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Defend Your Privacy and Wealth by Asking the Right Questions

Investors of all ages and professions can be targeted by fraudsters who are after their money and personal information. Fortunately, knowing what red flags to spot and what questions to ask can help you and your loved ones sidestep scams. Hear more from Alexandra Sagaro, fraud risk management lead at Raymond James.

Recorded October 23, 2020. Hosted by Public Content Manager Paige Lenssen, CFA.

This article is provided in partnership with Bristol Wealth Group and Raymond James.

Securities offered by Registered Representatives through Private Client Services, Member FINRA/ SIPC. Advisory products and services offered by Investment Advisory Representatives through Bristol Wealth Group, a Registered Investment Advisor. Private Client Services and Bristol Wealth Group are unaffiliated entities.

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Our Advisors offer advisory products and services in the following states: MA, VT, CT, RI, NY, NJ, CA, TX, CO, NH

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Investment and Insurance Products are: Not FDIC Insured – No Bank Guarantee – May Lose Value – Not a Bank Deposit – Not insured by any Federal Government Agency