Series 66: 4.1.3.1 Trust And Estate Accounts

Taken from our Series 66 Online Guide

4.1.3.1 Trust and Estate Accounts

In addition to individual and business accounts, most financial advisers will also work with trust and estate accounts from time to time. In many ways, these accounts should be thought of as temporary accounts that hold assets for other parties until some condition is satisfied or until some point in the future.

+ Read More

More Series 66 Info

What are people saying?

Create an Account

Since you're reading about Series 66: 4.1.3.1 Trust And Estate Accounts, you might also be interested in:

Series 7 - 8.2.5. Exchanges

SIE - 3.6. Exchange-Traded Notes (ETNs)

Series 51 - Nominal Yield

Series 28 - When-Issued Contracts

Series 65 - 5.2.3.4 Current Investments

Series 66 - 3.7.3.4. Considered a Security

Series 65 - 1035 Exchanges

Series 53 - 5.2.3.2. Subject Quotation

Series 65 - The Balance Sheet

Series 50 - Continuing Disclosure Agreement

Series 66 - Standard Deviation, Range, and Correlation

Series 53 - Supervisory System

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

The Pass the 66 book/audio series, as well as the timely responses I received from the professor, all led to my success in passing the Series 66. This is a test that must be taken seriously, and does just that.

Jason Abbamonte, Charles Schwab, Naples, FL

Thank You. Thank You. Thank You. Having the audio, video lectures (with the printable power-point!) and exam simulator in addition to the book really engages you in the material. It becomes a game! I passed the 66 with an 84%.

Colleen Shelly, PNC Investments, Cleveland, OH

I have been extremely happy with your book series. I was able to pass the Series 66 and Series 65 with flying colors on the first try! Thanks again.

Christian Brown, Financial Decisions Group

I just passed the Series 66 exam and found that the Solomon Exam Prep materials are the way to go when preparing for this exam. The advice given from the get-go is spot on; if you think you can cram for this course, forget it. Use the materials as advised and you'll do well. The format of the practice exams closely simulate the way the questions are presented on the test itself. I had 2 prep materials, Solomon's and another and I honestly believe Solomon's was the one that helped the most.

Julio Revuelta, Wealth Management Firm, Miami, FL

I successfully passed the series 66 test yesterday! I could honestly say it was one of the happiest days of my life! I want to personally thank the excellent staff at Solomon exam prep! They are so knowledgeable and when I asked questions, they always went over the top with explanations and even sometimes creating charts for me to break down the concept. I felt really well served by this group. If you are looking for a company to help you succeed, you have found it Within Solomon exam prep team!

Shirley Antonini. Schuylkill Haven, PA

I actually took the test (Series 66) in November and passed! I purchased the book and bought access to the online tests and found both invaluable. The book provided a good basis for knowledge, and taking the tests over and over gave me the logic of what the test writers were seeking.

Erik Cooper, Dallas, TX