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 66 - 7.9.3 Registration of Broker-Dealers

Series 53 - Registered Bonds

Series 14 - 4.3.2.3. Price Increases and Special Memorandum Accounts

SIE - Liquidation

Series 79 - 12.4. After the Buyer is Selected

Series 7 - 14.3.3 Trading Authority

Series 28 - Multiple Margin Accounts

Series 52 - 5.2.1. Feasibility Study

Series 7 - 17.4.2.2.1 Price Orders

Series 7 - 6.1.3.3. Additional Fees

Series 52 - 7.3.4. Credit Spreads

Series 27 - Debt-Equity Requirements

Series 52 - 9.2.6. Rejection and Reclamation

Series 27 - Exemptions and Special Provisions

Series 79 - 3.2.2. Earnings per Share

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

The Solomon Series 66 prep material was very comprehensive and practice quizzes and exams helped a great deal to gauge my likelihood of passing the exam

Florence Isaac Chicago, IL

Thanks to you guys, I passed my Series 7 the first time around on Tuesday the 21st. The information given was not only accurate but easy to absorb due to the way the material was set up in your course. I will back to study the Series 66 with you.

Albert Jose, AXA Advisors, Menifee, CA

Karen- I passed the Series 66! I cannot even begin to say thank you enough times. I continue to be impressed and amazed by your program.

Sarah Boone, Wells Fargo, Atlanta, GA

I have taken and passed the SIE, Series 7, and Series 66 using this amazing Solomon study program. Each time, I felt prepared for the exam and confident in my answers. Solomon's study structure and varying mediums of study make it interactive and easy to learn.. It's an amazing deal for the tools received. I would highly recommend this program!

Abbigayle Hanoch, LPL Financial. Ventura, NM

Thank you so much and special thanks to the product you put out!! I did not know about Solomon a year ago when I took the Series 7 and I used another company's material. I did not pass the 7 first time and I was extremely nervous about the 66. However your product was wonderful and thanks to you guys I passed the 66 on my first try!!! Can't thank you enough!!!

Maria Raspa, Merrill Lynch, Wellesley Hills, MA

I sat for the Series 66 on March 16th. I got an 85. I give all kudos to Solomon. The study materials were excellent.

William Crull, Metairie, LA