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FINRA Series-63 Exam Questions

FINRA Series-63 Exam Questions Answers

Uniform Securities State Law Examination

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FINRA Series-63 Practice Test Questions ( Updated) – Real Exam Questions & Dumps PDF

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FINRA Series-63 Sample Questions – Free Practice Test & Real Exam Prep

Question #1

Today’s edition of the Wall Street Journal carried a front page story regarding a federal lawsuit that has been filed against a software manufacturer for monopolistic practices. The CFO of the company called his broker today and sold some of the shares he owns in the company. Which of the following statements are true?I. The CFO is guilty of illegal insider trading.II. If the agent who effected the transaction for the CFO knew he was CFO of the software company, the agent is guilty of illegal insider trading.III. The broker-dealer for whom the agent works may have its license suspended or revoked if its agent has knowingly executed this illegal insider trade for not having supervised the agent properly. 

  • A. I only
  • B. I and II only
  • C. I, II, and III
  • D. None of the statements is true.
Answer: D
Explanation:
If the CFO called his broker and sold some of the shares he owns today, none of the statements is true. Insider trading is only illegal if the insider trades on information that the public does not yet have. In this case, the information has already been made publicly available, so no one has done anything illegal. Insiders to the company are allowed to buy and sell shares of their firm’s stock as long as they are not acting on private information.
Question #2

Which of the following statements regarding an open-end investment company is not true?  

  • A. Its shares are bought and sold through the company.  
  • B. Its securities are federal covered.  
  • C. Its shares may sell for either net asset value or greater than net asset value, but not below  
  • D. Its shares are bought and sold on exchange floors.  
Answer: D Explanation:
The shares of an open-end investment company are not bought and sold on exchange floors. An open-end investment company is a mutual fund, and its shares are bought and sold through the company. The price per share will be either at net asset value as is the case with a no load fund, or above net asset value, as is the situation with a load fund, when the price is equal to net asset value + the sales charge (load.) Open-end investment company shares are federal covered and, as such, do not need to be registered with the state. 
Question #3

Registration by coordination is provided for by which of the following federal securities acts?  

  • A. Securities Act of 1933  
  • B. Securities and Exchange Act of 1934  
  • C. Investment Advisers Act of 1940  
  • D. Investment Company Act of 1940  
Answer: A Explanation:
The Securities Act of 1933 is the Act that requires that all new securities be registered and provides for registration by coordination. 
Question #4

You execute a stock transaction for a client on Thursday, September 23rd. The settlement date on the order ticket will be

  • A. Thursday, September 23rd.
  • B. Monday, September 27th.
  • C. Friday, September 24th.
  • D. Tuesday, September 28th.
Answer: D
Explanation:
If you execute a stock transaction for a client on Thursday, September 23rd, the settlement date for that trade will be Tuesday, September 28th, which is T + 3, meaning three business days after the trade date.
Question #5

In accordance with the National Securities Markets Improvement Act of 1996, which of the following is a federal covered adviser and, therefore, exempt from registering with the state Administrator?I. An adviser who does business in 26 statesII. An adviser who manages the portfolio of a mutual fund that is registered with the SEC.III. An adviser with $35 million in assets under management    

  • A. All of the selections meet the qualifications of a federal covered adviser.  
  • B. I and II only  
  • C. II and III only  
  • D. I and III only  
Answer: C Explanation:
The advisers described in Selections II and III are federal covered advisers and, therefore, exempt from registering with the state Administrator. An adviser who advises a registered investment company, as in Selection II, and an adviser with over $30 million in assets under management, as in Selection III are exempt. In order to be exempt from registration, the adviser in Selection I would have to be doing business in more than 30 states. 
Question #6

Layered Corporation wants to issue a bond that will have warrants attached. Each warrant gives the holder the right to buy 5 shares of Layered’s common stock at a price stipulated on the warrant. In this instance, Layered must file to register which of the following securities with the state?I. the bondsII. the warrants III. the common stock     

  • A. I only  
  • B. I and III only  
  • C. I and II only  
  • D. I, II, and III  
Answer: D Explanation:
If Layered issues a bond with warrants attached that give the holder the right to buy shares of its common stock, Layered must register all three securities. The bond is being offered for sale with the warrants attached, so both the bond and the warrant are being offered for sale and must be registered. Furthermore, the Uniform Securities Act stipulates that the “sale or offer for sale of the right” to buy another security “is considered to include an offer of the other security.” Therefore, offering the warrant for sale is effectively an offer to sell the stock as well, so the stock must be registered.
Question #7

Your client calls you with a market order to purchase 500 shares of the stock of Oracle and asks when payment will be due. If today is Wednesday, September 15th, you inform the client that payment is due on  

  • A. Monday, September 20th.
  • B. Thursday, September 16th.
  • C. Friday, September 17th.
  • D. Saturday, September 18th.
Answer: A 
Explanation:
: If your client places an order to purchase 500 shares of Oracle on the open market on Wednesday, September 15th, payment will be due on Monday, September 20th. The settlement date for stock transactions is T + 3, which means the third business day after the trade. Saturday is not a business day.
Question #8

To say a security is “exempt,” means thatI. it is exempt from the state’s anti-fraud laws. II. it is exempt from state registration requirements. III. any transaction involving it is considered to be an exempt transaction.     

  • A. I, II, and III  
  • B. I and II only  
  • C. II and III only  
  • D. II only  
Answer: D Explanation: 
To say a security is “exempt” means only that the security is exempt from state registration requirements. It is not exempt from the state’s anti-fraud laws and may or may not be part of an exempt transaction. That is defined by the transaction. 
Question #9

Alice Wonder called her broker on Tuesday, August 10th, with a market order to buy 10 calls on the stock of Abbott Laboratories. Under normal conditions, Alice will have to pay for the calls on

  • A. Wednesday, August 11th.
  • B. Tuesday, August 10th.
  • C. Friday, August 13th.
  • D. Monday, August 16th.
Answer: A
Explanation:
If Alice places a market order to buy call options on Tuesday, August 10th, she will have to pay for them on Wednesday, August 11th, the next business day. Options and U.S. government bonds settle on the day after the trade date, or T + 1.
Question #10

The Administrator may not introduce a stop order to deny, revoke, or suspend the effective registration of a security based on facts that were disclosed during the registration process unless he does so within 

  • A. 30 days.  
  • B. 45 days.  
  • C. 60 days.  
  • D. 1 year.  
Answer: A Explanation:
The Administrator may not introduce a stop order against the registration of a security based on facts that were disclosed during the registration process unless he does so within 30 days.  
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