Series 66: 9.2.4. Wrap Fees

Taken from our Series 66 Online Guide

9.2.4. Wrap Fees

A wrap account is an arrangement where one fee, known as a wrap fee, is charged by a broker-dealer for all of its services. These services might include the trade execution, portfolio management, investment ad

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Hi Jeremy & Karen, I just passed my 66 today! I'm so thrilled! I had an interruption of my studies a few weeks back due to some distracting issues, but I got back on track, focused hard on the book, the practice quizzes and exams, and I made it! I'm a true believer in the value of your study materials. I'd recommend your firm's materials to anyone that wants to pass the first time they take these really challenging exams. Now I've got my Series 7 and my Series 66, and I did it with the terrific support of this Exam Prep. Thank you for these great study materials.

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