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You can use our online complaint form, or you can print out a complaint form and mail or ... Not all investment advisers and financial planners are FINRA-licensed ...
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How to fill out investment complaint form
How to fill out investment complaint form
01
Start by obtaining a copy of the investment complaint form.
02
Read all the instructions on the form carefully before proceeding.
03
Provide your personal details, including your full name, contact information, and address.
04
Specify the nature of your investment complaint and provide detailed information about the investment product or service involved.
05
Provide any supporting documentation or evidence that can help substantiate your complaint.
06
Clearly state the desired resolution or outcome you are seeking.
07
Sign and date the complaint form.
08
Make a copy of the completed form and all supporting documents for your records.
09
Submit the complaint form and any relevant documentation to the appropriate regulatory authority or organization responsible for handling investment complaints.
Who needs investment complaint form?
01
Individual investors who have experienced misconduct or dissatisfaction with their investments.
02
Investors who believe they have been misled, defrauded, or treated unfairly.
03
Investors who wish to hold investment firms or professionals accountable for their actions.
04
Investors who seek a resolution or compensatory action for financial losses or damages related to an investment.
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