Serries 7, SIE, Series 6 Exam Prep Customer Accounts. Series 65/66 exam too.
Автор: Series 7 Guru
Загружено: 2021-03-11
Просмотров: 39708
Описание:
00:00 Opening
0:48 Personal balance sheet
Assets vs liabilities
Working capital
Current ratio
5:18 Know your customer
Balance sheet
Cash flow
7:56 investment objectives
9:38 Non-financial profile
Age, marital status, tax status employment, risk
10:58 Accredited investors Reg D
12:05 Cash account & margin account
14:00 Full vs limited POA
17:10 Primer brokerage account & DVP
19:27 Day trading accounts
4 trades in 5 days
25k min
20:30 Individual accounts
20:49 JTWROS vs Tennant in common
22:56 Practice exam question
24:00 Custodial accounts
UTMA UGMA
27:33 Test question
27:46 Transfer on death
28:50 test question
30:45 Business accounts
Sole prop
General partner
Limited partner
S, C Corps
33:00 Account opening requirements
Trusted account person
35:45 Account changes
36:22 Practice question
38:31 Qualified vs Non-qualified
Taxes and plans
43:12 All about IRA's
45:07 Transfer vs rollover
46:00 Two types of Corporate plans
48:18 Retirement account restrictions
49:19 Roth IRA's
51:40 Practice question
52:25 Tax sheltered annuities
54:33 ERISA
58:52 Conclusion
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