Finance

Guide to the Series 7

What is the Series 7 License?• The Series 7 license is awarded to an investment professional when he or she passes the General Securities Representative Exam (more commonly known as the
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Currency Symbols

What are currency symbols?Although we may be familiar with the dollar sign($), may other symbols denote currency in other parts of the world.  Although the dollar sign enjoys wide use,
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Cash Management

What is Cash Management?In banking, cash management is a marketing term for services offered to large business customers or institutions. As a broad term, cash management may be used to
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Immediate Annuities: A Brief Summary

What is an Immediate Annuity?• An immediate annuity is a type of annuity that provides people with a guaranteed source of income for life. All annuities can be classified in of
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Guide to Debt Investments

What are Debt Investments?• A debt investment, is the process of investing in someone or something’s (corporation or government entity) debt
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Fixed Annuities: What to Know

What is an Annuity?• An annuity is a financial instrument that provides fixed payments over a specified period of time. An annuity provides a distribution of finances, earned on an investment
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