Series 65: Tactical Asset Allocation

Taken from our Series 65 Online Guide

Tactical Asset Allocation

Unlike a strategic asset allocation model, which relies on keeping an optimum portfolio mix to maximize returns, the tactical asset allocation model attempts to time the market, moving in and out of asset classes and sectors based on certain indicator

+ Read More

More Series 65 Info

What are people saying?

Create an Account

Since you're reading about Series 65: Tactical Asset Allocation, you might also be interested in:

Series 65 - 2.1.1.1 Right to Inspect Records

Series 24 - SEC Display and Disclosure Rules: Regulation NMS

Series 65 - 8.10.4.1.1. Agents Representing Broker-Dealers

Series 14 - 7.2.4.1.2. Other Principals

Series 7 - 14.6.4 DVP/RVP Accounts

Series 63 - Chapter 1 Answers and Explanations

Series 82 - Taxing Stock Dividends and Stock Rights

Series 7 - 14.2.2. Institutional Accounts

Series 53 - Summary of the Underwriting Process

Series 65 - Protective Provisions

Series 24 - 2.4.1. Suitability Guidelines

Series 14 - 9.1.4. More Filing Requirements and Review Procedures

Series 82 - 1.2.1.2.7. Research Reports of Broker-Dealers Participating in an Issuer’s Distribution

Series 7 - 16.3.1 Traditional IRAs

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

Special thanks to Solomon for ensuring I pass the 65! Trust in the material and you will pass. I bought multiple resources and by far, Solomon was the best. Thanks again.

Paige Robino, Fisher Investments, Plano, TX

I'm an auditory learner. Ordering the audio files was most helpful and I passed today with no worries.

Michael Freemire, Cambridge Advisors, Englewood, CO

I am so happy to say that took my Series 65 Exam and passed on my first attempt! All thanks must go to Solomon Exam Prep and its materials. I read the Study Guide cover to cover 3 times, took notes and took what felt like endless practice quizzes, but I must say that I found the practice questions more difficult than the actual exam! I cannot recommend Solomon Exam Prep enough!

Kevin Blanchard, Meche and Associates. Breaux Bridge, LA

I wanted to thank you for your help several weeks ago. The practice questions were very helpful. I passed the exam (Series 65) on the first try with a solid score.

Alan Heacock, LPL Financial, Bedford, NH

I had my licenses but I let them lapse after I sold my firm. Now we're starting a new firm and I needed a refresher and studied your book and used the exam simulator. I passed the Series 65 and your materials were a big help. Now I am back for the Series 7 and I want your book, audio book and exam simulator. Thanks for an excellent product.

Jason Luquire Pawleys Island, SC

I passed the Series 65 this afternoon! Your online test simulation was terrific. Thanks so much!

David G., San Francisco, CA