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Series 7: Seeks Business for the Broker-Dealer
Series 7 practice questioneasyCold Calling Rules and Telemarketing — National Do Not Call Registry

What must a broker-dealer do before making a telemarketing call to a new potential client?

  1. AWait for the client to call the firm first
  2. BObtain prior written permission from the potential client
  3. CSend a prospectus before calling
  4. DVerify that the potential client's number is not on the National Do Not Call Registry✓ Correct answer
Explanation

Why DVerify that the potential client's number is not on the National Do Not Call Registry

Firms must check the National Do Not Call Registry and their own internal do-not-call list before making a cold call.

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