Series 7 - General Securities Representative Exam

Training Mode

Unit 1 Unit 2 Unit 3 Unit 4

A client has $3400 in net liquid assets; there is no home equity and the client is 43 years old. She has no other assets, equity, or retirement plans. What is a good portfolio mix for this new client's IRA?

100% stocks

A

50% options, 20% stocks, 30% bonds

B

70% stocks, 20% bonds 5% gold ETF, 5% money market fund

C

45% stocks, 30% bonds, 20% Leap Calls, 5% money market funds

D