Series 66: Financial Goals And Strategies

Taken from our Series 66 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 s

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I used Solomon's Online Exam Simulator as a supplement to company provided materials for the Series 7 & 66, passing with scores of 86% & 88%. The online simulator made it easy to study on the go and provided peace of mind of preparedness walking in on test day. Highly recommended.

John Watlington, Merrill Lynch, Raleigh, NC

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Brendan Halick, David White & Associates, Walnut Creek, CA

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Jessica Macci, Goldman Sachs. Albany, NY

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Series 66: Financial Goals And Strategies

Taken from our Series 66 Online Guide

Financial Goals and Strategies

Since you're reading about Series 66: Financial Goals And Strategies, you might also be interested in:

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