Series 66: Blanket Recommendations

Taken from our Series 66 Online Guide

Blanket Recommendations

A blanket recommendation is when a firm or financial professional makes a recommendation to all their customers or clients to buy or sell a particular security. Since a blanket recommendation does not consider whether the action is suitable for each individual customer, making such a recommendation is generally a bad idea, and therefore prohibited.

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Jeremy and team, thank you for your excellent study materials and your availability to provide guidance and feedback as I was able to pass my Series 66 on the first try... The most telling confirmation your training materials are top notch... when I sat for my exam, once the test started and I read the first question, I instantly knew from my studies using the Solomon training, I was going to handle the test. Being able to sense this from the first question was more than comforting. Thank you again!

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Rebecca Spadafore - Financial Advisor, LPL Financial. Meadville/Erie Area, PA SIE, Series 7, Series 66