How to Pass the Series 9/10 Exam

If you work for a securities dealer or brokerage and want to move up the corporate ladder, then you need to pass the Series 9/10 Exam. This exam is designed for general securities sales managers and supervisors whose duties include the oversight of all branch activities.

Things You'll Need

  • Series 7 License
  • Series 9/10 study guides and materials
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Instructions

    • 1

      Know the perquisites. You must have a current and valid Series 7 license in order to take the Series 9/10 Exam.

    • 2

      Identify how many questions are on the Series 9/10 Exam. This exam consists of 200 questions to be completed within five hours and fifty minutes.

    • 3

      Study the Series 9 topics: Options Strategies, Business Conduct, Customer Accounts and Contract Characteristics.

    • 4

      Recognize the Series 10 topics: Municipal Securities, Rule Making Board Rules, Sales Supervision, Customer Accounts, New Issues, Trading Markets, Investment companies, Retirement Plans and Financial Responsibility.

    • 5

      Plan on studying Options supervision, Municipal supervision and Primary and Secondary markets as well, as those subjects are included in this exam.

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