(Effective September 1, 2015)
Blakeslee & Blakeslee, Inc. is an independent financial planning firm. We are committed to safeguarding the personal information and privacy of our clients. We collect and use personal information about our clients on our Account Agreement and on other applications and forms. This information enables us to better serve our clients and to meet the requirements of various regulatory agencies, including FINRA and SEC. We do not disclose this personal information to third parties, except in the following limited circumstances:
We maintain multiple physical and electronic safeguards to protect the personal information of our clients. If you have any questions regarding this notice or other privacy issues, please consult your Blakeslee & Blakeslee registered representative, the firm’s director of operations (Deirdre Torres), or the firm’s Chief Compliance Officer (Kara Woodruff).
Blakeslee & Blakeslee, Inc. is a member of FINRA (www.finra.org), and the Securities Investor Protection Corporation (SIPC). More information about SIPC can be obtained on its website at www.sipc.org or by telephone at 202/371-8300.