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

Which of the following is permitted to conduct securities transactions without registering as a broker-dealer under the Exchange Act?

  1. AAn individual who matches buyers and sellers for compensation
  2. BA company that executes trades for the public
  3. CAn investment adviser charging transaction-based fees
  4. DA bank engaging in exempted trust activities✓ Correct answer
Explanation

Why DA bank engaging in exempted trust activities

Banks are exempt from broker-dealer registration when conducting certain trust activities. The trap is believing any entity matching trades can avoid registration, which is not the case.

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