Series 6 - Investment Company And Variable Contracts Products Representative Exam

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For which type of account does a firm provide a group of services, such as portfolio management and execution?

A fee-based account
A
A margin account
B
A bundled account
C
A wrap account
D
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Explanations

A wrap account is an account for which a firm provides an array of services, such as administration, portfolio management, asset allocation and trading.

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