Series 66: Balance Sheet

Taken from our Series 66 Online Guide

Balance Sheet

The balance sheet, or breakdown of what a client owns and owes, is at the heart of both wealth accumulation and wealth preservation. The bottom line of the balance sheet is a client’s net worth, or their assets minus their debts (liabilities). If this bottom line isn’t growing, then no matter how much a client is saving,

Since you're reading about Series 66: Balance Sheet, you might also be interested in:

Solomon Exam Prep Study Materials for the Series 66
Please Enable Javascript
to view this content!