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More than 4 million 5-star reviews

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The Best Series 65 Tutoring Online

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Find the best Series 65 tutor

Chris K. Tucson, AZ, available for online & in-person tutoring
Chris K.
129/hour

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...

5.0 (45)
129/hour
249 hours tutoring

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...

Sebastian E. Greenwich, CT, available for online & in-person tutoring
Sebastian E.
215/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 (809)
215/hour
2,738 hours tutoring
Response time: 28 minutesNote that average response times may vary depending on a variety of factors, including time of day.

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

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

Tutor since 2016. Currently active in the industry.

I can share how I prepared for exams to help you. Many of my students are repeat, they start with SIE, then return for tutoring for TopOff 7 or 6, Series 63, 65 or 66 exams.

5.0 (3573)
85/hour
8,740 hours tutoring

I can share how I prepared for exams to help you. Many of my students are repeat, they start with SIE, then return for tutoring for TopOff 7 or 6, Series 63, 65 or 66 exams.

Karen S. Perrysburg, OH, available for online & in-person tutoring
Karen S.
69/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 (625)
69/hour
1,947 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...

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 (1317)
75/hour
5,585 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...

Steven M. Chester, NY, available for online & in-person tutoring
Steven M.
110/hour

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,...

5.0 (340)
110/hour
1,313 hours tutoring

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,...

Garth S. Charlotte, NC, available for online & in-person tutoring
Garth S.
191/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 (361)
191/hour
1,344 hours tutoring

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...

Arseny (Sunny) T. Salisbury, NC, available for online & in-person tutoring
Arseny (Sunny) T.
129/hour

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...

5.0 (458)
129/hour
1,353 hours tutoring
Response time: 7 minutesNote that average response times may vary depending on a variety of factors, including time of day.

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...

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

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...

5.0 (728)
220/hour
2,629 hours tutoring
Response time: 33 minutesNote that average response times may vary depending on a variety of factors, including time of day.

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...

Jay M. Raleigh, NC, available for online tutoring
Jay M.
125/hour

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...

4.9 (15)
125/hour
36 hours tutoring

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...

Carlyle W. Bloomfield Hills, MI, available for online & in-person tutoring
Carlyle W.
150/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 (775)
150/hour
4,551 hours tutoring
Response time: 15 minutesNote that average response time is based on Carlyle’s active hours, which are 4:00 am - 4:00 am UTC.

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.

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 (131)
79/hour
502 hours tutoring
Response time: 29 minutesNote that average response times may vary depending on a variety of factors, including time of day.

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...

Benjamin T. Nyack, NY, available for online & in-person tutoring
Benjamin T.
75/hour

Series 65 Exam Preparation

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...

5.0 (64)
75/hour
120 hours tutoring

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...

Juan D. Arlington, VA, available for online & in-person tutoring
Juan D.
195/hour

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...

5.0 (1)
195/hour
6 hours tutoring

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...

Matthew P. Ponte Vedra Beach, FL, available for online & in-person tutoring
Matthew P.
75/hour

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...

InstantBook
Today
5.0 (32)
75/hour
60 hours tutoring
Response time: 43 minutesNote that average response times may vary depending on a variety of factors, including time of day.

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...

Shawn M. Saint Louis, MO, available for online & in-person tutoring
Shawn M.
75/hour

Passed Exam on March 13

I passed the exam on March 13, 2025 and previously passed the Series 66 10 years.

5.0 (3)
75/hour
30 hours tutoring

I passed the exam on March 13, 2025 and previously passed the Series 66 10 years.

Ken C. Newburyport, MA, available for online & in-person tutoring
Ken C.
48/hour

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...

InstantBook
Today
4.8 (173)
48/hour
650 hours tutoring

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...

Chris M. Tempe, AZ, available for online & in-person tutoring
Chris M.
120/hour

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...

4.9 (137)
120/hour
1,006 hours tutoring
Response time: 24 minutesNote that average response time is based on Chris’s active hours, which are 7:00 pm - 12:00 pm UTC.

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...

Mark D. Fair Play, SC, available for online & in-person tutoring
Mark D.
90/hour

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...

4.9 (34)
90/hour
131 hours tutoring

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...

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

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.

5.0 (153)
86/hour
509 hours tutoring

I originally passed this license on 01/10/2001. I retook and passed again in 2019 and have tutored for it since that time.

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 (266)
80/hour
717 hours tutoring
Response time: 31 minutesNote that average response times may vary depending on a variety of factors, including time of day.

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...

BRUNO P. Newton, NJ, available for online & in-person tutoring
BRUNO P.
75/hour

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.

5.0 (126)
75/hour
219 hours tutoring

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.

Penny H. Charlotte, NC, available for online tutoring
Penny H.
85/hour

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...

5.0 (8)
85/hour
90 hours tutoring

...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...

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...

4.9 (41)
75/hour
203 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...

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

Top 1% Tutor Simplifies Exam Prep for Series 65

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 learning hacks backed by neuroscience...

InstantBook
Tomorrow
5.0 (864)
200/hour
3,406 hours tutoring
Response time: 24 minutesNote that average response time is based on Cindy’s active hours, which are 5:00 pm - 11:00 pm UTC.

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 learning hacks backed by neuroscience...

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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.

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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 (3573)

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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