Hello I am David Disraeli, President and founder of The Personal CFO Inc. I have been in financial planning and securities, and insurance for 30 years. During that time I have helped numerous clients recover hundreds of thousands of dollars from brokerage firms, rescued people from inappropriate insurance sales and have been hired by multiple attorneys as an expert witness.
The securities industry is fraught with everything from inexperienced sales people to outright larceny and everything in between. Fortunate there are published standards of care which brokers and firms are held to. In addition, every brokerage customer and some insurance customers must sign an arbitration agreement which David Disraeli will explain on other pages. Look around and call 512-464-1110 for a free analysis. Or email email@example.com