08/28/2026
Today is about being more diligent financially.šŖš½
I recently learned about some fraud a client experienced dealing with an āinvestment advisor.ā ā¤ļøāš©¹
The āadvisorā showed them some awesome ways to turn a quick profitā¦š¹
Well the money the client āinvestedā went STRAIGHT into the advisorās bank account! šø
Not at ALL where they were told it would. š¤Æ
When dealing with agents and brokers, if itās not someone youāve known personally for years or that someoneās referred you to, hereās what you can do to confirm they are who they say they are:š
1- ask for their securities or insurance license number FOR THE STATE YOU RESIDE IN or their NATIONAL ID NUMBER. Anyone whose licensed wonāt mind providing either one or the other to help you confirm their legal status to do business.
2- Call your stateās insurance and financial department to VERIFY what this new person trying to get you to invest told you about themselves. Each āadvisorā or ābrokerā must be registered and active as of your application day.
3- Even if youāre on a video meeting, ask to see THEIR ID⦠because they will more than likely need yours to complete ANY applications they submit for you.
We ALL want to see our money grow. But if it sounds TOO GOOD to be true, it just might not be.
And thatās why I encourage people to DO YOUR DUE DILIGENCE!!
If youāre in need of any be it settlement, creating actionable debt , getting or planning for letās help get you on track!
(Schedule your free consultation here ā¬ļø)
https://calendly.com/tnkservicesaz/30min