Show:
Brokerage
FILI
Managed Money
Mutual Funds
Wild Card
100
$7.95
What is Fidelity’s Online Trading Commission?
100
When a client is looking for a product with guaranteed income with the potential for that income to grow, this may be a potential solution.
What is MGGI?
100
This product provides tax-sensitive investment management and seeks to increase after-tax performance.
What is FPP?
100
This tool inside Fidelity.com allows you to compare and contrast Fidelity and non-Fidelity mutual funds.
What is Mutual Fund Evaluator
100
What is a good account type recommendation for a client who complains about having high bank account fees?
What is the Cash Management Account?
200
65 are available commission-free on Fidelity.com
What are iShare ETFs?
200
This product creates a fixed lifetime income stream.
What is a GIA?
200
This is an offering through Fidelity for clients that want personalized investment solutions that also offers individual stock and bond selection.
What is WAS?
200
These types of funds usually have lower costs and employ passive management.
What are index funds?
200
Your client mentions that they are looking to start saving for college education for their grandkids. What may be an appropriate solution?
What is a 529 account?
300
This Fidelity online tool allows you to filter through stocks using security type, dividend yield, sector/industry, and other criteria.
What is Fidelity’s Stock Screener?
300
A client that enjoys investing in bank CDs may also be interested in this
What is an SPDA?
300
This product is designed for clients looking for income generated by tax free municipal bonds.
What is Breckinridge Intermediate Municipal SMA?
300
These funds are for investors that want to maintain a targeted asset allocation.
What are asset allocation (or Asset Manager) funds?
300
Some benefits of these are having a large inventory and price transparency.
What is Fixed Income?
400
One resource you can use to find out more about Fidelity Brokerage accounts
What is Trading Commission and Margin Rates, or What is Fidelity.com, or What is myLearning
400
Name two cues and clues that an investor would be interested in a FILI product?
What is entering retirement and need income, or What is concerned with market volatility, or What is seeking to minimize taxes, or What is looking for guarantees.
400
Name three resources available to you on Managed Money products.
What are Fidelity.com, PAS Resource Center, or Portfolio Advisory Services IC?
400
Name one resource available to you which provides more information on Mutual Funds.
What is Fidelity.com, or What is Mutual Fund Evaluator, or What is myLearning
400
This is a solution for investors seeking income primarily through exchange traded funds.
What is BlackRock Diversified Income Portfolio?
500
Name three cues and clues that someone may be interested in a Brokerage account.
What is Investors with trading accounts outside of Fidelity, Investors who ask about trading stocks, or expert independent investors.
500
Name one resource available to you on FILI products.
What is Fidelity.com, or What is FILI Sales Center (if licensed), or What is FILI PC
500
Clients who are successful self-directed investors, with a lot of time on their hands and experience with investing should consider a Managed Money product, true or false.
What is false?
500
Fidelity offers more than 10,000 Mutual funds to choose from, true or false.
What is true?
500
Name two Managed Money Accounts that required a minimum investment of $200,000
What are Fidelity Personalized Portfolios and BlackRock Diversified Income Portfolio?