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SIE: Options
SIE practice questionhardOptions - Prohibited Recommendation

A rep encourages a client to purchase uncovered options beyond the client’s stated risk tolerance and financial resources. This is an example of:

  1. AMarket timing
  2. BA hedging strategy
  3. CPermitted in margin accounts only
  4. DA prohibited, unsuitable recommendation✓ Correct answer
Explanation

Why DA prohibited, unsuitable recommendation

Recommending strategies beyond a client’s risk tolerance violates suitability and is prohibited. Suitability applies regardless of account type or investment strategy.

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