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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

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 (586)
220/hour
1,694 hours tutoring
Response time: 21 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.
200/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 (736)
200/hour
2,286 hours tutoring
Response time: 24 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 (1135)
75/hour
4,305 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.
69/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 (63)
69/hour
214 hours tutoring
Response time: 54 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 (529)
61/hour
1,421 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.
125/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 (735)
125/hour
4,066 hours tutoring
Response time: 19 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.

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
1,320 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...

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 (122)
86/hour
404 hours tutoring
Response time: 48 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...

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 (136)
120/hour
988 hours tutoring

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...

Steven M. Chester, NY, available for online & in-person tutoring
Steven M.
84/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,...

InstantBook
Tomorrow
5.0 (332)
84/hour
1,256 hours tutoring
Response time: 29 minutes

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,...

Arseny T. Salisbury, NC, available for online & in-person tutoring
Arseny T.
89/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 (176)
89/hour
481 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
1,103 hours tutoring
Response time: 35 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 (818)
139/hour
3,131 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
181 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
8,881 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...

4.7 (97)
44/hour
372 hours tutoring
Response time: 25 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
Response time: 30 minutes

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
97 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.
75/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 (445)
75/hour
1,807 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...

Shyam G. Princeton, NJ, available for online & in-person tutoring
Shyam G.
150/hour

Investment Adviser with sound knowledge and 10+ years experience

The Series 65 is a test of the financial representative's ability to understand various investment tools such as Stocks, Mutual Funds and Variable insurance products like Annuities and the license to ONLY give advise NOT TO SELL....

5.0 (2)
150/hour
4 hours tutoring

The Series 65 is a test of the financial representative's ability to understand various investment tools such as Stocks, Mutual Funds and Variable insurance products like Annuities and the license to ONLY give advise NOT TO SELL....

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
3,448 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

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

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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?

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 (3487)
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)

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