Series 65: Capital Gains On The Sale Of Mutual Fund Shares

Taken from our Series 65 Online Guide

Capital Gains on the Sale of Mutual Fund Shares

If an investor sells or exchanges mutual fund shares for a profit, she has to pay a tax on the gain. If she holds the shares for one year or less, she will pay at the short-term capital gains rate, which is her ord

+ Read More

More Series 65 Info

What are people saying?

Create an Account

Since you're reading about Series 65: Capital Gains On The Sale Of Mutual Fund Shares, you might also be interested in:

Series 24 - Managing Investor Risk

Series 65 - 2.11.5. TIPS (Treasury Inflation-Protected Securities)

Series 50 - Bank Loans, Placement Agents, and Financial Advisors

Series 27 - Predispute Arbitration Clause

Series 66 - 1.1.5.3 The Quick Ratio

Series 6 - 1.3.1.1. Electronic Communications and Social Media

Series 7 - 18.2.3. Municipal Securities Rulemaking Board

Series 65 - Administrative Actions

Series 66 - Tax Situation

Series 7 - 3.2.3.1. By Source of Payment

Series 66 - Net Capital Requirements for Agents

Series 14 - 2.9.5. Best Execution and Interpositioning

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

The material and website were very well organized and thorough. I felt I was prepared for the actual, real test when I took it because I had gone through their range of questions with all the practice tests that I could do on their website, covering every topic, approached with different angles.

Stacey Sperry, Durham, NC

I passed my Series 65 today with an 80, first effort! Not only was the material well laid out, but if it's possible, the Solomon prep made the material palatable and understandable. Amazing!!! I have used Kaplan in the past as well as STC, which are both very good, but I chose Solomon because it had audio downloads. With an hour commute, I was able to study during that otherwise wasted time.

Additionally, the "Ask the Professor" and live chat features were excellent!! Questions were answered virtually immediately by personal email from author/owner Jeremy Solomon and he actually called me to help me and cheer me on! I didn't think this kind of customer service and general human kindness existed anymore. He even asked me to let him know personally my results which, thanks to this program, I am on the other side of this very difficult exam.

Thank you Solomon Exam Prep!!!!!

Carol Gallagher, TIAA, Syracuse, New York

I took the Series 65 Exam and passed with a good score. Thank you for all the materials. I did have to put a lot of study time into it but with hard work, your materials and prayer I passed!

Carla Martinez, GoodFuture, Laguna Beach, CA

My third exam passed with Solomon, first the Series 6 and the Series 63, this time the Series 65 - just passed today! Highly recommend for any exam prep you need! Thank you again guys!

Brad Eiden, Nationwide Advisory, Louisville, KY

I passed the 63 and 65 the practice questions are much more difficult than the actual exam. I would recommend this program to anyone who needs to be challenged and wants to pass the first time out.

David Lewis, Northwestern Mutual, New York, NY

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