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SIE: Communications & Sales Practices
SIE practice questionmediumBrokerCheck

Which of the following disclosures would appear on a registered representative's BrokerCheck report?

  1. AA settled customer arbitration award of $15,000✓ Correct answer
  2. BThe representative's personal credit score
  3. CThe representative's personal investment portfolio
  4. DInternal performance reviews from the firm
Explanation

Why AA settled customer arbitration award of $15,000

BrokerCheck displays information from the CRD system including: registration and employment history, customer complaints and arbitrations (settlements of $15,000 or more for reps), regulatory actions, criminal disclosures, and certain financial events like bankruptcies or unsatisfied judgments/liens. It does NOT display personal credit scores, investment portfolios, or internal firm evaluations. The $15,000 threshold for reporting customer complaint settlements on CRD is a key detail for the SIE exam.

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