Series 66: Trust And Estate Accounts

Taken from our Series 66 Online Guide

Trust and Estate Accounts

In addition to individual and business accounts, most financial advisers will also work with trust and estate accounts from time to time. In many ways, these accounts should be thought of as temporary accounts that hold assets for other parties until some condition is satisfied or until some point in the future.

+ Read More

More Series 66 Info

What are people saying?

Create an Account

Since you're reading about Series 66: Trust And Estate Accounts, you might also be interested in:

Series 65 - 2.16.1. Factors Affecting a Bond’s Value

Series 65 - Sole Proprietorship

Series 24 - 4.2.6.1. Regulation M, Rules 101 and 102—Purchasing During Restricted Periods

Series 54 - Look-Back Provision

Series 79 - 2.3.2. Types of Nonsystematic Risk

Series 79 - Function Three

Series 66 - Trading Securities

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

I used Solomon Exam Prep for both the Series 7 and the 66 which I took within a couple of months of each other. I smoked both tests with an 85% and an 88%. Well above the passing score. The books have just enough humor to keep things interesting and the practice tests and quizzes are phenomenal. If you want to get the most out of these programs pound out as many practice test as you can.

K. Nick Thoeni, Gilroy, CA

So, on this exam [Series 66] I used both your material and Kaplan. mainly because the bank had already paid for kaplan and I had grown accustom to your laid back writing style along with a great mp3 version of the book. Anyway, I got a fair amount of questions from both the kaplan material and your material before taking the test. I have to say that your material matched more closely to the test than I ever would have expected. I will be coming back to Solomon exam prep for ALL of my exam prep needs. :-) Thanks!

Marshall Wolfe, Hopkinsville, KY

I could not have passed without your study program Two secrets.... ipad2 and 1400 practice questions. Scored a 78. [Series 66]

Scott Harrison The Standard Woodland Hills, CA

I have been extremely happy with your book series. I was able to pass the Series 66 and Series 65 with flying colors on the first try! Thanks again.

Christian Brown, Financial Decisions Group

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

After hearing horror stories about people struggling and in some cases failing the Series 66, after easily passing the series 7, I invested in both the Series 66 audio book and the Series 66 on-line tests. I passed my Series 66 exam with an 87%!

Mardee Formales, Wells Fargo, San Diego, CA