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Series 7: Seeks Business for the Broker-Dealer
Series 7 practice questionmediumCold Calling Rules and Telemarketing — Caller ID Requirements

When a broker-dealer makes telemarketing calls, what must be displayed on the recipient’s caller ID?

  1. AThe broker-dealer’s name and a number that can be called back during business hours✓ Correct answer
  2. BAny number, as long as the representative identifies themselves verbally
  3. CThe registered representative’s personal phone number
  4. DA toll-free number only
Explanation

Why AThe broker-dealer’s name and a number that can be called back during business hours

Telemarketing rules require the display of the firm’s name and a callback number that can be reached during business hours.

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