This past week I received something special and very interesting in the mail: a birthday card from my stockbroker. How nice? Not really.....
See, six months ago I received a birthday card from my broker. Yep, 2 cards in 1 year, six months apart. Both cards were signed by every broker in the local office of this NATIONALLY recognized brokerage firm (who happen to have their name on a sports center in the city of Brotherly Love).
I am starting to get a little nervous about these guys. Mind you, they do not hold the majority portion of my investments but they are the first brokerage firm I ever used so they have been with me for a long time. Up to this point, there was great customer to brand loyalty. Now I am not so sure.
I mean if these guys can't get my birth date right then what else aren't they getting right? I understand it's better to send two instead of one, however, they have documents that must filed with the federal government and along with my SSN, my date of birth is a key identifying component of those documents.
So now I have to ask two questions: (1)What else are they misrepresenting about me when they file documents with the federal government? (2)Who else are they misrepresenting when they file documents with the federal government?
Stick around to see how this one works out.
tag this: Dave Guerra, Stockbroker, Brand Loyalty, 2 Birthdays, Brokerage Firm, Critical Tax Information, SEC, See the light before the warning, Opportunity, Mediocrity, Complacency
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