Series 7 - General Securities Representative Exam

Training Mode

Your client is too heavily concentrated in short term bonds in his IRA. There is a large equity rally underway. Your client is 52 years old and has a capital appreciation investment objective with a 14 year retirement time horizon. He wants to participate in the equity market rally. Which may be suitable for your client?

Class B shares of a growth fund
A
OTCQX issues
B
Short puts
C
Class A shares of a balanced fund
D