Series 7 Exam Prep 53, Long Margin Calculations
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The fundamental long margin formula: LMV - Debit = Equity. - How to calculate the initial Regulation T requirement of 50% and FINRA's minimum initial deposit. - The ongoing minimum maintenance requirement of 25% of the Long Market Value. - How excess equity…
The skinny
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