🏦LTB
Series 7: Seeks Business for the Broker-Dealer
Series 7 practice questionmediumMarketing and Prospecting — Advertising Approval

A broker-dealer creates a new marketing brochure describing its services. Before distributing the brochure to retail investors, what is required?

  1. APrincipal approval✓ Correct answer
  2. BFINRA pre-approval
  3. CFiling with the SEC
  4. DState securities administrator approval
Explanation

Why APrincipal approval

Retail communications, such as marketing brochures, must be approved by a registered principal of the firm before use.

Turn it into reps

Reading one answer is not the same as being ready

Lucky the Banker is a free practice app with 755+ Series 7 questions, weak-area tracking, and timed mock exams. No credit card, no paywall.

Related Seeks Business for the Broker-Dealer questions