Series 65 Tutor
Series 65 Exam Tutor 
A Coast to Coast Series 65 Tutor and Tutor for other Licensing Exams
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Get private Tutoring for the Series 65 Exam, the Series 7 Exam, the Series 6 Exam, the Series 66 Exam and the Series 63 Exam




News!
05/17 - Series 65 Tutoring helped Angela pass the Series 65 Exam
04/17 - With the help of a Series 65 Tutor, Michael, Tom, Ryan passed the Series 65 Exam
03/17 - With the help of a Series65 Tutor, Amy passed the Series 65 Exam
02/16 - Series 65 Tutoring helped Joe and Jeff pass the Series 65 Exam
12/16 - With the help of a Series 65 Tutor, Gretchen passsed the Series 65 Exam
11/16 - With the help of a Series 65 Tutor, Randy passed the Series 65 Exam
10/16 - Series 65 Tutoring helped Joe pass the Series 65 Exam
08/16 - With the help of a Series 65 Tutor, Victoria passed the Series 65 Exam
07/16 - With the help of a Series 65 Tutor, Bob passed the Series 65 Exam
06/16 - Series 65 Tutoring helped Elizabeth and Darlene pass the Series 65 exam
05/16 - With the help of a Series 65 Tutor, Steve passed the Series 65 Exam
04/16 - With the help of a Series 65 Tutor, Ryan, Jeremy and Melissa passed the Series 65 Exam
03/16 - With the help of a Series 65 Tutor, Marty and James passed the Series 65 Exam
01/16 - Series 65 Tutoring helped Craig pass the Series 65 Exam.
11/15 - With the help of a Series 65 Tutor, Matt and Eric passed the Series 65 Exam
06/15 - With the help of a Series 65 Tutor, Bryn, Nathan and Neil passed the Series 65 Exam
05/15 - Series 63 tutoring helped Jason pass the Series 63 Exam
11/14 - With the help of a Series 65 Tutor, Don passed the Series 65 Exam.
08/14 - Series 65 Tutoring help DeMo, Bob and Leslie pass the Series 65 Exam.
05/14 - With the Help of a Series 65 Tutor, Walter passed the Series 65 Exam.
04/14 - With the help of a Series 65 Tutor, James and Andrew passed the Series 65 Exam.
03/14 - Series 65 Tutoring helped Zack and Mike pass the Series 66 Exam.
02/14 - Series 65 tutoring helped Jason pass the Series 65 Exam.
01/14 - With the help of a Series 65 Tutor, Alec passed the Series 65 Exam.
12/13 - Series 65 Tutoring helped Nelia pass the Series 65 Exam
10/13 - With the help of a Series 65 Tutor, Emily and Fernando passed the Series 65 Exam
09/12 - Series 7 Exam Tutor helped Neil, Sarah, Jim, Angela and Alexander pass the Series 7 Exam
€‹02/12 - Series 65 Exam Tutor begins working with students via TutorSelect.com
02/12 - Series 65 Exam Tutor partners with a leading exam prep provider to supply educational content for the series 65 exam
12/11 - Series 65 Exam Tutor begins working with students via Tutorhero.net and Wyzant.com.


Series 65 Exam Tutor is hiring Series 65 Tutors
  Series 65 Tutor positions are available in the following locations:
Welcome to Series 65 Exam Tutor!  

Series 65 Exam Tutor offers private Series 65 Tutoring as well as tutoring for the series 7 exam, the series 6 exam, the series 66 exam and the series 63 exam. As a tutor for FINRA and NASAA licensing exams, we know how important it is for students to pass their exams on the first try. Our Series 65 Tutors serve as a coach as well as a tutor. Some series 65 exam test takers work full time and find it challenging to allocate the hours necessary to pass the exam. A Series 65 Tutor can help motivate students to study.

As a Series 65 Tutor, Series 65 Exam Tutor emphasizes comprehension rather than memorization. In order to pass the series 65 exam, you need to understand the material. There is substantial overlap between the series 65 exam and the series 7 exam. The series 65 exam also covers the Uniform Securities Act and related content, which is not covered on the series 7 exam. Unless waived, passing the series 65 exam is a requirement for an investment professional to operate as an investment adviser representative. There is even more overlap between the series 65 exam and the series 66 exam.  It is important to note that in order to pass the series 65 exam, you need 72% while one needs 75% to pass the series 66 exam. A Series 65 Tutor can help you pass the test by recommending the best materials, explaining the key concepts and working with students on complex problems. 

Below is a breakdown of the topics for the Series 65 Exam:

1. Economic Factors and Business Information       20 Questions (15%) 
​2. Investment Vehicle Characteristics                       32 Questions (25%)
3. ​Client Investment Recommendations/Strategies   39 Questions (30%)
4. ​Laws, Regulations, and Guidelines, including      39 Questions (30%)
Prohibition on Unethical Business Practices                 

For a more detailed breakdown of the topics on the series 65 exam, please visit the link below: (Effective 7/1/2016)      

http://nasaa.cdn.s3.amazonaws.com/wp-content/uploads/2016/02/Series-65-Test-Specs.pdf


The primary instructor, Michael Weiss, CFA, has twenty years of investment experience with the majority of this time spent working as either a portfolio manager or as an investment analyst. In addition, Michael has an undergraduate degree in finance as well as an MBA in finance and is a CFA charterholder. Michael has passed the series 65 exam, the series 6 exam, the series 7 exam and the series 63 exam with scores as high as as 94%.  Series 65 Exam Tutor also offers online and in-person tutoring for finance courses.

Series 65 Tutor

Series 65 Tutors

by Michael Weiss, CFA on 08/08/17

Issues to consider when seeking the services of a Series 65 Tutor:

 1. Scores on exams. Some tutors will not tell you what they scored on the Series 65 exam or other exams (That is assuming they took and passed the series 65.  My guess is that the scores were not very high. 

 2. Check into the background of the Series 65 Tutor, both professionally and academically.  If you can not verify their experience, you should be skeptical. Also, look for Series 65 Tutors who have completed the CFP program or who are CFA charterholders

 3. Google them and investigate (if they give you enough information to look them up).  The investment business has its share of people with less than admirable backgrounds 

 4. Avoid any Series 65 Tutor who implies you are guaranteed to pass an exam. This sounds very tempting but you should be very skeptical about anyone who uses language like this.  Not everyone will pass an exam

Series 65 Classes

by Michael Weiss, CFA on 06/13/15

Passing the Series 65 Exam can be challenging for some people.  Most people we work with who take the 65 exam have very little investment experience.  Many of these test takers have insurance experience but not much exposure to investments. Compounding the challenge is people who take the Series 65 Exam are often not required to take any other investment exam such as the Series 7 Exam.  It is not unusual for us to start working with people after they have been unsuccessful on multiple exams.


Series 65 Exam Tutor provides one on one tutoring for the Series 65 Exam. We can also provide Series 65 Classes upon request. A Series 65 Class can be a cost effective way for firms to get extra help for multiple people taking the Series 65 Exam. 

The owner and primary instructor, Michael Weiss, has nearly 25 years of investment experience along with two degrees in finance and is a CFA charterholder.  

Series 65 Tutor Insight - The Diminimus Exemption

by Michael Weiss, CFA on 02/23/14

Most students know that there is a registration exemption for certain investment advisers and their reps.  STATE  investment advisers/reps with no office in a state and who have 5 or fewer clients in that state are generally exempt from registration in that state.  This diminimus exemption does not apply to broker dealers.  Although, some states have enacted diminimus exemptions for broker dealers. With that said, this exemption for broker dealers is NOT in the Uniform Securities ACT or related model rules. Broker dealers have to register in a state if they meet the definition of broker dealer, even if you they only deal with one client.

Improve Your Score with a Series 65 Tutor

by Michael Weiss, CFA on 02/07/14

The Series 65 exam is a difficult exam that qualifies an individual to be an investment adviser representative.  It can be challenging for someone without investment experience or an academic background in finance to be successful on this test. It is not unusual for someone to seek our help after failing the series 65 exam multiple times.  In order to be successful on the exam, you need to have an advanced understanding of investments and portfolio management.  This is where a Series 65 Tutor with academic as well as hands on experience can help you.  The owner of this company worked as an investment analyst and managed portfolios for companies like Merrill Lynch Investment Managers and Wachovia Bank (Now Wells Fargo)

Series 65 versus Series 66. Which one should I take?

by Michael Weiss, CFA on 08/30/13

Many students are unsure as to which exam to sit for; the Series 65 or Series 66. Conventional wisdom suggests that the level of difficulty is the same for the Series 65 and Series 66.  While it is true that the questions might be of comparable difficulty, the passing scores are not the same.  You need a 75% to pass the Series 66 while you need a 72% to pass the Series 65.  Three points does not seem like a lot but that margin could be the difference between passing and failing the Series 66. It is not unusual to score in the the low to mid 70's on the Series 66.  These are challenging exams and as a result, very few people, score in the 90s on these exams! You might also want to consider your strengths and weaknesses in terms of the content.  On the Series 66, there is greater emphasis on the laws and regulations compared to the Series 65.  The Series 65 has a greater emphasis on investment topics.  Lastly, you should consider getting a Series 66 or Series 65 Tutor.