Series 28: Combined Positions In Margin Accounts

Taken from our Series 28 Online Guide

Combined Positions in Margin Accounts

A combined account is an account that contains both long and short positions. To calculate the combined equity within the account, calculate the equity of both the long and short positions and add them together.

Example: Combined Account

John Robert’s account contains the following:

LMV = $65,000

SMV = $20,000

debit balance = $40,0

+ Read More

More Series 28 Info

What are people saying?

Create an Account

Since you're reading about Series 28: Combined Positions In Margin Accounts, you might also be interested in:

Series 65 - U.S. Savings Bonds

Series 3 - 6.1.4. Grain Fundamentals: Wheat and Corn

Series 26 - Unit Investment Trusts

Series 53 - Variable-Rate Demand Obligations (VRDOs)

Series 50 - Prices and Commissions

Series 53 - Interest Payment Claims

Series 24 - The DMM’s Book

Series 54 - Look-Back Provision

Series 50 - Statutory Disqualification

Series 65 - 1.4 Securities Analysis

Series 65 - R-Squared

Series 66 - Reasons for Disciplining an Adviser, IAR, Broker-Dealer, or Agent

Series 24 - Networking Arrangement Guidelines

Series 7 - 10.4.3.1. Customer Age and Time Horizon

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

I wanted to let you know I passed my Series 28 today!! Thanks for great prep materials. I have been working really long hours at my job and it was a challenge finding the time to study. The video lectures proved to be a big help. I’m glad that exam is over!!!

Nikita Brown, BMI. Atlanta, GA

I took this Series 28 today and passed on my first try! I think the practice exams helped a ton, though in general, I would say the actual test seemed (at least to me), more difficult than the practice exams. Either way, couldn't have done it without the Solomon Exam Prep.

Gayle Espinosa. Los Angeles, CA

Last August 2020 I passed the Series 28 on the first try using your materials. I just wanted to drop in and let you know I passed the Series 27 exam today!! I am so happy today as I took the test in Jan of this year and missed it by 3 points. I switched up my focus and really zoned in the most heavily weighted chapters. This is by far the hardest exam I have taken. Thank you Solomon for your excellent study materials. I'll be back when I pass the next one ;)

Nikita Brown, BMI. Atlanta, GA

The Series 79 study materials were fantastic. Thank you!

Cecilia Shea, CPA, Palo Alto, CA

Recently passed the Series 24 Exam. I owe it to the Solomon Exam Prep series. The format of study and testing preparation was easy to follow and comprehend. I had taken the exam before and used study material through a different provider. It did not give me the sense of readiness in the "connection of the dots" and time-management like the Solomon series did. Such a relief to see the word PASS.

Hope Brackin, Cambridge Investment Research, Inc., Auburn, AL

Soloman's practice exams are a powerful tool! Just passed SIE - will be looking to use their other content for the top-off exams very soon. Thank you!

John S. Clearing Firm Charlotte, NC