Series 66: Exercise

Taken from our Series 66 Online Guide

Exercise

Answer the Following Questions.

1. True or false. Partners, officers, and directors of a broker-dealer must always register as agents of a broker-dealer.

2. True or false. Clerical staff members are always exempt from agent registration requirements.

3. True or false. Agents are not required to meet net capital requirements.

4. _____ is the form which must be filed by a sponsoring broker-dealer or issuer before an agent can be registered.

5. _____ is the form that is filed by a broker-dealer in order to terminate an agent’s registration.

Answers

1. False. Unlike in the case of registration of investment adviser representatives, partners, officers, and directors of broker-dealers are not required to register as agents in al

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