Series 24: Fiduciary Accounts

Taken from our Series 24 Online Guide

Fiduciary Accounts

Fiduciary accounts are accounts where a third party manages the account for a client. The third party is called the fiduciary. Fiduciaries may be investment advisers, bankruptcy trustees, executors of estate accounts or trust accounts, or guardians of minor accounts. They come in several types:

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After trying numerous study materials, Solomon was the key to pass my Series 24. The live class was a perfect complement. Thank you Karen for your assistance!

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