Series 7 - General Securities Representative Exam

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Isaac has a portfolio of securities with a lot of cash in a money market fund. He likes to have a large portion in cash as he wishes to travel extensively very soon. Which of the following investments would you LEAST likely recommend?

A Gas and Oil Partnership
A
Small-cap Stocks
B
Blue-chip Stocks
C
ETFs
D

Explanations

Oil and gas partnerships are not a very liquid investment and may have lockup periods. Since Isaac needs cash for extensive traveling very soon, the other 3 are better choices, as they are more liquid

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