Series 24: Wrap Accounts

Taken from our Series 24 Online Guide

Wrap Accounts

A wrap account refers to an arrangement where one fee is charged by a broker-dealer for all its services. These services might include the costs of trading, portfolio management, investment advice, asset allocation, and custody of assets.

Wrap accounts tend to be better for clients who trade frequently. Clients who seldom trade, o

+ Read More

More Series 24 Info

What are people saying?

Create an Account

Since you're reading about Series 24: Wrap Accounts, you might also be interested in:

Series 63 - Reasons for Disciplining an Agent

Series 24 - FINRA/NASD Conduct Rules

Series 65 - Trust Indenture Act of 1939

Series 65 - Appendix A

Series 22 - Registration Process: Public Offerings

Series 26 - Management Companies: Closed-End Funds

Series 24 - Exemptions from the Registration Process

Series 24 - 5.12. Regulation M, Rule 105

Series 7 - 2.10.4. Eurobonds and Eurodollar Bonds

Series 50 - Denomination and Block Size

Series 14 - 5.1.1. Office of Supervisory Jurisdiction

Series 66 - 4.2.4 Current Financial Status

Series 22 - Approval and Recordkeeping of Public Communications

Series 66 - 1.2.2.1. Holding Period Returns

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

Just passed the Series 24 on my first attempt. Not an easy exam so put the time in. I used the Video Lectures and the Exam Simulator from Solomon. Great resources of information!

Shawn McClain, Natixis, Charlotte NC

I just took the Series 24 and passed with an 80%. I couldn't have done it without the Solomon test simulator.

Joseph Shapiro, Edward Jones Investments, St. Louis, MO

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

I passed my Series 24 today with an 80% thanks to Solomon Test Prep! I found the most benefit from using the practice exams as a learning tool, reading each answer explanation as I went along, regardless of a(n) correct/incorrect response. I found that for this exam, understanding the concepts is equally as important as memorization! Good luck!

Audrey M., Austin, TX

Taking the Series 24 class with Karen Solomon this week helped reinforce the data that I learned, and I passed my exam! The material was thorough and the exam simulator was an excellent tool to test your knowledge. Thank you Karen!

Karen Lessard, Concorde Investment Service Frisco, TX

I watched the videos twice, took notes from them, and took hundreds of practice problems. The test simulator was the best part of the program. I found it helpful that you could go back and look at the questions you missed and use them to help refine what to study. I definitely would recommend the program. Get 85%+ on the practice and you should pass the 24.

Kris Nyden, Seattle, WA

Solomon Exam Prep has moved to Pass Perfect! Contact support to move your account →

Series 24: Wrap Accounts

Taken from our Series 24 Online Guide

Wrap Accounts

Since you're reading about Series 24: Wrap Accounts, you might also be interested in:

Ask the Professor

Thanks for being part of the Solomon community!

All securities exam prep and IAR CE courses must now be purchased
at Pass Perfect. Go now →