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Series 7: Investment Information & Recommendations
Series 7 practice questionmediumMargin Accounts 2

A customer buys stock on margin for $5,000 and deposits 50%. If the market value later falls to $4,500, the customer’s equity is:

  1. A$2,000✓ Correct answer
  2. B$2,625
  3. C$2,500
  4. D$1,125
Explanation

Why A$2,000

In a long margin account, equity equals market value minus the debit balance. Here, equity is $4,500 - $2,500 = $2,000.

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