Series 24: Disclosure Document

Taken from our Series 24 Online Guide

Disclosure Document

Finally, alongside the margin agreement, non-institutional customers opening a margin account must be given a disclosure document explaining the risks of margin trading. This disclosure must be delivered to these margin customers again annually.

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Studying for the 24 was not easy. I felt Solomon's course materials and online portal prepared me well for passing the exam in the first try. The study material was NOT overwhelmingly thrown together and I found the study program to be manageable and focused. Got me through the study period of about 4-5 weeks. I would recommend Solomon over the other courses.

Ajay A, CT, Series 24

Taking the Series 24 class with Karen Solomon this week helped reinforce the data that I learned, and I passed my exam! The material was thorough and the exam simulator was an excellent tool to test your knowledge. Thank you Karen!

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