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More than 4 million 5-star reviews

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The Best Series 65 Tutoring Online

See all 38 matching tutors

Find the best Series 65 tutor

Jason J. New York, NY, available for online & in-person tutoring
Jason J.
220/hour

Senior Wealth Strategy Associate - Series 65 - Tutor

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...

5.0 (622)
220/hour
1,809 hours tutoring
Response time: 34 minutes

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...

Sebastian E. Greenwich, CT, available for online & in-person tutoring
Sebastian E.
230/hour

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

I have previously passed the Series 65, 7, 63, 86 & 87.

5.0 (740)
230/hour
2,315 hours tutoring
Response time: 37 minutes

I have previously passed the Series 65, 7, 63, 86 & 87.

Mark P. Cos Cob, CT, available for online & in-person tutoring
Mark P.
75/hour

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...

5.0 (1160)
75/hour
4,459 hours tutoring

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...

Isaac B. Scottsdale, AZ, available for online & in-person tutoring
Isaac B.
79/hour

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...

5.0 (65)
79/hour
225 hours tutoring
Response time: 47 minutes

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...

Karen S. Perrysburg, OH, available for online & in-person tutoring
Karen S.
61/hour

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...

5.0 (534)
61/hour
1,481 hours tutoring

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...

Carlyle W. Bloomfield Hills, MI, available for online & in-person tutoring
Carlyle W.
145/hour

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.

4.9 (739)
145/hour
4,156 hours tutoring
Response time: 35 minutes

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.

Nikola D. Atlanta, GA, available for online & in-person tutoring
Nikola D.
80/hour

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...

5.0 (249)
80/hour
680 hours tutoring
Response time: 29 minutes

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...

Garth S. Charlotte, NC, available for online & in-person tutoring
Garth S.
225/hour

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...

5.0 (360)
225/hour
1,323 hours tutoring
Response time: 2 minutes

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...

Hal B. Holland, MI, available for online tutoring
Hal B.
86/hour

Experienced Industry Professional

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 1200 students. Hal is an expert in Series 7 and has tutored for more than 2400 hours and has...

5.0 (125)
86/hour
414 hours tutoring
Response time: 58 minutes

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 1200 students. Hal is an expert in Series 7 and has tutored for more than 2400 hours and has...

Karen H. Madison, CT, available for online & in-person tutoring
Karen H.
85/hour

Securities Exams FINRA SIE, TopOff 7 and 6, Series 66, 65, 3, 4,24, 53

I have the following active licenses: series 6, 7, 65, 66, 3, 4, 24, 8 and 53. I am currently working in the securities industry. I have tutored for the SIE and new Top Off series 6 and 7 exams as well as the 63, 65 and 66. I also...

5.0 (3502)
85/hour
8,422 hours tutoring

I have the following active licenses: series 6, 7, 65, 66, 3, 4, 24, 8 and 53. I am currently working in the securities industry. I have tutored for the SIE and new Top Off series 6 and 7 exams as well as the 63, 65 and 66. I also...

Arseny T. Salisbury, NC, available for online & in-person tutoring
Arseny T.
95/hour

Your Series 65 friend in need!!!!

I passed the 65 in 2023. I've aced my 7, 63, 65, and 55 on my first try and I have seven years of experience in the financial industry plus independent study and I received an Honors degree in Economics.

5.0 (177)
95/hour
532 hours tutoring

I passed the 65 in 2023. I've aced my 7, 63, 65, and 55 on my first try and I have seven years of experience in the financial industry plus independent study and I received an Honors degree in Economics.

Bud L. Bellevue, WA, available for online & in-person tutoring
Bud L.
135/hour

Series 65

I am a licensed financial professional with Series 7, Series 63, and WA, CA life insurance and variable annuities licenses. I have a MBA in Finance / International Business from New York University and more than 25 years experience in corporate...

4.8 (256)
135/hour
1,105 hours tutoring
Response time: 55 minutes

I am a licensed financial professional with Series 7, Series 63, and WA, CA life insurance and variable annuities licenses. I have a MBA in Finance / International Business from New York University and more than 25 years experience in corporate...

Alex K. Indianapolis, IN, available for online & in-person tutoring
Alex K.
100/hour

Certified Financial Planner and Active Securities Industry Expert

Having passed and taught the Series 66 exam which encompasses the Series 65, I have the knowledge, strategies, and coaching skills to get you a pass on your first attempt. As an active industry professional, I will show you how to apply...

100/hour
2 hours tutoring

Having passed and taught the Series 66 exam which encompasses the Series 65, I have the knowledge, strategies, and coaching skills to get you a pass on your first attempt. As an active industry professional, I will show you how to apply...

Cindy K. Alpharetta, GA, available for online tutoring
Cindy K.
139/hour

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...

5.0 (828)
139/hour
3,150 hours tutoring

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...

Jorge R. Island Park, NY, available for online & in-person tutoring
Jorge R.
99/hour

Financial Advisor, CFP(R) Certified Financial Planner

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.

4.9 (48)
99/hour
183 hours tutoring

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.

Kevin S. Lithia, FL, available for online & in-person tutoring
Kevin S.
84/hour

Series 3, 6, 7, 63, 65, 66, 79 Expert w/ 25+ Years Experience

I've passed and tutored the Series 65 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.

5.0 (1797)
84/hour
8,888 hours tutoring

I've passed and tutored the Series 65 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.

Ken C. Niantic, CT, available for online & in-person tutoring
Ken C.
44/hour

Held Series 7/6/63/65/24/4 Licenses & 25+ years RIA & B/D Exp.

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...

InstantBook
Today
4.7 (101)
44/hour
391 hours tutoring
Response time: 10 minutes

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...

John S. Wilmette, IL, available for online & in-person tutoring
John S.
75/hour

SERIES #63 FINRA EXAMS TUTOR

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...

4.8 (67)
75/hour
495 hours tutoring

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...

Mark C. Spring, TX, available for online tutoring
Mark C.
115/hour

Experience Professional Exam Tutor: Finance: Series # 65

Qualifications For Series 65 Over 20 years’ experience as a Financial Advisor at Morgan Stanley and AIG Passed at first attempt: Series 7, 63, 65 and 57 Successful tutor for students at: Morgan Stanley, Merry Lynch, and...

4.9 (288)
115/hour
1,104 hours tutoring

Qualifications For Series 65 Over 20 years’ experience as a Financial Advisor at Morgan Stanley and AIG Passed at first attempt: Series 7, 63, 65 and 57 Successful tutor for students at: Morgan Stanley, Merry Lynch, and...

Brian M. Spring, TX, available for online & in-person tutoring
Brian M.
75/hour

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...

5.0 (15)
75/hour
106 hours tutoring

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...

Dana M. Saint Petersburg, FL, available for online tutoring
Dana M.
65/hour

Results Oriented Series 7/6/63/65/66, SIE, Bar Exam and Law School

Hello! Thank you for taking the time to view my profile. I enjoy helping students pass their exams. I can help you pass your exam by identifying your learning style, identifying areas that you need to improve, and simplifying complex...

4.9 (449)
65/hour
1,824 hours tutoring

Hello! Thank you for taking the time to view my profile. I enjoy helping students pass their exams. I can help you pass your exam by identifying your learning style, identifying areas that you need to improve, and simplifying complex...

Jamie B. Wayne, NJ, available for online & in-person tutoring
Jamie B.
110/hour

Series 65, 63, and 7 tutoring specializing in licensing examinations

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...

4.9 (987)
110/hour
3,456 hours tutoring

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...

Guillermo N. Winter Park, FL, available for online & in-person tutoring
Guillermo N.
175/hour

Talented Series 65 Tutor with more than 30 years experience!

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...

5.0 (1357)
175/hour
4,233 hours tutoring

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...

Lisa S. Caldwell, NJ, available for online & in-person tutoring
Lisa S.
125/hour

I passed my Series 65 test previously.

I passed my Series 65 test previously. I passed it on my first try. I can help others to pass their test.

125/hour
2 hours tutoring
Response time: 2 minutes

I passed my Series 65 test previously. I passed it on my first try. I can help others to pass their test.

Jim K. King Of Prussia, PA, available for online & in-person tutoring
Jim K.
75/hour

Managing Director

...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....

4.8 (44)
75/hour
258 hours tutoring

...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....

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Since 2005, Wyzant has provided a way for people to learn any subject in a way that works for them.

Aaron R.

79 lessons

He never wavered. That type of belief and structure made a big difference for me. In total, we spent over 80 hours together — and he showed up every time with the same focus and energy. He followed up, encouraged me between sessions, and truly felt like a partner in the process. Jason was built for this. If you're preparing for the Series 65 or any other financial exam, I highly recommend working with him. He’s the real deal.
Will C.

10 lessons

The one-on-one sessions allowed for personalized attention, ensuring that I wasn’t just memorizing answers but genuinely grasping the underlying principles. Thanks to this thorough and focused approach, I was ready for the Series 65 exam, and I passed on my first attempt. I highly recommend Jason to anyone looking for a knowledgeable, reliable, and encouraging Series 65 tutor.
Kailey B.

11 lessons

Jason helped me pass my Series 65! He knows the material very well and always knew the answers to my questions. Jason worked around my schedule and always made time for a session with me. The note sheet he creates for his students is very helpful! He gives you what you need to know regarding each topic. He was always willing to answer questions I had outside of our sessions as well. Definitely would recommend Jason to anyone looking to pass their Series 65.
How much for private Series 65 tutoring lessons

Series 65 Tutors Cost $45 - 90 per hour on average

What’s a fair price for a private Series 65 tutor? Series 65 tutors using Wyzant are professional subject experts who set their own price based on their demand and skill.

$35$125
$45
$90
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Trust an expert answer

Expert Tutors

Question
How would you define Series 65 in your own words?

Series 65 is a state level license that allows a candidate to give advice for compensation with regards to securities. It tests knowledge on laws an...

Kenneth F.

Kenneth F.Answered

Tutor
4.9 (185)
Question
How would you define Series 65 in your own words?

The Series 65 is an exam for those who give investment advice, or perform certain related functions. This specialized exam places emphasis on Laws an...

Karen H.

Karen H.Answered

Tutor
5.0 (3502)

About Series 65

On Wyzant, students can find personalized tutoring for the Series 65 exam, a key step for financial professionals seeking to become licensed Investment Adviser Representatives (IARs). Whether you prefer online lessons, local in-person instruction, or a mix of both, Wyzant connects you with expert tutors who can help you prepare confidently. With flexible scheduling and one-to-one support, learners can focus on mastering investment laws, ethics, financial products, and client recommendations.

The Series 65 exam, officially known as the Uniform Investment Adviser Law Examination, is a multiple-choice test required for those providing investment advice for a fee. It covers topics such as economics, investment vehicles, regulatory requirements, client suitability, and ethical practices. To pass, candidates need a score of at least 72%. Effective preparation involves understanding each section, practicing questions, and staying current on both laws and trends in investment advising.

Wyzant helps learners succeed by connecting them with qualified tutors who offer tailored lessons, practice exams, and strategic advice. With personalized instruction, students can build confidence, deepen their understanding, and achieve a passing score on the exam. For those looking to advance their careers in finance, Wyzant makes Series 65 prep accessible, affordable, and effective.

Find Online Tutors in Subjects related to Series 65.

Get 1-to-1 learning help through online lessons. If you are looking to learn a subject similar to Series 65, tap into the nation’s largest community of private tutors. Wyzant helps more students find face to face lessons, in more places than anyone else. Plus, if you're not happy with any new tutor, we'll gladly refund the cost of your first hour. In addition to Series 65 tutors, Wyzant can also help you find:

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Find a Private Series 65 Tutor in any city.

The Wyzant community of private tutors spans nationwide, making it easy to find an instructor nearby who can teach 1:1 Series 65 lessons online or in person. Pass the class, ace the test, or learn a new job skill. Compare tutor costs and qualifications and find your Series 65 tutor today.

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