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.

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