Series 65: Financial Goals And Strategies

Taken from our Series 65 Online Guide

Financial Goals and Strategies

Generally, when prospective clients walk into an adviser’s office for the first time, it’s because these individuals have decided to seek help achieving a goal or managing a current situation. Some of the most common needs and situations include:

• Capital preservation
• Income generation
• Investment growth
• Retirement planning
• College and education saving

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I wanted to add my testimonial to the long list of successful test-takers. Passed my Series 65 today on the first try! The materials were well written and made the concepts easier to understand (especially to someone with no background in finance like myself). I was a big fan of the audio format as I have a long drive back and forth to work (other test prep providers did not have this option). The test simulators were also a huge help. Thanks to the folks at Solomon Prep!

Ralph Marshall, High Speed Alliance, Wilmington DE

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