🏦LTB
Series 7: Seeks Business for the Broker-Dealer
Series 7 practice questionmediumCommunications with the Public (Retail and Institutional) — Social Media Recordkeeping

A registered representative posts market updates on her personal Twitter account, which is used to communicate with clients. What is the firm's obligation regarding these posts?

  1. AMust treat posts as business communications and retain records✓ Correct answer
  2. BOnly monitor if the posts are about specific securities
  3. CNo obligation since it's a personal account
  4. DFile all posts with FINRA within 10 days
Explanation

Why AMust treat posts as business communications and retain records

Firms must retain records of any business-related social media communication, regardless of whether it's on a personal or firm account.

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