Series 66: Client Profiles

Taken from our Series 66 Online Guide

Client Profiles

While financial advisers work with relatively few types of accounts (individual, business, estate, etc.), the clients that use these accounts are as uni

+ Read More

More Series 66 Info

What are people saying?

Create an Account

Since you're reading about Series 66: Client Profiles, you might also be interested in:

Series 51 - Authorization and Administration

Series 24 - 4.5.2.2. Static Pool Analysis

Series 24 - 3.3.5. Cash and Mailing Instructions

Series 54 - 2.1. Written Supervisory Procedures

Series 51 - Chapter 7 Practice Question Answers

Series 66 - Business Structures and Business Accounts

Series 82 - 2.1.2. Types of Customer Accounts

Series 66 - Net Capital Requirements for Agents

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

Passed 66 on the first try with flying colors. Solomon materials and advice was spot on. Follow it!

Craig Brand, Capital Financial Services, Nevis, MN

I love Solomon Exam Prep! The materials are comprehensive and simulate the type of questions on the tests. And the staff is so committed to their students' success. Without them, I wouldn't have been able to pass both the 7 and the 66.

Katelyn Hritcko, Elmcore Securities, Las Vegas, NV

Hi Jeremy & Karen, I just passed my 66 today! I'm so thrilled! I had an interruption of my studies a few weeks back due to some distracting issues, but I got back on track, focused hard on the book, the practice quizzes and exams, and I made it! I'm a true believer in the value of your study materials. I'd recommend your firm's materials to anyone that wants to pass the first time they take these really challenging exams. Now I've got my Series 7 and my Series 66, and I did it with the terrific support of this Exam Prep. Thank you for these great study materials.

Howard Silverberg

The Series 66 Exam Prep offered by Solomon Exam Prep is exceptional. I used both the textbook and the exam simulator as my only study materials for the exam and passed with an 88. The Solomon material is written in a way which is easy to understand and digest. The exam simulator was excellent in preparing me with quizzes and full length practice tests to focus on my points on weakness and prepare me for the real thing! I would highly recommend both of these products to anyone!

Luke Bowes, Seymour, TN

I passed my 66 today - thank you Solomon for the assistance and materials. It was incredibly difficult! I wish I had watched the videos even more.

Jessica Koefod

Thank you so much for your great study materials! I have used Kaplan in the past and this is so much better! I used your study materials to get an 84% on my Series 7 and an 85% on my Series 66! Keep up the good work!

Ivan Griffin, Roach, MO