Series 65: Portfolio Management Styles And Strategies

Taken from our Series 65 Online Guide

Portfolio Management Styles and Strategies

Based on your view of the theories and hypotheses discussed above, as an adviser, you will need to explain to your clients how you plan to work toward their investment goals.

Two ways of looking at investments to decide if they might contribute positively to a portfolio are fundamental analysis and technical analysis. Recall that fundamental

+ Read More

More Series 65 Info

What are people saying?

Create an Account

Since you're reading about Series 65: Portfolio Management Styles And Strategies, you might also be interested in:

Series 24 - Transacting Business on an Exchange

Series 24 - Business Plan

Series 52 - 3.1.1.3. Underwriter

Series 50 - Cost Basis and Adjusted Cost Basis

Series 24 - SEP Plans

Series 65 - Hedging With Protective Puts and Calls

Series 52 - 8.4.2.3.2. Customer Account Transfers

Series 50 - Spending Exceptions

Series 6 - 4.4.4. Short Put

Series 66 - Section Two

Series 7 - 16.6.1. 529 Plans

Series 65 - Exercise

Series 63 - Administrative Actions

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

I recently passed the Series 65 exam, really recommend this study material. I used other vendors before with no success; this is the best in the market. Thanks so much!

Mauricio Reyes. Boca Raton, FL

I loved using Solomon Exam Prep. I used Solomon for 1 month and passed my Series 65 exam. I had previously used Kaplan and failed the same exam. I feel as if Solomon provided significantly better Exam prep and technology in a more concise manner than any other system I have used. Thank you for such a great service.

Mackenzie Abbate Knights of Columbus Slidell, Louisiana

I passed my Series 65 today with an 80, first effort! Not only was the material well laid out, but if it's possible, the Solomon prep made the material palatable and understandable. Amazing!!! I have used Kaplan in the past as well as STC, which are both very good, but I chose Solomon because it had audio downloads. With an hour commute, I was able to study during that otherwise wasted time. Additionally, the "Ask the Professor" and live chat features were excellent!! Questions were answered virtually immediately by personal email and the author/owner Jeremy Solomon actually called me to help me and cheer me on! I didn't think this kind of customer service and general human kindness existed anymore. He even asked me to let him know personally my results which, thanks to this program, I am on the other side of this very difficult exam. Thank you Solomon Exam Prep!!!!!

Carol K. Gallagher TIAA-CREF Upstate New York

Hi Jeremy, I passed! Thanks for all your hard work and support to help me get through the Series 65! I went from scoring a 65 [using a competitor's material] to a 79 percent [with your Exam Prep]. I felt your material covered the exam perfectly. I went out of my way of actually learning instead memorizing. I used the book and the audio book as well as your online test prep. I am glad that is over with! Thanks again, best wishes to you as well.

Bryce Lindley, Sisters, Oregon

Love Solomon, I tried other companies and the ones I used didn't prepare me. Solomon teaches you the concepts and the practice tests helped me pass my Series 65, 63, and the 6 on my first try. I've had no less than four of my friends use Solomon and they have all had similar success. Work hard with the correct study material and you will have success.

Gerald Barnes, Client One, Peoria, AZ

The Series 65 was a tough exam, but thanks to Solomon I passed at the first attempt. The Solomon Exam Prep Course covered every single aspect in detail. The material was not only important to pass the exam, but it is extremely helpful in the job as investment adviser representative.

Isabel Fliss CoreCap Advisors Southfield, MI