Series 7 - General Securities Representative Exam

Preview Mode

Your client is a 64 year old woman that is planning on retiring next year. Which of the following choices is a suitable investment for the majority of her portfolio?

Common Stock
A
Balanced Fund
B
Growth Fund
C
Bond Fund
D

Explanations

As the client is approaching retirement, bond funds and money market funds would be most suitable. Since there is no money market fund answer, the best answer is ( D ) - bond fund

Pricing