Series 24: 3.2.5.3. Wrap Accounts

Taken from our Series 24 Online Guide

3.2.5.3. Wrap Accounts

A wrap account refers to an arrangement where one fee is charged by a broker-dealer for all its services. These services might include the costs of trading, portfolio management, investment advice, asset allocation, and custody of assets.

Wrap accounts tend to be better for clients who trade frequently. Clients who seldom t

+ Read More

More Series 24 Info

What are people saying?

Create an Account

Since you're reading about Series 24: 3.2.5.3. Wrap Accounts, you might also be interested in:

Series 6 - 6.3.5. Settlement Options for Insurance Policies

Series 51 - Definitions

Series 3 - 4.1.6.1.1. Finding Intrinsic Value

Series 24 - 5.8.7. Dividend Payments

Series 53 - 2.2.2.4.6. Municipal Advisor Representative (Series 50)

Series 28 - Unsecured Receivables

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

Studying for the 24 was not easy. I felt Solomon's course materials and online portal prepared me well for passing the exam in the first try. The study material was NOT overwhelmingly thrown together and I found the study program to be manageable and focused. Got me through the study period of about 4-5 weeks. I would recommend Solomon over the other courses.

Ajay A, CT, Series 24

I had tried another learning system before Solomon and walked into the Series 24 unprepared and subsequently failed. After using the Solomon system for three weeks, taking full advantage of the app on my cell phone I walked into my second attempt very prepared for the type of questions I was going to see. Not only did I pass, I did so with confidence. Thanks so much Solomon!

Steven Eisner, Penn Mutual/HTK, Hauppauge, NY

I would just like to say that Solomon’s customer service was excellent. The material was clear and easy to understand and I feel that it prepared me extremely well for my exam. I found the study outline to be the most helpful in keeping me on track. I would definitely refer the material to anyone taking the Series 24. Thank you to the Solomon team for helping me pass my 24!

Tamaqua Roland, Philadelphia, PA

I took my Series 24 on July 28 and passed!! I had not passed 2 prior Series 24 exams and was down to my last attempt. A fellow principal on my team who had not passed his Series 24 his first time told me about the Solomon practice tests and how they helped him. It was such a big help for me passing exam as the questions were structured more like the real exam than any other practice tests I’ve taken. I have since gone to other employees at my firm for other tests, such as the Series 7, SIE among others and have told them about the Solomon test materials and some of them are now purchasing Solomon as well.

Thadius Beavers, Prospera Financial. Dallas, TX.

This is my fourth time using Solomon's exam materials (Series 99, 7, 63, and now the 24)....and I PASSED once again on my first try. Thank you Solomon- your exam question simulator was extremely helpful!

Kim Schmidt, Elmcore Securities, Las Vegas

Just passed the Series 24 on my first attempt. Not an easy exam so put the time in. I used the Video Lectures and the Exam Simulator from Solomon. Great resources of information!

Shawn McClain, Natixis, Charlotte NC