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Series 7: Seeks Business for the Broker-Dealer
Series 7 practice questionmediumMarketing and Prospecting — Social Media Use

A representative wants to use LinkedIn to reach out to potential clients. Which action requires prior principal approval?

  1. ALiking a public post about market trends
  2. BSending a private message with investment recommendations✓ Correct answer
  3. CPosting personal vacation photos
  4. DUpdating their job title on their profile
Explanation

Why BSending a private message with investment recommendations

Sending a message containing investment recommendations is considered a communication with the public and requires principal approval before use.

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