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Wealth Management Glossary

Alphabetical Listing
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K X
P
Par Value
Passive Activity
Payable Date
Per Capita
Per Stirpes
Personal Property
Personal Representative
Physical Certificate
Current TermPortfolio
Power
Power Of Appointment
Power Of Attorney
Precatory Words
Preferred Stock
Prime Rate
Principal
Principal Portfolio
Probate Court
Probate Of Will/Probate
Prospectus
Proxy
Prudent Investor Rule
Portfolio
The combined investment holdings of an individual or an institution.

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