Series 65: 5.3.4. Portfolio Management Techniques

Taken from our Series 65 Online Guide

5.3.4. Portfolio Management Techniques

Once a portfolio management style or strategy has been selected, advisers need to make sure it is executed in the most effective, least risky way possible. In oth

+ Read More

More Series 65 Info

What are people saying?

Create an Account

Since you're reading about Series 65: 5.3.4. Portfolio Management Techniques, you might also be interested in:

Series 66 - 2.4.1 Bond Ratings

Series 24 - Limit Order Handling Rule

Series 24 - Business Plan

Series 3 - Part One

Series 65 - Bullish Patterns

Series 7 - 12.1.5.1. Agreement Among Underwriters

Series 65 - Exercise

Series 53 - Nonqualified Withdrawals

Series 52 - 4.1.2. A Dealer Market

Series 14 - 6.1.2.4. Bond Offerings

Series 66 - The Quick Ratio

Series 79 - 3.2. Profitability Metrics

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

Passed the 65 with an 80% and the 6 with an 87%. Passed both of them on the first try. I give the credit to Solomon. I've had a lot of my friends try other vendors but they were glad to take my advice and switch to Solomon. This course helps you understand the concepts so you can think out the uniquely crafted questions the actual tests ask. Thanks so much.

Gerald Barnes, Client One, Peoria, AZ

I passed the Series 65 on the first try and I would absolutely give credit to this tool. We all learn in vastly different ways, so having the options available for a study guide, audiobook, video training, flash cards, practice tests - and ALL of the other resources available was critical to my success. I've been out of school for over a decade and remembering HOW to study was hard. I'm so glad I had all of these options.

Ashley Dunning, Inspire Investing. Kansas City, MO

I PASSED. A big thank you to Solomon Exam Prep for breaking down the material for the Series 65 exam into understandable information. I started my exam prep journey with another provider and their material was simply too wordy and full of unnecessary information. I switched to Solomon Exam Prep and the material was easy to follow and I PASSED. Thanks so much for being there for me.

Tammy Gladstone, State Farm Insurance, California, MD

The audio book was fantastic, and I passed the Series 65 on my first attempt. Thank you!

Steve O'Dell, Merrill Lynch, Westchester, NY

I am so happy to say that took my Series 65 Exam and passed on my first attempt! All thanks must go to Solomon Exam Prep and its materials. I read the Study Guide cover to cover 3 times, took notes and took what felt like endless practice quizzes, but I must say that I found the practice questions more difficult than the actual exam! I cannot recommend Solomon Exam Prep enough!

Kevin Blanchard, Meche and Associates. Breaux Bridge, LA

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