Series 22: Fiduciary Account

Taken from our Series 22 Top-off Online Guide

Fiduciary Account

Fiduciary accounts are accounts where a third party manages the account for a client. The third party is called the fiduciary. A fiduciary may be an investment adviser, bankruptcy trustee, executor of an estate account or trust account, or guardian of a minor account. Fiduciaries have a duty to put the accountholder’s interests before their own.

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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

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Eric Stroehle, Steelwater Wealth Management. Oakville, CT

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