Series 24: 3.2.1.2. Numbered Accounts

Taken from our Series 24 Online Guide

3.2.1.2. Numbered Accounts

A numbered account is an account where only a number or a symbol instead of a name is used to identify the account. A numbered account is used when clients wish to preserve their anonymity; although, account holders are still required to register by filling out a client form attesting to the ownership of the account.

FINRA Rule 3250

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I was very apprehensive about the Series 24 exam prior to taking it. Everyone I knew who had taken it informed me that it was an incredibly difficult test, with questions that were meant to trick you. After following Solomon's six week study outline and making flashcards for my weakest areas, I was averaging in the high 80s on the Solomon practice exams. That gave me the confidence I needed to walk into the test center feeling prepared, and the knowledge I needed to walk out of the test center having scored an 88. I am now recommending the Solomon Series 24 materials to everyone at the office!

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