Series 24: 3.3.2. Transfer And Hold

Taken from our Series 24 Online Guide

3.3.2. Transfer and Hold

The transfer and hold option is for those who wish to have the certificates in their own name but do not want the responsibility of holding them. The securities will be registered in the customer’s name but held for safekeeping by his brokerage firm. The broker-dealer may charge a fee for providing the service.

+ Read More

More Series 24 Info

What are people saying?

Create an Account

Since you're reading about Series 24: 3.3.2. Transfer And Hold, you might also be interested in:

Series 66 - Exercise

Series 26 - Communications Filing and Recordkeeping

Series 6 - 4.2.14. Municipal Bonds

Series 52 - 7.3.5. Commodity Prices

Series 66 - C.6 Broker-Dealers

Series 53 - 5.4.2. Reporting Procedures

Series 66 - Whole Life Insurance

Series 14 - 5.2.4.1. Unregistered Persons

Series 14 - 5.1.5.3. Review of Transactions and Correspondence

Series 7 - 17.5.3.1.3 Margin Department

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

Thank you Solomon! I was able to pass the SIE, 7, 63 and 24 in a relatively short time period. The practice exams with answers really helped and when I had a question for The Professor, I always received a quick and accurate response. Solomon is definitely the way to go.

Seth Schader, CCO, Mercer Island, WA

Just wanted to say thank you and give you a good review. I actually found that your test questions were harder than the actual exam and the explanations and the ability to create tests of all of my wrong answers helped me focus on my weak areas of the exam. I passed the first time and don't believe I couldn't have done it without your test bank. Thanks again.

Chris Porosky, FL

As easy and painless as it could ever get (Series 24)!

Francis R., Hong Kong, China

I used Solomon to sit Series 24 and Series 79, passing with 81% and 88% respectively. Having looked at other material providers, Solomon stands out because of their prompt replies to student questions and the completeness of the answers provided – they are the best out there!

Chris Brice,CFA Bell Potter Cantley, Québec, Canada

Between September 18 and December 3, I took exams for the Series 62, 63, 6 and 24. I studied for everything with Solomon, and passed them all on the first try. Solomon’s interactive/Ask the Professor teaching method was extremely helpful in grasping the necessary concepts. What a relief to be done. Thanks, Karen!

Karen H, Dalkeith Group, High Falls, NY

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