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This foundation allows me to go beyond memorization and help students truly understand the regulatory and investment concepts tested on the Series 66 exam. I've worked with candidates across a range of licensing exams, with particular...
This foundation allows me to go beyond memorization and help students truly understand the regulatory and investment concepts tested on the Series 66 exam. I've worked with candidates across a range of licensing exams, with particular...
I passed this exam TWICE, as a prior position did not require me to have this license and therefore the company allowed it to lapse. When I later joined a different firm, I had to retake the exam, which additionally cemented the information in my...
I passed this exam TWICE, as a prior position did not require me to have this license and therefore the company allowed it to lapse. When I later joined a different firm, I had to retake the exam, which additionally cemented the information in my...
Brett was an outstanding tutor for the Series 66, and I cannot recommend him highly enough. From the very beginning he took the time to understand where I was in my studies and what areas I was struggling with the most. He went ab... - Andrew, 27 lessons with Brett
I have passed both the series 65 and series 63...both combined that’s the series 66.
I have passed both the series 65 and series 63...both combined that’s the series 66.
I started working with Sebastian after I failed my Series 66 twice. He was extremely helpful and tailored a plan for my needs to help me prepare for the exam. He explained the topics extremely well, even the challenging ones, and ... - Paul, 11 lessons with Sebastian
We’ll cover tools to combat memory decay so you don’t lose what you’ve learned while covering new material. If you have a choice between the Series 65 and Series 66, I can help you determine which one better aligns with your...
We’ll cover tools to combat memory decay so you don’t lose what you’ve learned while covering new material. If you have a choice between the Series 65 and Series 66, I can help you determine which one better aligns with your...
I worked with Cindy on passing my Series 66. I previously had taken the exam and failed. After working with Cindy during a few lessons, she was able to really break the information down to where I understood and comprehended the... - Meg, 5 lessons with Cindy
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 (88%). I have...
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 (88%). I have...
I have experience tutoring the Series 66, 65, 63, 6, 7, and SIE along with finance and economics in general and I have been working in the financial industry in various capacities since 2014 including Asset Management and Proprietary...
I have experience tutoring the Series 66, 65, 63, 6, 7, and SIE along with finance and economics in general and I have been working in the financial industry in various capacities since 2014 including Asset Management and Proprietary...
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 am a CERTIFIED FINANCIAL PLANNER (CFP) professional and I currently hold several FINRA Series licenses including the FINRA SERIES 66. With my unique background, I can share real word experiences and examples. I have extensive experience...
I am a CERTIFIED FINANCIAL PLANNER (CFP) professional and I currently hold several FINRA Series licenses including the FINRA SERIES 66. With my unique background, I can share real word experiences and examples. I have extensive experience...
Garth helped me pass my series 66. He was available to meet frequently, was very flexible, and extremely knowledgeable on the test. Wouldn't have passed if it wasn't for his help. Would recommend! - Grayson, 8 lessons with Garth
I have over 10 years of experience training and tutoring individuals for the Series 66 exam, with 15 years in the financial industry at three of the world's largest financial firms — and I have taken and passed the exam myself. The...
I have over 10 years of experience training and tutoring individuals for the Series 66 exam, with 15 years in the financial industry at three of the world's largest financial firms — and I have taken and passed the exam myself. The...
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
...analysis, valuation, and portfolio concepts that are directly relevant to the investment portion of the Series 66 examination. The Series 66 is distinctive because it combines investment advisory knowledge with state securities regulation. My background...
...analysis, valuation, and portfolio concepts that are directly relevant to the investment portion of the Series 66 examination. The Series 66 is distinctive because it combines investment advisory knowledge with state securities regulation. My background...
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 have worked in the Investment industry for more than 30 years, both in a retail sales as well as Wholesaling capacity. The Series 66 test combines the Series 65, which I hold, along with the Series 63, which I also have; it is a...
I have worked in the Investment industry for more than 30 years, both in a retail sales as well as Wholesaling capacity. The Series 66 test combines the Series 65, which I hold, along with the Series 63, which I also have; it is a...
Guillermo was incredibly helpful. I reached out to him after failing my Series 66 on the first attempt. He kept me on a manageable study plan, helped me identify areas that I needed to focus on, and gave it to me straight when he ... - Frederick, 5 lessons with Guillermo
I have extensive experience as a practicing wealth advisor. I have taken and passed several series exam's (6, 7, 63, 65, 66) and obtained my CFP designation. My passion for managing client assets and educating them on what is best from a financial...
I have extensive experience as a practicing wealth advisor. I have taken and passed several series exam's (6, 7, 63, 65, 66) and obtained my CFP designation. My passion for managing client assets and educating them on what is best from a financial...
I have tutored for this license since 2019.
I have tutored for this license 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 preparing individuals for the Series 66 licensing exam for nearly 15 years, first as an instructor at several leading financial training firms and currently as a private tutor. During this time, I also instructed on the CFA...
I have been preparing individuals for the Series 66 licensing exam for nearly 15 years, first as an instructor at several leading financial training firms and currently as a private tutor. During this time, I also instructed on the CFA...
Mark knows the Series 66 material well and has a solid approach to teaching it. What I found most helpful was learning how to read questions properly - he showed me how to identify what’s actually important versus all the fluff th... - Paul, 6 lessons with Mark
... passed and tutored the Series 66 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. The Series 66 deals with broker/dealers...
... passed and tutored the Series 66 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. The Series 66 deals with broker/dealers...
I had taken and failed the Series 66 twice before reaching out to Kevin. I had a total of 5 sessions with him, 3 before the week of my test and 2 the week of my test. I felt like I was struggling the most with the rules and reg,... - Sarah, 5 lessons with Kevin
In addition to my industry roles, I hold an MBA and professional designations, including LUTCF, CLU, and ChFC. My ChFC designation qualifies as a substitute for the Series 65 or 66 exam.
In addition to my industry roles, I hold an MBA and professional designations, including LUTCF, CLU, and ChFC. My ChFC designation qualifies as a substitute for the Series 65 or 66 exam.
Karen was the reason I passed the Series 66! To say I was stressed about taking the exam is an understatement. Karen was patient and reassuring. She gave me great study tips and helped me understanding that going slow and reading ... - Anonymous, 2 lessons with Karen
I have taught the Series 65 and 66 for 6 years, this includes professional experience as 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...
I have taught the Series 65 and 66 for 6 years, this includes professional experience as 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...
Hello! I have taken and passed the 7/65/63 and understand how daunting these exams can be. I also understand how hard FINRA tests are in general. They try to trick you. I am currently offering new students a first time rate of 50% to try me...
Hello! I have taken and passed the 7/65/63 and understand how daunting these exams can be. I also understand how hard FINRA tests are in general. They try to trick you. I am currently offering new students a first time rate of 50% to try me...
It's been fun learning options and calls/puts with respect to the Series 66. It's also been fun to know about test structure and other concepts to combat tough questions. - Rajiv, 21 lessons with Dana
I currently hold the FINRA Series 7, 66, and 24. My practice consists primarily of negotiating credit derivatives, an options platform, and private placements. I have many years of experience in preparing brokers for these exams. The...
I currently hold the FINRA Series 7, 66, and 24. My practice consists primarily of negotiating credit derivatives, an options platform, and private placements. I have many years of experience in preparing brokers for these exams. The...
I first started working with Carlyle after I had failed my Series 7 and Series 66 exams on my first attempts. Carlyle helped me with my preparation for my second attempts for the Series 7 and Series 66. With his help, I was able t... - Carolyn, 16 lessons with Carlyle
As an expert in Series 66 exam preparation, I possess a robust understanding of the nuances and requirements necessary to excel in this challenging assessment. Over the years, I have developed and refined a comprehensive tutoring...
As an expert in Series 66 exam preparation, I possess a robust understanding of the nuances and requirements necessary to excel in this challenging assessment. Over the years, I have developed and refined a comprehensive tutoring...
I currently hold a Series 66 and 7. The Series 66 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...
I currently hold a Series 66 and 7. The Series 66 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...
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. My experience led to training SERIES 66 advisors nationwide and the challenges are many! I have broken it down so you can have a...
I am a retired Registered Principal, Series 24, with experience training 1500+ license seekers since 2019. My experience led to training SERIES 66 advisors nationwide and the challenges are many! I have broken it down so you can have a...
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
I have been in the Financial Services Industry for over 30 years and have held designations in the Series 7, Series 24, Series 27, Series 4, Series 53, Series 66 and Life/Health agent. I've also tutored for all of these for years.
I have been in the Financial Services Industry for over 30 years and have held designations in the Series 7, Series 24, Series 27, Series 4, Series 53, Series 66 and Life/Health agent. I've also tutored for all of these for years.
During my 30 year career in financial services, I maintained the series #66,"Uniformed Combined State Law Exam". I qualified for the series #66 by examination with the National Association of Security Dealers. I used this information/knowledge...
During my 30 year career in financial services, I maintained the series #66,"Uniformed Combined State Law Exam". I qualified for the series #66 by examination with the National Association of Security Dealers. I used this information/knowledge...
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
I held the Series 65, 63 (66 covers the 65 and 63 now), 7, 24, and 4 during my 25 years in management roles in the investment industry with Fidelity, JP Morgan, and two multi-family offices. I have tutored for the FINRA exams,...
I held the Series 65, 63 (66 covers the 65 and 63 now), 7, 24, and 4 during my 25 years in management roles in the investment industry with Fidelity, JP Morgan, and two multi-family offices. I have tutored for the FINRA exams,...
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
I passed Series 7 in one try with a score of 92%; I also passed Series 63 and Life Insurance, Variable Annuity & Long Term Care exams in WA, CA, NJ. I work for Equitable Advisors, helping clients accumulate wealth and manage risks. Prior to this,...
I passed Series 7 in one try with a score of 92%; I also passed Series 63 and Life Insurance, Variable Annuity & Long Term Care exams in WA, CA, NJ. I work for Equitable Advisors, helping clients accumulate wealth and manage risks. Prior to this,...
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
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The series 66 is a combined state level test that allows you to act as both and agent and an investment advisor representative It can only be comb...
Kenneth F.Answered •
On Wyzant, learners can connect with qualified instructors for personalized Series 66 exam prep. Whether studying online or in-person, students can access flexible lessons designed to simplify complex topics such as state laws, regulations, client recommendations, and investment products. With a range of tutors-each with practical experience in financial services-students can build confidence and stay motivated as they prepare to fulfill licensing requirements.
The Series 66 (Uniform Combined State Law Examination) combines material from the Series 63 and 65 exams into a single test, covering 100 multiple-choice questions related to investment adviser regulations, securities, and client advisory practices. To sit for the exam, candidates must have a valid Series 7 and SIE. This comprehensive test qualifies individuals as both securities agents and investment adviser representatives, opening the door to careers in wealth management, financial advising, or investment planning.
Wyzant helps learners reach their testing and career goals through expert instruction, hands-on practice, and tailored study plans. With small group and one-on-one lessons, students gain clarity on complex subjects, improve problem-solving skills, and learn strategies to confidently evaluate exam questions. These flexible, budget-friendly lessons empower learners to prepare efficiently while gaining the knowledge and confidence to succeed on the Series 66 exam.
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