Series 6 - Investment Company And Variable Contracts Products Representative Exam

Preview Mode

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

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.

Pricing