Series 65: Portfolio Manager

Taken from our Series 65 - NASAA Uniform Investment Advisor Law Exam

Definition of the term Portfolio Manager ...

the entity that manages a mutual fund’s investment portfolio by implementing the board of director’s objectives and policies to choose investments and make decisions to buy and sell. The portfolio manager is usually a company registered under the Investment Advisers Act of 1940.

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The Exam Prep online exams solidified the material in my mind and allowed me to use the timer to think quickly. Although the Series 65 exam is not a race, time is a key factor. I finished the test in about and hour and 10 minutes and then spent 20 minutes going back to review the questions I marked, a couple of which I had to use logic to guess what the terms meant (always dangerous to use logic when it comes to this stuff). After completing I pressed the button to submit it for grading and the whole while my heart was pounding as I thought for sure I failed due to the length of time it took to grade (I am certain the computer was laughing at my getting so many ridiculous questions on one test). Lo and behold when the screen returned I got an 82 and I don't think that I could have done it with out your book and your online tests to hammer the info in to my head. At 45 years of age having been removed from college for to many years it was quite an arduous task especially with out a class and about 2 months to prepare part time on my own. So in a long winded way thanks I am sure I could not have passed the Series 65 without your help.

Roger Vertes, Boston, MA

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Sara Hays, State Farm. Atascadero, CA

Thanks to you I passed the Series 65 exam on my first try. I appreciated your materials and online test bank.

Jeff

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

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Andrea Rivera, ForUsAll. Salt Lake City, UT

Your material was great. I took the Series 65 in March [2010] and passed with a 90%.

Mark S., Baker, Vermont

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Series 65: Portfolio Manager

Taken from our Series 65 - NASAA Uniform Investment Advisor Law Exam

Definition of the term Portfolio Manager ...

Since you're reading about Series 65: Portfolio Manager , you might also be interested in:

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