Series 65: 7.2.1.3 Combined Positions In Margin Accounts

Taken from our Series 65 Online Guide

7.2.1.3 Combined Positions in Margin Accounts

A combined account is an account that contains both long and short positions in it. 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 = $40,000

+ Read More

More Series 65 Info

What are people saying?

Create an Account

Since you're reading about Series 65: 7.2.1.3 Combined Positions In Margin Accounts, you might also be interested in:

Series 53 - Continuing Education Requirements

Series 65 - 2.13.3. Treasury Bills

Series 22 - Supervisory System

Series 14 - 7.3.6. Outside Business Activities

Series 66 - Exemptions from Registration Under the Advisers Act

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

I wanted to thank you for your help several weeks ago. The practice questions were very helpful. I passed the exam (Series 65) on the first try with a solid score.

Alan Heacock, LPL Financial, Bedford, NH

I have passed the SIE, Series 63, and Series 65 all on the 1st attempt. Thank you Solomon Exam Prep! The practice tests are great and really prepare you for the real exam.

Gary Kilanowski. Scottsdale, AZ

I learned the material quickly and passed the Series 65 with flying colors. It was fun to listen while driving, and it was easy to absorb the information—just like being taught by an entertaining young professor!

Chris McConnell, Adondo Corporation, Wayne, PA

I passed the 63 and 65 the practice questions are much more difficult than the actual exam. I would recommend this program to anyone who needs to be challenged and wants to pass the first time out.

David Lewis, Northwestern Mutual, New York, NY

I used Solomon for the 63 and the 65 and PASSED both on 1st try. U will too.

Pavel Jezek, Denver, CO

I did so many practice exams with Solomon and never saw one question twice. The quality of study material is thorough, with a touch of humor, and gives it to you in many formats (visual both on the computer or in book format if you wish), as well as audio that you can listen to in the car, as well as the benefit of videos of actual lectures from professors. I felt as though getting the information in all those formats allowed me to really grasp the information using different senses and facilitated the learning process even further.

Stacey Sperry, Durham, NC