Episode
Trusts and Joint Accounts ( Series 65 and Series 66 Exam )
- Podcast
- Series 7 Whisperer
- Published
- Apr 28, 2026
- Duration seconds
- 790
- Processing state
not_requested
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Summary
Send us Fan Mail Trusts, Estates & Joint Accounts | Series 65 and Series 66 Exam Prep Everything you need on trusts, estates, and joint accounts for the Series 65 (Uniform Investment Adviser Law Examination) and Series 66 (Uniform Combined State Law Examination). This topic isn't a huge percentage of the exam, but it's easy points if you know the patterns NASAA likes to test. What this video covers: Joint account types — JTWROS (Joint Tenants with Rights of Survivorship), Tenants in Commo...