Talk of The Villages Florida - View Single Post - Help Lack of Follow Through MICHAEL WHITAKER & ASSOCIATES, LLC
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Old 11-03-2021, 05:24 AM
Luggage Luggage is offline
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Default What to do

Lack of professionalism is surely one of the problems here. You should have followed up on a day of the sale and two days later to make sure the money would be transferred to your bank. That being said it was not your era but definitely there is also. You should send him a certified letter saying you want to know what the reason was for the lack of transfer of the money and that you're reporting this problem to the SEC also. If you get a lawyer involved I guarantee you it will cost you 5 to $10,000 for the lawyer to do virtually nothing for you other than write letters. As you will find out there are dozens of brokerage firms that would love to get their hands on your account. . I am presuming you are still senile to, no offense. It certainly was not having to do with your age but simply them screwing up. But every error requires A reaction .