Series 24: 3.3.2. Transfer And Hold

Taken from our Series 24 Online Guide

3.3.2. Transfer and Hold

The transfer and hold option is for those who wish to have the certificates in their own name but do not want the responsibility of holding them. The securities will be registered in the customer’s name but held for safekeeping by his brokerage firm. The broker-dealer may charge a fee for providing the service.

+ Read More

More Series 24 Info

What are people saying?

Create an Account

Since you're reading about Series 24: 3.3.2. Transfer And Hold, you might also be interested in:

Series 28 - Prime Brokers

Series 24 - Third Market

Series 66 - 4.2.2 Planning for a Specific Event

Series 7 - 14.6.2 Fee-Based Accounts

Series 66 - Right to Receive Dividends

Series 7 - 2.13. Yield Curve Analysis

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

Stick to the plan and pass! 4 times in a row, 7, 63, 24 and now 79. You can't beat the Solomon materials.

Eric Altmann

I used Solomon to sit Series 24 and Series 79, passing with 81% and 88% respectively. Having looked at other material providers, Solomon stands out because of their prompt replies to student questions and the completeness of the answers provided – they are the best out there!

Chris Brice,CFA Bell Potter Cantley, Québec, Canada

I just passed the series 24! It is, by far, the hardest test that I have ever taken. I had failed it 4 times using other study materials. I have never felt more defeated! Solomon Exam Prep is the best! I took over 154 practice tests...without seeing the same question twice. I was able to finally grasp the material and passed! My only regret is that I did not use the Solomon Exam Prep on my first attempt!

Bill Harpe, Capital Choice. Greensboro, GA

I recently passed my Series 24 using Solomon Exam Prep! It was the hardest exam I've taken to date. I found all the practice exams with specific feedback to be the most helpful, though the audiobook was very helpful as well.

Diane Pouliot, RBC, Minneapolis, MN

I passed the 24 the first time with the help of the Solomon materials. The online course and the exams really helped focus in and clarify what was important. I've recommended them to all of my colleagues!

Corrinne Kaucher

I passed my Series 24 today with an 80% thanks to Solomon Test Prep! I found the most benefit from using the practice exams as a learning tool, reading each answer explanation as I went along, regardless of a(n) correct/incorrect response. I found that for this exam, understanding the concepts is equally as important as memorization! Good luck!

Audrey M., Austin, TX