Series 66 – Uniform Combined State Law Exam Study Guide 2026

Everything you need to pass the Series 66 – Uniform Combined State Law Exam exam in one place: the exam format, every topic to study, real practice questions with explanations, flashcards, and full-length practice tests. Free, no sign-up needed.

📚 Series 66 – Uniform Combined State Law Exam Topics to Study (21)

✍️ Sample Series 66 – Uniform Combined State Law Exam Questions & Answers

1. Under the Uniform Securities Act, which of the following is TRUE about options contracts?
Options on securities are considered securities and are subject to the USA

Options on securities are considered securities under the Uniform Securities Act and are subject to its provisions.

2. Which of the following best describes the Howey Test used to determine whether an instrument is a security?
An investment of money in a common enterprise with profits expected solely from the efforts of others

The Howey Test defines an investment contract (and thus a security) as an investment of money in a common enterprise with profits expected from others' efforts.

3. Under the USA, which of the following is an example of a 'covered security' that preempts state registration?
A security listed on the NYSE

Securities listed on national exchanges like the NYSE are 'covered securities' under NSMIA and preempt state registration requirements.

4. Under the prudent investor standard, an investment adviser managing a discretionary account must:
Make investment decisions as a prudent person would with regard to risk, return, and the client's objectives

The prudent investor standard requires advisers to manage assets with the care, skill, and caution that a reasonable person in similar circumstances would exercise.

5. What is the PRIMARY objective of ethics & professional responsibility in the Series 66 - Uniform Combined State Law field?
To ensure adherence to established standards and protect stakeholders

The primary objective of compliance and regulatory frameworks is to ensure adherence to standards that protect stakeholders.

6. Under the Uniform Securities Act, an investment adviser with assets under management below what threshold must register with the state rather than the SEC?
$100 million

Investment advisers with less than $100 million in AUM must register with the state unless an exemption applies.

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