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 22 - Registration Statement and Prospectus

Series 52 - Rule G-10—Investor Client Education and Protection

Series 79 - Communicating about a Proposed Deal before Registration Statement is Filed (Rule 165)

Series 7 - 14.9.1 Account Transfers

Series 63 - Fees

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

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

The Pass the 66 book/audio series, as well as the timely responses I received from the professor, all led to my success in passing the Series 66. This is a test that must be taken seriously, and does just that.

Jason Abbamonte, Charles Schwab, Naples, FL

I passed the Series 66 with an 82 after just a few weeks of serious studying, thanks to the Solomon Exam Simulator and study calendar! I would (and do) recommend Solomon Exam Prep to everyone!

Janie Richards, Kestra Financial, Austin, Texas

I passed my 66 with an 83%. The main method of studying was the mp3 that I downloaded and listened to on my commute to and from work. The audio book was the reason I did well. Thanks!

Eric Dicken, BB&T Investments, Winterville, NC

Your Pass the 7 and Pass the 66 training manuals were really well written and the generous dose of sarcasm was excellent. I would recommend your materials to anyone who needs to take these exams.

Jacob Clevenstine, Strategic Wealth Management Group, Madison, WI

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