tag:blogger.com,1999:blog-1928439204286653746.post6170250818582103164..comments2024-03-16T06:09:03.322-06:00Comments on Financial Planning for Women: How visualization can help you saveUnknownnoreply@blogger.comBlogger1125tag:blogger.com,1999:blog-1928439204286653746.post-69361125800862576422016-03-10T01:37:21.571-07:002016-03-10T01:37:21.571-07:00Every employee of Trilogy Wealth Advisors and Camb...Every employee of Trilogy Wealth Advisors and Cambridge Investment Research, Inc. who has access to customer funds has been fingerprinted and had a complete FBI background check, per industry regulations. Every time a change in your client data (for example: address, investment objective, occupation) is made, this change should be reported to your financial advisor for documentation. This change will generate a regulatory-required letter stating that the change has been made to your account. This helps protect you in two ways: in the event of unauthorized changes to your client account, you will receive written notice to alert you, and if a key-stroke error or typo has created an input error, you will also have the opportunity to correct your account. If no such changes occur, you will receive a letter every 3 years just to verify that the information on file is still accurate.<br /><br /><a href="http://trilogywa.com/" rel="nofollow">Financial planning Northwest Ohio</a><br />johnmmorris1https://www.blogger.com/profile/03089254927454993021noreply@blogger.com