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

Name: Series 6 - Investment Company And Variable Contracts Products Representative Exam
SKU: 1-series-6-2025
Price: 39 USD
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ISBN: isbn:series-6-2025

Series 6 - Investment Company And Variable Contracts Products Representative Exam

Training Mode

Unit 1 Unit 2 Unit 3 Unit 4

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

A fee-based account

A margin account

A bundled account

A wrap account