Series 24: Joint Accounts

Taken from our Series 24 Online Guide

Joint Accounts

A joint account is an account in which more than one party can access and trade in the account. Upon opening a joint account, both parties must sign the new account form, which also operates as a joint party agreement. The joint party agreement specifies the details and rules of the account. Important rules include:

• Both parties are allowed access to the account and may make trades in the account.
• Securities sold from the account must be signed

+ Read More

More Series 24 Info

What are people saying?

Create an Account

Since you're reading about Series 24: Joint Accounts, you might also be interested in:

Series 65 - Altering Reserve Requirements

Series 22 - 6.3. Trading Conduct Rules

Series 53 - Prohibited Broker-Dealer Activities

Series 6 - 5.5.2. ABLE Accounts

Series 66 - 7.2 The Securities Exchange Act of 1934

Series 26 - Registration of Associated Persons

Series 65 - Appendix A

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

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 passed the Series 24 on the first try with an 80%! This was the highest of all of my Series exam scores and I attribute much of my success to Solomon's amazing study materials. The practice exams are spot-on and the video lectures were a great supplement to the readings. I suggest following the study schedule Solomon provides for a successful outcome!

Katelyn H, Las Vegas, NV

Taking the Series 24 class with Karen Solomon this week helped reinforce the data that I learned, and I passed my exam! The material was thorough and the exam simulator was an excellent tool to test your knowledge. Thank you Karen!

Karen Lessard, Concorde Investment Service Frisco, TX

I studied for the Series 24 for two and a half months. I thank God for his grace passed on the first attempt. The exam simulator is superb, it's projection of readiness to sit for an exam is spot on. All the feedback I received on how difficult the test was proved to be very helpful. As a result I over studied and followed the recommended study plan step by step which was key. Thanks again Jeremy and team, Solomon exam prep is the best ;)

Nikita Brown, BMI. Atlanta, GA

I passed my Series 24 with two weeks of nearly full-time study, using the textbook, the online class, and the exam simulator. The textbook was very readable and helpful in providing complete explanations, as well as helpful memorization tips. The online class and pre-recorded sessions were crucial to get through all of the material and put it in relative context. It was helpful to be able to have questions answered instantly and via email afterward. The online simulator questions were just like the exam questions, and the immediate feedback function was essential for learning from the practice quizzes and exam. I needed every minute of my study and practice time to count, and Solomon Exam Prep made it possible. Thank you!

T. Richmond, Bethesda, MD

I would just like to say that Solomon’s customer service was excellent. The material was clear and easy to understand and I feel that it prepared me extremely well for my exam. I found the study outline to be the most helpful in keeping me on track. I would definitely refer the material to anyone taking the Series 24. Thank you to the Solomon team for helping me pass my 24!

Tamaqua Roland, Philadelphia, PA