Series 26: Institutional Accounts

Taken from our Series 26 Online Guide

Institutional Accounts

As we noted at the beginning of this chapter, institutional accounts are accounts held by:

banks

savings & loan institutions

insurance companies

registered investment companies

registered investment advisers

any individual or business entity with assets in excess of $50 million

Most institutional accounts serve foundations, pension plans, corporations, or local governments. These accounts generally have a fairly limited number of clients and buy and trade in large dollar amount

Since you're reading about Series 26: Institutional Accounts, you might also be interested in:

Solomon Exam Prep Study Materials for the Series 26
Please Enable Javascript
to view this content!