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Combined equity and short / long margin (Series 7, 9, 10, 65, 66)
May 29, 2024 · 7 min

In this podcast, we walk through calculating equity in margin accounts and utilizing both long and short equity formulas. Then we work through a practice question that could look similar to an actual test question. Margin accounts are testable on the FINRA Series 7, 9, and 10 exams, as well as the NASAA Series 65 and 66 exams.

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