Series 24: 3.3.2. Transfer And Hold

Taken from our Series 24 Online Guide

3.3.2. Transfer and Hold

The transfer and hold option is for those who wish to have the certificates in their own name but do not want the responsibility of holding them. The securities will be registered in the customer’s name but held for safekeeping by his brokerage firm. The broker-dealer may charge a fee for providing the service.

+ Read More

More Series 24 Info

What are people saying?

Create an Account

Since you're reading about Series 24: 3.3.2. Transfer And Hold, you might also be interested in:

Series 66 - Chapter Five: Tax Considerations and Retirement Plans

Series 66 - Whole Life Insurance

Series 79 - A.6.1.2. Callable Bonds

Series 7 - 3.6.1. Rule G-1—Municipals Activities in Banks Must Be Done in a Separately Identifiable Department

Series 79 - Electronic Storage of Records

Series 3 - 1.3.4.5. Circuit Breakers and Price Limits

Series 79 - Conditions

Series 99 - 3.1.14 Sharing in the Profits of Customer Accounts

SIE - Fixed Annuities

Series 63 - 3.1.2.2. Incorporation by Reference

Series 66 - Tax Basis of Gifted Securities

Series 14 - 9.1.2.3. Omitting Prospectus

Series 14 - 6.2.4. Resales of Restricted and Control Securities: Rule 144

Series 7 - 14.4.3. Retirement Accounts

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

Just wanted to say thank you and give you a good review. I actually found that your test questions were harder than the actual exam and the explanations and the ability to create tests of all of my wrong answers helped me focus on my weak areas of the exam. I passed the first time and don't believe I couldn't have done it without your test bank. Thanks again.

Chris Porosky, FL

I used Solomon to study for the 26 and most recently the 24. The material is layered in way that makes it manageable to digest and the instructor response time and explanations are outstanding. I passed both on the first attempt!

Gus Velleco, Allstate, Charleston, SC

Just passed the Series 24 on my first attempt. Not an easy exam so put the time in. I used the Video Lectures and the Exam Simulator from Solomon. Great resources of information!

Shawn McClain, Natixis, Charlotte NC

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

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

I was very apprehensive about the Series 24 exam prior to taking it. Everyone I knew who had taken it informed me that it was an incredibly difficult test, with questions that were meant to trick you. After following Solomon's six week study outline and making flashcards for my weakest areas, I was averaging in the high 80s on the Solomon practice exams. That gave me the confidence I needed to walk into the test center feeling prepared, and the knowledge I needed to walk out of the test center having scored an 88. I am now recommending the Solomon Series 24 materials to everyone at the office!

Janie Richards, Austin, TX