA Level 1 and 2. I hold the CAIA and FRM designations.
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
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...
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...
Whether you’re looking for a full curriculum over multiple sessions or more targeted help, your Series 6 prep sessions will be customized to your individual needs and learning style. You’ll learn through illustrations and interactive...
Whether you’re looking for a full curriculum over multiple sessions or more targeted help, your Series 6 prep sessions will be customized to your individual needs and learning style. You’ll learn through illustrations and interactive...
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
I have saved multiple jobs where students have had to pass the Series 6 on their last try. I also have experience selling both variable annuities and mutual funds so I'm uniquely well-positioned to teach the 6. I have more than a...
I have saved multiple jobs where students have had to pass the Series 6 on their last try. I also have experience selling both variable annuities and mutual funds so I'm uniquely well-positioned to teach the 6. I have more than a...
Arseny helped me with my Series 66 and my Series 7. Passed both on my first try and there is no chance I would have passed first try without him. Super knowledgeable and was really good at helping me understand the topics by compa... - Jacob, 37 lessons with Arseny (Sunny)
I have a variety of industry designations along with being Series 7, 9, 10, 24, 63 and 65 licensed. I have worked in the securities industry for over 30 years in a variety of roles. Most recently as a regional compliance principal. I currently...
I have a variety of industry designations along with being Series 7, 9, 10, 24, 63 and 65 licensed. I have worked in the securities industry for over 30 years in a variety of roles. Most recently as a regional compliance principal. I currently...
I am not a Math person and I do really struggle with Options but Bill has so much patience teaching me. I tried a tutor before whish also has a 5 star rating but during the entire lesson I was just there listening. Bill will let y... - Anna, 5 lessons with William
I am a CERTIFIED FINANCIAL PLANNER (CFP) professional and I currently hold the FINRA Series 6 exam. I have extensive experience working in the financial services industry, as well as tutoring students who are seeking to pass the FINRA...
I am a CERTIFIED FINANCIAL PLANNER (CFP) professional and I currently hold the FINRA Series 6 exam. I have extensive experience working in the financial services industry, as well as tutoring students who are seeking to pass the FINRA...
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 have trained and tutored people for over 10 years on the Series 6 exam, with 15 years of experience at three of the world's largest financial firms. I began teaching the Series 6 early in my career. I use customized notes and...
I have trained and tutored people for over 10 years on the Series 6 exam, with 15 years of experience at three of the world's largest financial firms. I began teaching the Series 6 early in my career. I use customized notes and...
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
My academic background helps me explain the investment concepts behind Series 6 products so students understand how they work, how they are used, and how they should be evaluated for different client needs. My Series 6 instruction...
My academic background helps me explain the investment concepts behind Series 6 products so students understand how they work, how they are used, and how they should be evaluated for different client needs. My Series 6 instruction...
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've worked with Vanguard, Charles Schwab, and large RIA's. I've coached many people younger than me that are just entering the industry. The Series 6 exam can be easily passed with the right strategy and discipline.
I've worked with Vanguard, Charles Schwab, and large RIA's. I've coached many people younger than me that are just entering the industry. The Series 6 exam can be easily passed with the right strategy and discipline.
I originally passed the Series 6 on 04/22/1991. I have tutored this topic since 2019.
I originally passed the Series 6 on 04/22/1991. I have tutored this topic since 2019.
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
I have been an instructor and tutor for the Series 6 licensing exam for nearly 15 years with several leading financial training companies and currently as a private tutor. In addition, I have spent 30 years in the financial services...
I have been an instructor and tutor for the Series 6 licensing exam for nearly 15 years with several leading financial training companies and currently as a private tutor. In addition, I have spent 30 years in the financial services...
I am so grateful for the help Mr. Mark gave me in completing my series 6 exam. I had taken the exam once before about 3 months ago and the SIE back in 2019. My deadline for completing the exam was approaching and I was really stru... - Tabatha, 5 lessons with Mark
I've passed and tutored the Series 6 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.
I've passed and tutored the Series 6 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.
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... - Laura, 17 lessons with Kevin
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...
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...
Great instructor, easy to go through different concepts with and helped me pass my series 6 exam. Thank you for all your help. - Abdullahi, 5 lessons with Karen
I have been teaching the Series 6 for four years including the SIE and Series 6 top off exam. Two of these years were in a professional corporate training environment teaching both live and virtual classes to new employees of a large...
I have been teaching the Series 6 for four years including the SIE and Series 6 top off exam. Two of these years were in a professional corporate training environment teaching both live and virtual classes to new employees of a large...
A tutor that is well versed in the Series 6 material. I have helped many students pass the Sie exam and then transition them towards the both the Series 6 and 63 exams. Very capable of finding a students weak points, as well as...
A tutor that is well versed in the Series 6 material. I have helped many students pass the Sie exam and then transition them towards the both the Series 6 and 63 exams. Very capable of finding a students weak points, as well as...
Hello! I have taken and passed the 7/65/63 and understand how daunting these exams can be so picking the right tutor is so important. As your tutor, I will get to understand how you learn and teach you the materials in way that you will...
Hello! I have taken and passed the 7/65/63 and understand how daunting these exams can be so picking the right tutor is so important. As your tutor, I will get to understand how you learn and teach you the materials in way that you will...
Dana has helped me successful pass the SIE, Series 7, and Series 63 exams. The Series 7 Exam was one of the hardest exams I’ve ever taken and took me multiple attempts. Dana helped calm my nerves and helped me focus on achieving a... - Mary, 26 lessons with Dana
...derivatives--and options. I do private tutoring, in person and online, for clients who are preparing for the FINRA SIE, Series 6, 65, 26, 7, 66, 24, 63, 57, and 4 qualifying examinations. My colleagues/clients have found tremendous value in my tutoring...
...derivatives--and options. I do private tutoring, in person and online, for clients who are preparing for the FINRA SIE, Series 6, 65, 26, 7, 66, 24, 63, 57, and 4 qualifying examinations. My colleagues/clients have found tremendous value in my tutoring...
Carlyle's tutoring and preparation for the FINRA Series 24 exam are truly exceptional. I cannot praise his program enough for the invaluable assistance it provided me in achieving success in this challenging exam. What makes Ca... - George, 100 lessons with Carlyle
As a Series 6 licensed instructor, I specialize in preparing students for the FINRA Series 6 exam, leveraging a deep understanding of the regulatory and product-specific knowledge required for success. My approach combines targeted...
As a Series 6 licensed instructor, I specialize in preparing students for the FINRA Series 6 exam, leveraging a deep understanding of the regulatory and product-specific knowledge required for success. My approach combines targeted...
I currently hold a Series 7 and 66. The 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 of investments...
I currently hold a Series 7 and 66. The 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 of investments...
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 ... - Shoko, 20 lessons with Jamie
I am a retired Registered Principal, Series 24, with experience training 1500+ license seekers since 2019. I have taught many insurers, agents and compliance personnel the Series 6 licensing exam, from 20 year-olds new applicants to...
I am a retired Registered Principal, Series 24, with experience training 1500+ license seekers since 2019. I have taught many insurers, agents and compliance personnel the Series 6 licensing exam, from 20 year-olds new applicants to...
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
...Series 24, Series 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....
...Series 24, Series 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....
During my 30 year career in financial service, I maintained the series #6, "Investment company products/Variable contracts Limited Representative Exam". I qualified for the series #6 by examination with the National Association of Security...
During my 30 year career in financial service, I maintained the series #6, "Investment company products/Variable contracts Limited Representative Exam". I qualified for the series #6 by examination 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
...Financial Services (B/D), Athena Capital Advisors (RIA) and Windrose Advisors (RIA) over a 25 year period. I held the Series 7, 6, 63, 65, 24 and 4 licenses during my career. And I have tutored many exam candidates successfully - both on Wyzant and...
...Financial Services (B/D), Athena Capital Advisors (RIA) and Windrose Advisors (RIA) over a 25 year period. I held the Series 7, 6, 63, 65, 24 and 4 licenses during my career. And I have tutored many exam candidates successfully - both on Wyzant 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
For more than 2 years I have been applying the skills and knowledge from these exams in my investment management and life insurance business with my current employer. Series 7 is considered the harder version of Series 6, therefore I...
For more than 2 years I have been applying the skills and knowledge from these exams in my investment management and life insurance business with my current employer. Series 7 is considered the harder version of Series 6, therefore I...
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
With 15+ years experience as a portfolio manager holding a series 7, I am qualified to tutor for the series 6 securitues exam. The series 6 is primarily designed for knowledge related to mutual funds. My series 7 is a higher...
With 15+ years experience as a portfolio manager holding a series 7, I am qualified to tutor for the series 6 securitues exam. The series 6 is primarily designed for knowledge related to mutual funds. My series 7 is a higher...
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Series 6 is a limited registration license that allows candidates to interact with customers in regards to investment company products.
Kenneth F.Answered •
On Wyzant, learners can connect with experienced instructors to prepare for the Series 6 exam, a U.S. securities license required for selling mutual funds, variable annuities, and unit investment trusts (UITs). This includes personalized online lessons, local tutoring options, and flexible scheduling to help you study effectively and build confidence.
The Series 6 in the context of finance is a licensing exam administered by FINRA, allowing representatives to sell limited investment products. To pass, candidates must learn about investment company products, variable contracts, customer accounts, and regulatory regulations, building a foundation for a career in securities sales.
Wyzant helps students achieve exam success through expert instruction tailored to individual learning styles and goals. Whether you’re reviewing concepts, practicing test strategies, or gaining hands-on experience, Wyzant’s flexible tutoring connects you with professionals who can support your journey toward licensing and financial career advancement.
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