Who We Work With​

Empowering individuals and organizations to achieve financial excellence

Proud Community Partners & Event Sponsors

Individuals

There’s never a bad time to learn about securities! At any age or goal, mastering them is a timeless, recession-proof way to grow your wealth and help others do the same!

Do anything with a Securities License! (And we specialize in way more than that!)

Companies & Groups

We’ve already elevated the portfolios & earnings of top-rated insurance agencies by working with their agents to get licensed in Series 7, 6, 66, 65 & SIE.

Their customers love the new offerings and improved care. Will you create the next ripple in your ocean?

1000+

Students Trained

95%

Pass Rate

10+

Years Experience

50+

Corporate Partners

Our Services

Everything you need to Pass Securities Licensing Exams with Securities Coach

Comprehensive exam preparation with personalized support and proven strategies

Private Tutoring

One-on-one personalized instruction tailored to your learning style and schedule

Study Materials

Comprehensive guides covering all Securities Exams topics and concepts

Practice Exams

Full-length practice tests that simulate the actual Secuities Exam Experience

Test-Taking Strategies

Proven techniques to help you tackle difficult questions with confidence

Online Resources

Access to digital materials and support whenever you need them

Ongoing Support

Continuous guidance until you pass all your Securities Exams

Flexible Learning Plans

Personalized 1:1 instruction with flexible payment options

Starter Program

20 hours and  6 weeks

$2800

Payments plan available

Most Common!

Complete Program

40 hours and  10 weeks

$5600

Payments plan available

Standard Program

30 hours and 7.5 weeks

$4200

Payments plan available

Expert Securities Exam Licensing

Securities Coach specializes in one-on-one tutoring for Securities Exams Licensing. Our personalized approach helps students master the material and pass with confidence.

With flexible scheduling and customized study plans, we adapt to your learning style and pace to ensure your success.

Personalized Instruction

One-on-one tutoring tailored to you

Experienced Instructors

Learn from industry experts

Flexible Schedule

Study at your convenience

What Our Students Say

Join the many professionals who have successfully passed their Securities Licensing Exams with Securities Coach

“I passed my Series 65 on the first try thanks to Securities Coach! The personalized tutoring made all the difference. My instructor was patient, and really understood how to explain complex concepts.”

Sarah Mitchell

Financial Advisor

“After failing the Series 7 once, I was discouraged. Securities Coach gave me the confidence and knowledge I needed to pass with flying colors. The practice exams were especially helpful.”

James Rodriguez

Investment Banker

“The flexible scheduling and one-on-one attention allowed me to prepare for the Series SIE while working full-time. I highly recommend Securities Coach to anyone serious about passing.”

Emily Chen

Stockbroker

“Best investment I made in my career! The study materials were comprehensive and the tutoring sessions were focused exactly on what I needed to learn. Passed on my first attempt!”

Michael Thompson

Portfolio Manager

“I was nervous about the Series 6 and 63, but Securities Coach made the process manageable. The instructor broke down complex topics into understandable pieces. Worth every penny!”

Lisa Anderson

Financial Analyst

“Excellent program! The combination of study materials, practice tests, and expert instruction gave me everything I needed to succeed. I can’t recommend Securities Coach enough.”

David Park

Wealth Manager

Frequently Asked Questions

Your Questions Answered

Everything you need to know about Securities Coach and Securities Exams Preparation.

What Securities Exams do we Teach?

We specialize in a wide range of FINRA and NASAA licensing exams. Our core focus includes the SIE (Securities Industry Essentials), as well as the Series 6, 7, 63, 65, and 66. Whether you are starting your career with the SIE or looking to advance with a principal-level or representative license, our instructors have the expertise to help you master the specific material for your exam.

We believe in a “customized roadmap” rather than a one-size-fits-all approach. Once you sign up, we begin with a Personalized Training Schedule based on your target test date and current knowledge level. We provide access to our learning portals and coordinate 1:1 sessions via Zoom. All sessions are recorded so you can review them at your own pace, ensuring the course moves as fast or as slow as you need.

Our comprehensive tutoring packages are designed to be an “all-in-one” solution for passing your exams. Every plan includes:

  • 1:1 Personalized Instruction: Tailored to your specific learning style.
  • Learning Portals: Access to up to 4 digital portals with study materials.
  • Practice Exams: Full-length simulations that mirror the actual testing experience.
  • Zoom Recordings: Lifetime access to recordings of your private sessions.
  • Test-Taking Strategies: Proven techniques to tackle complex questions and manage “test anxiety.”

Absolutely. The majority of our students are working professionals. Our programs are built for efficiency—helping you “study smarter, not longer.” By focusing on your specific weak areas and providing a structured roadmap, we eliminate the guesswork and wasted study hours, making it entirely manageable to pass your exams while maintaining a 40-hour work week.

Yes. We pride ourselves on having a flexible schedule that adapts to your life. We understand that the financial industry doesn’t always stop at 5 PM, so we offer tutoring sessions during evening hours and on weekends to accommodate your professional and personal commitments. You can “Pencil Me In” for a time that truly works for you.

Ready to Pass Your Securities Exams?

Join the many professionals who have successfully passed their Securities exams with expert guidance. Get personalized tutoring tailored to your learning style and schedule.

Personalized One-on-One Tutoring

Comprehensive Study Materials

Full-Length Practice Exams

Flexible Scheduling Options

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Expert instructors with proven track records • Flexible payment options available