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  2. General Securities Principal Exam - Wikipedia

    en.wikipedia.org/wiki/General_Securities...

    The general securities principal exam, commonly referred to as the Series 24 exam, is administered by the U.S. Financial Industry Regulatory Authority (FINRA) which qualifies a registered individual to supervise or manage branch activities such as corporate securities, REITs, variable contracts, and venture capital; a general principal may also approve advertising and sales literature ...

  3. Series 7 exam - Wikipedia

    en.wikipedia.org/wiki/Series_7_Exam

    In October 2018, the 250-question Series 7 exam was replaced by the current top-off exam that is now taken in conjunction with the SIE exam. (A correlative change was made to the Series 6 exam.). In order to take the exam, an individual must be sponsored by a member firm of either FINRA or a self-regulatory organization (SRO). [7]

  4. Financial Industry Regulatory Authority - Wikipedia

    en.wikipedia.org/wiki/Financial_Industry...

    FINRA licenses individuals and admits firms to the industry, writes rules to govern their behavior, examines them for regulatory compliance, and is sanctioned by the U.S. Securities and Exchange Commission (SEC) to discipline registered representatives and member firms that fail to comply with federal securities laws and FINRA's rules and ...

  5. What is FINRA and what does it do? - AOL

    www.aol.com/finance/finra-does-212735083.html

    FINRA oversees around 3,400 securities firms with about 150,000 branch offices. This includes about 612,000 registered securities professionals as of 2021. FINRA itself has 19 offices across the U ...

  6. List of securities examinations - Wikipedia

    en.wikipedia.org/wiki/List_of_securities...

    The following is a list of the U.S. Financial Industry Regulatory Authority (FINRA), NASAA, and National Futures Association (NFA) financial securities examinations. Most FINRA examinations are divided into two categories: Registered Representative and Registered Principal levels. An asterisk designates that there is no sponsorship requirement ...

  7. Series 6 exam - Wikipedia

    en.wikipedia.org/wiki/Series_6_Exam

    This exam is administered by the Financial Industry Regulatory Authority (FINRA, previously known as the NASD). In order to take the exam, an individual must be sponsored by a member firm of either FINRA or a self-regulatory organization (SRO). The cost of the exam is $40.

  8. Investment policy statement - Wikipedia

    en.wikipedia.org/wiki/Investment_policy_statement

    Well thought-out procedures are critical to satisfying these requirements. An IPS can help satisfy regulatory auditors by documenting the appropriate implementation of these procedures. FINRA member firms are subject to a "suitability" requirement; this is described in the Financial Industry Regulatory Authority (FINRA) Rule 2310.

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