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Exam Series 63 All Questions

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Exam Series 63 topic 1 question 180 discussion

Actual exam question from FINRA's Series 63
Question #: 180
Topic #: 1
[All Series 63 Questions]

When a client has purchased securities on margin, the broker-dealer

  • A. may require that the client leave all his securities, even those not purchased on margin, in street name.
  • B. must keep the securities that the client paid cash for separate from the securities that the client purchased on margin.
  • C. may use any securities that the client purchased on margin as collateral for a loan from a bank upon receiving a written agreement signed by the client.
  • D. Both B and C are correct statements.
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Suggested Answer: D 🗳️
A broker-dealer is required to keep any securities a client paid cash for separate from the securities that the client purchased on margin, and upon receiving a written agreement signed by the client-a hypothecation agreement-may use those securities that were purchased on margin as collateral for a loan from a bank. The broker-dealer may not require that a client leave securities purchased through cash transactions in street name.

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