Series 65: 5.2.3.4 Current Investments

Taken from our Series 65 Online Guide

5.2.3.4 Current Investments

Looking at the categories on a client’s personal balance sheet is not enough, though. An adviser needs to know the breakdown of what a client owns and where his money is invested, even if those investments are not currently managed by you or your

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My name is Michael Urbanski, CPA and I was able to pass the Series 65 exam on my first attempt. For me, I like to study from all the credible resources I can find. Using exam simulators and exposing yourself to as many sample exam questions helps to learn how an exam is written. I would recommend using these materials to help YOU pass the exams you chose to sit for.

Michael Urbanski, CPA Toledo, OH

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Series 65: 5.2.3.4 Current Investments

Taken from our Series 65 Online Guide

5.2.3.4 Current Investments

Since you're reading about Series 65: 5.2.3.4 Current Investments, you might also be interested in:

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