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📈 USA Series 7 Exam

Key Series 7 Topics

  • Options: covered calls, protective puts, straddles and spreads, with max gain, max loss and breakeven.
  • Debt: yields (nominal, current, YTM), Treasury and agency securities, CMOs.
  • Municipal securities: GO vs. revenue bonds, tax-equivalent yield, official statements.
  • Packaged products: mutual fund breakpoints, 12b-1 fees, variable annuities, DPPs.
  • Margin: Reg T 50%, maintenance requirements.
  • Rules: communications, cold calling, Reg S-P, Rule 144, new-issue restrictions.

USA Series 7 Exam: Quick Facts

Administered by
FINRA (Prometric)
Questions
125 scored + 5 pretest
Time
3 hours 45 minutes
Passing score
72
Fee (2026)
About $395 (check FINRA)
Prerequisite
SIE + firm sponsorship

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Disclaimer: This guide is for general information and is not financial, tax, insurance or investment advice. Exam details, fees, blueprints and product terms change. Confirm with the official organization or a licensed professional. Read our editorial policy.