FINRA Series 63

Tutor directory

Patient, smart and able to explain any rule, reg or investment in simple English - and in the context of today's investment markets. I held FINRA Series 7, 6, 24, 65, and 4 in management roles with broker/dealers (Fidelity) and wealth managers (Athena Capital, Windrose Advisors). I managed broker/dealer & RIA operations, trading, and client services, with deep knowledge of investments across all asset classes.

https://www.pennyhillexamprep.com/

Private Tutoring for FINRA, CIMA®, and Insurance Licensing Exams. Personalized, one-on-one tutoring backed by 25+ years of real-world financial industry experience and graduate level academic achievement. Complex material made clear — tailored to your timeline.

My career in financial services spans more than 25 years — working across securities, investment management, and insurance. During that time, I earned and maintained licenses across the full spectrum of FINRA and state exams, including the Series 7, 63, 65, 66, 24, 52, and SIE, as well as a North Carolina Life and Health Insurance license.

I pursued my education with the same intensity I bring to tutoring — earning a 4.0 GPA at both the undergraduate and graduate levels, culminating in a Master of Science in Finance. I also hold the Certified Investment Management Analyst (CIMA®) designation, one of the most demanding credentials in the investment advisory profession.

After years in the industry, I found my greatest satisfaction in helping others navigate the licensing process. These exams are challenging — not because the concepts are impossible, but because the material is dense, the stakes feel high, and most candidates are preparing on their own. I change that equation.

My approach is personal, patient, and practical. I meet you where you are, explain things clearly, and make sure you walk into your exam ready — not just prepared, but confident.

Securities Pre-licensing Trainer and Coach for the SIE Series 7, 6, 63, 65 and 66

Tim Ford, CFP®, is a full-time FINRA exam tutor who makes complex topics simple and practical. Known for clear analogies and real-world examples, he helps students connect exam concepts to their actual roles. His strategic, exam-focused approach builds confidence and teaches students how to think through questions the way test writers expect.

My experience in the financial industry spans a period of over 30 years including positions in sales, management and training. I have taken and passed (on the first try) the Series 3, 6, 7, 24, 53, 63 and 65. Throughout my career I have provided extensive training and tutoring on the SIE, Series 6, 7, 9, 10, 24, 63, 65 and 66.

I bring many years experience as a financial professional and college lecturer. Formerly a Series 7 professional with Charles Schwab, Barclays and Putnam Investments. My teaching approach is tailored to your needs.

Studying for a securities exam can feel overwhelming when you’re trying to understand unfamiliar concepts, remember what you’ve learned, and fit study time around work and everyday responsibilities. If you’re unsure where to focus or feel like the material isn’t sticking, personalized tutoring can help you move forward with a clearer plan.

I’m Jhannel Kennedy, Founder and Education Director of YGI Securities Coaching, Ltd. With more than 10 years of professional training experience and a background in financial services, I support students preparing for the SIE, Series 7, Series 63, Series 65, and Series 66.

Together, we’ll focus on your challenging topics, strengthen your understanding, and identify your next study steps alongside your existing materials. Every question is welcome.

I offer new clients a complimentary 20-minute one-on-one online session to discuss your goals, explore how I can support your preparation, and make sure we’re a good fit for each other.

To schedule your complimentary session or a one-on-one online tutoring session, visit the website link on this listing.

Your Path. Our Guidance.

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I make the toughest FINRA exam concepts simple. My sessions are one-on-one and built around your weak spots, using practice questions, real-world examples, and a clear study plan tailored to your test date. I hold the Series 7, 63, and 65 myself, bring a background in finance from PwC, and have years of experience tutoring securities exam candidates. My students go into test day confident and prepared. Whether you’re taking the SIE, Series 7, 63, 65, or 82, I’ll help you get there.

Learn more and book a free 30-minute consult at seriessherpa.com