Series 24: Wrap Accounts

Taken from our Series 24 Online Guide

Wrap Accounts

A wrap account refers to an arrangement where one fee is charged by a broker-dealer for all its services. These services might include the costs of trading, portfolio management, investment advice, asset allocation, and custody of assets.

Wrap accounts tend to be better for clients who trade frequently. Clients who seldom trade, o

+ Read More

More Series 24 Info

What are people saying?

Create an Account

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

Series 65 - Additional Fees

Series 7 - 3.2.3.1.3. Double-Barreled Bonds

Series 14 - 4.1.3.2. Introducing Broker-Dealers

Series 14 - 7.2.4.5.1. Failure to Pass

Series 66 - 1.3.1.2.2 Business Risk

Series 26 - Exercise

Series 3 - 6.3.1.2. Limit Orders

Series 24 - Safe Harbor for Statements by Issuers

Series 24 - Branch Office

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

Excited to say I passed the Series 24 the first time I sat for the exam. The course material and exam simulator were paramount in my preparation.

Ben Young, Berthel Fisher. Cedar Rapids, IA

I just took the Series 24 and passed with an 80%. I couldn't have done it without the Solomon test simulator.

Joseph Shapiro, Edward Jones Investments, St. Louis, MO

I stuck to the outline day by day and it really helped me with sticking to a routine and curriculum. I passed the Series 24 on my 1st try! Would definitely recommend this to anyone in the Securities Industry.

Rima Mehta, PNC Investments, Charlotte, NC

Jeremy, I just wanted to take a moment to say thank you so much for your wonderful product! Your study guides helped me pass the 7, 66, 24, 52, and 53 all within 2 and a half months. Thank you again!

Christopher Kriak, Compliance Analyst, PNC Investments, Pittsburgh, PA

I was very impressed with all elements of Solomon's Series 24 offerings. Solomon provided an incredibly organized system for me to utilize, which kept me "on point" and focused. I felt good confidence going into the test because of the structured system that Solomon developed. I would certainly recommend Solomon to anyone that is taking the Series 24.

William Bundy, Bundy Group. Charlotte, NC

I wanted to let you know I passed the exam [Series 24] this morning! The practice exams were invaluable. Thank you for your extra help and suggestions. I have recommended this to two of my co-workers who will be taking the Series 7 this year. I will say, the 24 was worded so tricky. And so much irrelevant info put into the questions. I had to write down pieces of the question to get the gist of what it was asking. Very purposfully confusing. But it's over and I'm thankful for your product. Thx again

Karmen Richards, Multi Financial Securities, Greensboro, NC