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Series 7: Investment Information & Recommendations
Series 7 practice questionmediumMargin Accounts 6

A customer buys stock on margin for $9,000 and deposits 50%. If the market value later falls to $8,500, the customer’s equity is:

  1. A$4,000✓ Correct answer
  2. B$5,125
  3. C$4,500
  4. D$2,125
Explanation

Why A$4,000

In a long margin account, equity equals market value minus the debit balance. Here, equity is $8,500 - $4,500 = $4,000.

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