Series 14: 8.3.4. Partnership Accounts

Taken from our Series 14 Online Guide

8.3.4. Partnership Accounts

When a partnership opens an account, it must fill out the new account form and provide the member firm with a partnership agreement. The new account form contains personal information about each partner. A partnership agreement states who will have trading authority in the account, and it must be signed by all the partners.

+ Read More

More Series 14 Info

What are people saying?

Create an Account

Since you're reading about Series 14: 8.3.4. Partnership Accounts, you might also be interested in:

Series 14 - 8.3.5. Fiduciary Accounts

Series 79 - Chapter Twelve

Series 50 - Financial Advisors

Series 7 - 3.6.35 Rule G-35—FINRA Arbitration Procedures for Bank Dealers

Series 79 - 8.6.3. For Fixed-Price Offerings

Series 22 - 2.3.3.1. Construction Interest

Series 65 - Exercise

Series 66 - 8.1.7 Exemptions to Issuer and Security Registration

Series 63 - Exercise

Series 7 - 8.2.6.1. Units and Assumed Interest Rate

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

I would like to say a big thank you to Solomon for helping me pass my Series 14 exam. I took this exam the first time and missed passing by few marks. I was really sad and discouraged so reached out to Jeremy Solomon and he really took the time to talk to me and provide his guidance and advice. He also provided me with additional resources immediately to help with my second attempt. I recently passed this exam. Their study material is easy to understand and the Online Exam Simulator also has a lot of questions chapter-wise which were very helpful. Their customer service has been amazing and very responsive. Thank you Solomon. I will definitely recommend Solomon for anyone planning to take this exam.

Rachna Shah, CBRE. Beverly Hills, CA

I passed my series 6 exam due to the Solomon Exam Prep online material and practice exams. Thank you Jeremy Solomon for personally calling and emailing me some tips/advice!

Kevin Lafleur, WoodmenLife, Ville Platte, LA, Series 6

I passed first try! Three hours and forty-five minutes might seem like a long time, but it flew by. The Solomon Exam Prep conditioned me very well. Utilizing the chapter quizzes and practice exams really helped apply my learning, and also helped with time management. (Series 7)

Ryan Thibault, PNC Investments. Lakewood, OH.

I was well prepared from using Solomon. Such much so that I finished early enough to review the questions and my answers, and determine my estimated score. Thanks! Great platform. Highly recommend using Solomon.

Max Thomas. Fort Lauderdale, FL

Solomon Exam Prep was great! I passed my Series 22 with their materials. I failed my first time taking the exam using the Securities Institute of America's material. I was completely shocked because I did well in all my practice exams. So, I did extra research and found Solomon Exam Prep. It was exactly like the FINRA outline which was perfect. Highly suggest Solomon Exam Prep for Series 22.

Becky Eriksson, Cabin Securities. Los Angeles, CA

I passed my exam! The Solomon practice tests were equal or hard than the Series 99 questions which helped me crush it! Solomon was a 10/10 experience and I will definitely recommend it to any friends and work peers. It was lifechanging.

Alyssia Simpson. Denver, CO.