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Contact FINRA to REPORT A DISHONEST FINANCIAL PLANNER

Colleen MacFarlane

According to one attorney who has represented several plaintiffs: Stealing from clients is not a new or surprising problem. It’s been going on since the beginning of the brokerage industry, with sales people forging checks or making address changes on client account forms. Brokerage firms absolutely know this can happen and need robust systems to check these signatures. Unfortunately, we see this periodically and the brokerage industry can and should do better.



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