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SIE: Regulatory Framework
SIE practice questionmediumFINRA Rules - Communications

FINRA rules require all retail communications to be approved by whom prior to first use?

  1. AThe SEC
  2. BFINRA directly
  3. CA principal of the broker-dealer✓ Correct answer
  4. DA registered representative
Explanation

Why CA principal of the broker-dealer

A designated principal at a broker-dealer must approve most retail communications. FINRA and the SEC review communications only in specific cases, not all. Registered reps cannot approve.

Turn it into reps

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