Series 65: 5.2.2.5 Time Horizon

Taken from our Series 65 Online Guide

5.2.2.5 Time Horizon

Time horizon is important when planning a client’s portfolio.

An investor with a short time horizon may not have sufficient time to recover from an investment misstep. Moreover, an individual with a short investment horizon may need to have his money available to use quickly, requiring liquid investments. A portfolio for an investor with a short-term horizon might consist of short-term debt securities, bank savings accounts, and money-market funds.

An individual wit

+ Read More

More Series 65 Info

What are people saying?

Create an Account

Since you're reading about Series 65: 5.2.2.5 Time Horizon, you might also be interested in:

Series 28 - Advances and Loans

Series 65 - Section Two

Series 24 - 4.3.1.1. SEC Rule 145: Transactions That Do and Don’t Require Registration

Series 66 - Timing Mutual Fund Purchases

Series 7 - 17.4.2.2.2 Time Orders

Series 27 - Trading Ex Interest

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

Well, I finally was able to take my Series 65 and passed with an 85%. I think that the combination of your Series 65 text along with our other vendor made all the difference. It was good to have an additional reference for clarity and in some cases more detailed and straight forward discussion. Thank you for the materials.

Alesia Mullis, Churchill Financial, Louisville, KY

I successfully passed the test [Series 65] thanks to you guys!!!!

Chad Cook, Old West Investment Management, Los Angeles, 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

Thank you Solomon, 87% on the series 65. I thought I was nervous showing up to the exam, but the material was well above par. thanks again

Matt Callahan

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

David G., San Francisco, CA

I recently passed the Series 65 exam, really recommend this study material. I used other vendors before with no success; this is the best in the market. Thanks so much!

Mauricio Reyes. Boca Raton, FL

Solomon Exam Prep has moved to Pass Perfect! Contact support to move your account →

Series 65: 5.2.2.5 Time Horizon

Taken from our Series 65 Online Guide

5.2.2.5 Time Horizon

Since you're reading about Series 65: 5.2.2.5 Time Horizon, you might also be interested in:

Ask the Professor

Thanks for being part of the Solomon community!

All securities exam prep and IAR CE courses must now be purchased
at Pass Perfect. Go now →