🏦LTB
Series 79: Section 4
Series 79 practice questioneasyBroker-Dealer Registration

Which of the following activities requires an institution to register as a broker-dealer under the Securities Exchange Act of 1934?

  1. AProviding trust services for clients without executing securities transactions
  2. BActing solely as a municipal advisor without effecting securities transactions
  3. CRegularly buying and selling securities for the accounts of others as part of a business✓ Correct answer
  4. DExtending commercial loans to corporate clients without handling securities
Explanation

Why CRegularly buying and selling securities for the accounts of others as part of a business

Regularly buying and selling securities for others as part of a business constitutes broker-dealer activity and requires SEC registration. The trap is thinking that providing related services without transaction execution is enough to trigger registration.

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