Series 26: Customer Identification And Verification

Taken from our Series 26 Online Guide

Customer Identification and Verification

The USA PATRIOT Act requires member firms to use a customer’s name, address, date of birth, and Social Security number or tax identification number to independently verify the person’s identity. This verification can be done with a government-issued photo ID, such as a current driver’s license, a passport, an alien registration card, a green card, or another government-issued ide

+ Read More

More Series 26 Info

What are people saying?

Create an Account

Since you're reading about Series 26: Customer Identification And Verification, you might also be interested in:

Series 50 - Oversubscription: Order Priority

Series 79 - Private Equity Funds

Series 26 - Corporate Accounts

Series 26 - Exercise

Series 22 - At-Risk Rule

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

My sincere thanks and appreciation to the team at Solomon. I've used your materials to pass the SIE and Series 6, both on the first try, and today with your help, I have passed the Series 26 exam on the first try as well! Thank you for the excellent materials and assistance!

Kristina Ribali, MWA Financial Services. Ave Maria, FL

The virtual class and the test questions really helped me pass the Series 26. Thank you.

Todd Brubaker, Western & Southern Life, Akron, OH

I am so glad I used the Solomon prep information for my series 26. The simulator is awesome and helped me the most in having success in passing exam. I strongly recommend the materials for anyone taking the 26. Thanks Rosie!

Dan Smoot

I passed the Series 26 today with a score of 82%. Your exam simulator helped tremendously.

Ray Pecharich, Primerica, Sarasota, Florida

I passed the Series 26 exam last Thursday. As a Physician with very limited time to sit and study, I listened to the CDs over and over again as I drove to and from work, and that really helped me. I will be ordering the Series 65 materials soon.

Daniel Asiedu, PFS Investments, Lincoln, RI

I took a job which required me to pass the SIE, Series 6, Series 63 and Series 26. Understandably this was a pretty tall task, but the Solomon Exam Prep materials made it incredibly easy. I appreciated how well all of the material was laid out for all four tests. I stuck to the study plans that were included in the resources and passed all four tests on the first try. This was a stressful time in my life, but Solomon got me through it! I would highly recommend Solomon to anyone who is looking to become licensed. Part of my new job is managing other licensed individuals and I recently hired two employees who are now required to be licensed. I reached out to Solomon for a demo of their Admin Portal and it is wonderfully comprehensive. It allows me to track my employees progress without having to reach out and be too invasive. Excellent all around!

Stephen Carbaugh, StanCorp Equities, Inc. Portland, OR