🏦LTB
Series 7: Seeks Business for the Broker-Dealer
Series 7 practice questionmediumSeminars and Public Appearances — Social Media and Recordkeeping

A representative live-streams her investment seminar on a social media platform. What is her firm's obligation regarding the seminar content?

  1. ASubmit the video to FINRA within 30 days.
  2. BApprove the content in advance and retain records for three years.✓ Correct answer
  3. CNo special requirements apply to social media broadcasts.
  4. DOnly monitor the stream in real time.
Explanation

Why BApprove the content in advance and retain records for three years.

Seminars broadcast via social media are considered retail communications; firms must approve materials in advance and maintain records for at least three years.

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