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!
04/17 - With the help of a Series 65 Tutor, Michael, Tom, Ryan and Angela 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
08/13 - With the help of a Series 65 Tutor, Emily and Fernando passed the Series 65 Exam
08/13 - With the help of a Series 65 Tutor, Paul and Michael 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:
Consulting Services

  • Question writing for licensing exams
  • Teaching
  • Instructional videos
  • White papers
  • For additional information about Series 65 Exam Tutor's consulting services, please send a note to tutor@series65examtutor.com or call 215-867-9815.

Series 65 Tutor

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. 

How to Pass the Series 65 Exam

by Michael Weiss, CFA on 10/07/12

The difficulty level for the Series 65 Exam is comparable to that of the Series 7 Exam but some students find the 65 especially challenging.  Do the people taking the Series 65 Exam have less experience than those taking the Series 7 Exam?  Actually, the opposite is probably true. Then, what is the deal here? There are a few factors that work against the Series 65 test takers but most importantly, they don't have as much motivation to pass the test compared to people taking the Series 7 Exam.  For many people taking the Series 7 Exam, they need to pass( sometimes on the first try) to stay employed.  Series 65 test takers don't usually have this issue.  Students taking the Series 65 Exam need to find the motivation to study and should approach the test as if their job is on the line.  This is where a Series 65 Tutor can very helpful.  Not only will the tutor help you understand difficult concepts but at the same time, a Series 65 Tutor can help motivate student to study.