Series 65: 5.1.3.1. Trust And Estate Accounts

Taken from our Series 65 Online Guide

5.1.3.1. Trust and Estate Accounts

In addition to individual and business accounts, most financial advisers will also work with trust and estate accounts from time to time. In many ways, these accounts should be thought of as temporary accounts that hold assets for other parties until some condition is satisfied or until some point in the future.

+ Read More

More Series 65 Info

What are people saying?

Create an Account

Since you're reading about Series 65: 5.1.3.1. Trust And Estate Accounts, you might also be interested in:

Series 53 - Exercise

Series 52 - Rule G-43—Broker’s Brokers

Series 65 - Loans During the Accumulation Phase

Series 66 - Regulation of Investment Adviser Representatives

Series 66 - 2.4.15.3. STRIPS (Separate Trading of Registered Interest and Principal of Securities)

Series 24 - 3.8.5. Management Company Rules

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

I began the process of studying for the Series 65 in October of 2013. I studied with two other exam prep companies. The result, a 70% each time.

Then, I bought Solomon’s Exam Prep 65. As I did with the other two, I went step by step, and when it said I was ready I sat for the exam! Boom! 80%, passing all four sections at once! So if you’re surfing the internet right now wondering who to go with….STOP….Solomon’s is the right choice for today’s professional to get the licensing you need done the first time, not the third!

Shad Johnson, The Mueller Companies, Canon City, CO

I want to thank Solomon Prep for helping me to pass the Series 65.

Nelson Coleman, Saint Louis, MO

I truly wish I had tried Solomon Exam Prep earlier! Started studying for the Series 65 exam with a different company and missed passing the test by 4 questions. I was pretty disappointed because my study materials, especially the quiz generator, weren't a great reflection of what the test would actually be like. But Solomon's Exam Simulator was the KEY to passing my second go-around! Questions were very similar to the actual exam and I managed to boost my score by 10% from the first time, only using the Solomon materials for less than a week! HIGHLY recommend this to anyone in need of 65 materials!

Hannah Cash, Denali Wealth Management, Indianapolis, IN

I loved using Solomon Exam Prep. I used Solomon for 1 month and passed my Series 65 exam. I had previously used Kaplan and failed the same exam. I feel as if Solomon provided significantly better Exam prep and technology in a more concise manner than any other system I have used. Thank you for such a great service.

Mackenzie Abbate Knights of Columbus Slidell, Louisiana

I'm an auditory learner. Ordering the audio files was most helpful and I passed today with no worries.

Michael Freemire, Cambridge Advisors, Englewood, CO

The material and website were very well organized and thorough. I felt I was prepared for the actual, real test when I took it because I had gone through their range of questions with all the practice tests that I could do on their website, covering every topic, approached with different angles.

Stacey Sperry, Durham, NC

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

Series 65: 5.1.3.1. Trust And Estate Accounts

Taken from our Series 65 Online Guide

5.1.3.1. Trust and Estate Accounts

Since you're reading about Series 65: 5.1.3.1. Trust And Estate 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 →