Alex L.
17 lessons
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I have over 10 years of experience training and tutoring individuals for the Series 66 exam. My background includes working for two major financial firms for 13 years and having taken the exam myself. The Series 66 is intended to...
I have over 10 years of experience training and tutoring individuals for the Series 66 exam. My background includes working for two major financial firms for 13 years and having taken the exam myself. The Series 66 is intended to...
I recently passed my Series 7 and I am happy to give a lot of the credit to Jason. Let me start off by saying he is worth every single penny. I previously used other tutors through Wyzant and a lot of them have preset presentation... - Sean, 3 lessons with Jason
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 am a bond specialist by profession and hold the Series 7 and the Series 66 registrations with FINRA. The Series 63 is the Uniform Securities Agent State Law exam. This exam is designed to qualify candidates as securities agent within the...
I am a bond specialist by profession and hold the Series 7 and the Series 66 registrations with FINRA. The Series 63 is the Uniform Securities Agent State Law exam. This exam is designed to qualify candidates as securities agent within the...
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
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 was an absolutely amazing tutor and I can't say enough great things, he helped me these last few months prepare and pass the Series 7, 63 and 65 exams!! I can honestly say that the amount I was able to learn and grasp through... - Alexandra, 32 lessons with Mark
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.
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
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 S. was a pleasure to work with. She made me feel very comfortable and took her time when explaining how the calculation would work. She has a great personality, and very easy to talk to. I highly recommend her if you are in ... - April
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...
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 graduated from Missouri State University with a degree in Finance with an emphasis in Financial Planning. I have my CFP, and have passed the Series 6, Series 7, Series 63, Series 65, and Series 66 exams. I also have my life and health...
I graduated from Missouri State University with a degree in Finance with an emphasis in Financial Planning. I have my CFP, and have passed the Series 6, Series 7, Series 63, Series 65, and Series 66 exams. I also have my life and health...
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...
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...
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 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...
...registration, reporting and trading activities. In addition, I have helped students preparing on the Wyzant platform for the Series 66 test for two-and-a-half years; feel free to look at their comments and evaluations on my profile....
...registration, reporting and trading activities. In addition, I have helped students preparing on the Wyzant platform for the Series 66 test for two-and-a-half years; feel free to look at their comments and evaluations on my profile....
I highly recommend Rob to anyone preparing for the Series 3 exam. He has an exceptional ability to organize the extensive material and clearly illustrate how the various subjects are interconnected. Rob helped me balance the conc... - Lesley, 28 lessons with Rob
Having passed and taught the Series 66 exam, 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 what you’re learning to the real...
Having passed and taught the Series 66 exam, 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 what you’re learning to the real...
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...
I have passed this NASAA examination. 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.
I have passed this NASAA examination. 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.
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
I know what it takes to help people pass exams. I have rich securities experiences that have enabled me to aid people in passing the Series 66 and 7 exams. I have been fortunate enough to have built a financial company that provides...
I know what it takes to help people pass exams. I have rich securities experiences that have enabled me to aid people in passing the Series 66 and 7 exams. I have been fortunate enough to have built a financial company that provides...
I was studying from material provided to me by the company I am working for and I attempted to take the Series 66 two times and I scored a 67 on my first attempt and a 72 on my second attempt. The qualifying score needed is a 73. ... - Mark, 7 lessons with Ada
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,...
I am a former financial services professional with years of experience with registered Broker/Dealers including Northwestern Mutual in the Chicago area. I have held numerous NASD and NYSE principal certifications including: series SIE, series #4...
I am a former financial services professional with years of experience with registered Broker/Dealers including Northwestern Mutual in the Chicago area. I have held numerous NASD and NYSE principal certifications including: series SIE, series #4...
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
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...
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 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 hold an MBA in Finance and the Certified Investment Management Analyst certificate which is highly recognized for investment advisors. Additionally, I had the FINRA series 7 and 66 with top percentile passing score. I was also a go...
I hold an MBA in Finance and the Certified Investment Management Analyst certificate which is highly recognized for investment advisors. Additionally, I had the FINRA series 7 and 66 with top percentile passing score. I was also a go...
Qualifications For Series 66 Over 20 years’ experience as a Financial Advisor at Morgan Stanley and AIG Passed at first attempt: Series 7, 63, 66, 65 and 57 Successful tutor for students at: Morgan Stanley, Merry Lynch, and...
Qualifications For Series 66 Over 20 years’ experience as a Financial Advisor at Morgan Stanley and AIG Passed at first attempt: Series 7, 63, 66, 65 and 57 Successful tutor for students at: Morgan Stanley, Merry Lynch, and...
This was my " Third Attempt” and I was almost ready to give up. I had studied 3 times more than was required to pass the series 65 and I still had 2 previous failed attempts. At this point, I felt that I was very good at recog... - Joshua, 9 lessons with Mark
I have been tutoring the FINRA Series 66 exam for the past six years with excellent results. My primary clients are from J.P. Morgan, Merril Lynch, Wells Fargo and many of the major wirehouses located on Wall Street in NYC. I am...
I have been tutoring the FINRA Series 66 exam for the past six years with excellent results. My primary clients are from J.P. Morgan, Merril Lynch, Wells Fargo and many of the major wirehouses located on Wall Street in NYC. I am...
While working at Goldman Sachs I passed the SIE, Series 66, and Series 7 on the first attempts. I formulated a strategy to assist in learning the subject matter and recalling it for the test. I'd like to help you do the same while...
While working at Goldman Sachs I passed the SIE, Series 66, and Series 7 on the first attempts. I formulated a strategy to assist in learning the subject matter and recalling it for the test. I'd like to help you do the same while...
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.
17 lessons
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