Series 7 - General Securities Representative Exam

Training Mode

Unit 1 Unit 2 Unit 3 Unit 4

Your new clients, the Jacobsens, are a married couple. They are both planning to retire in the next 1 - 5 years. They have maxed out their 401K contributions at work and are in excellent financial condition. Which type of portfolio mix might you recommend for them?

50% options 50% bonds

A

70% stocks 20 % bonds 10% cash

B

55% bonds 35% stocks 10 % money market funds

C

40% bonds 20% stocks 40 % money market funds

D