Cease and Desist Directive is not needed. Simply reply to one of the emails that you are a DIY investor and do not want to be contacted again. Or tell them by phone. Tell them you will reach out to them if you need any assistance and don't wish to be contacted again unless it is a security issue. They will note that in your account and the "nagging" will stop. It takes 2 minutes to send and email or make a call and have this taken care of.Why do you allow this? Help us all out and issue a cease and desist directive to him.I get nagged at least once a month from my local Fidelity advisor. From his profile I see no indication that he is a fiduciary / CPA etc. so I just ignore his inquiries.
Statistics: Posted by GoldStar — Fri Nov 15, 2024 6:35 am — Replies 108 — Views 11728