🏦LTB
Series 63: Regulation of Broker-Dealers & Agents
Series 63 practice questionmediumBroker-Dealer Registration — Financial Requirements

The Administrator may require a broker-dealer to maintain a minimum net capital. This requirement is designed to:

  1. AEnsure the broker-dealer can pay dividends to shareholders
  2. BLimit the number of transactions the broker-dealer can process
  3. CProtect customers by ensuring the firm has sufficient financial resources to meet its obligations✓ Correct answer
  4. DPrevent the broker-dealer from expanding to other states
Explanation

Why CProtect customers by ensuring the firm has sufficient financial resources to meet its obligations

Under USA Section 202(d), the Administrator may set minimum financial requirements, including net capital requirements, for broker-dealers. The purpose is investor protection, ensuring the firm has adequate financial resources to meet obligations to customers and to operate in a financially sound manner.

Turn it into reps

Reading one answer is not the same as being ready

Lucky the Banker is a free practice app with 646+ Series 63 questions, weak-area tracking, and timed mock exams. No credit card, no paywall.

Related Regulation of Broker-Dealers & Agents questions