Series 66: Portfolio Management Styles And Strategies

Taken from our Series 66 Online Guide

Portfolio Management Styles and Strategies

Based on your view of the theories and hypotheses discussed above, as an adviser, you will need to explain to your clients how you plan to work toward their investment goals.

Two ways of looking at investments to decide if they might contribute positively to a portfolio are fundamental analysis and technical analysis. Recall that fundamenta

+ Read More

More Series 66 Info

What are people saying?

Create an Account

Since you're reading about Series 66: Portfolio Management Styles And Strategies, you might also be interested in:

Series 65 - Yield Spread

Series 66 - Electronic Communications and Social Media

Series 53 - Securities Act of 1933

Series 79 - Hedge Funds and Private Equity Funds

Series 14 - Chapter 3 Practice Questions

Series 14 - 2.2. NMS vs. OTC Securities

Series 65 - Damages and Liabilities

Series 54 - 3.2. MSRB Conduct Rules

Series 26 - Currency and Transaction Reporting

Series 3 - 5.3. Hedging with Spreads

Series 52 - 6.4.2. Using Losses to Offset Gains

Series 66 - 2.1.1.1. Right to Inspect Records

Series 82 - 1.1.2.1.10. Summary

Series 54 - 3.3.4. Pay-to-Play Recordkeeping Requirements

Series 65 - 8.11. Termination or Restriction of a Registration

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

I love Solomon Exam Prep! The materials are comprehensive and simulate the type of questions on the tests. And the staff is so committed to their students' success. Without them, I wouldn't have been able to pass both the 7 and the 66.

Katelyn Hritcko, Elmcore Securities, Las Vegas, NV

Passed the Series 66 on my first attempt. I thought the exam simulator was perfect. The material gave me the confidence I needed going into test day. I will only use Solomon for any other exams I take in the future. Thank you!

Brendan Halick, David White & Associates, Walnut Creek, CA

Solomon exam prep materials are the best! I have passed the SIE, Series 7, and Series 66 in less than 12 months using their materials. Their products are fantastic! The practice exams are excellent, and the probability calculator is spot on. I followed the provided customized study plan and took practice exams (over 20 lol) until my probability calculator was in the green (indicating a higher probability of passing) and the rest is history. There are no shortcuts. You must put in the work and stay disciplined, but the Solomon program WORKS and I would HIGHLY RECOMMEND them to anyone looking for amazing, comprehensive study materials to prepare for industry examinations.

Brandon Collins, Benchmark. Memphis, TN

Karen- I passed the Series 66! I cannot even begin to say thank you enough times. I continue to be impressed and amazed by your program.

Sarah Boone, Wells Fargo, Atlanta, GA

Thank You. Thank You. Thank You. Having the audio, video lectures (with the printable power-point!) and exam simulator in addition to the book really engages you in the material. It becomes a game! I passed the 66 with an 84%.

Colleen Shelly, PNC Investments, Cleveland, OH

Passed the Series 66 today! This program really helped me succeed. The pie charts helped me focus on where I needed to put in more work.

Stephen Rice, Edward jones. Prairie Village, KS