Account opening | Margin accounts | Brokerage accounts | Achievable Series 7

Series 7

Textbook

1. Common stock

2. Preferred stock

3. Bond fundamentals

4. Corporate debt

5. Municipal debt

6. US government debt

7. Investment companies

8. Alternative pooled investments

9. Options

10. Taxes

11. The primary market

12. The secondary market

13. Brokerage accounts

13.1 Opening accounts

13.2 Account registrations

13.3 Dispute resolution

13.4 Margin accounts

13.4.1 Overview

13.4.2 Account opening

13.4.3 Deposit requirements

13.4.5 Minimum maintenance

14. Retirement & education plans

15. Rules & ethics

16. Suitability

13.4.2 Account opening

Account opening | Margin accounts | Brokerage accounts | Achievable Series 7