Stars & Stripes Financial Advisors, LLC, recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Stars & Stripes Financial Advisors will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information.
We want our clients to understand what information we collect, how we use it, and how we protect your personal information.
We gather information about you so that we can:
We may collect the following types of “nonpublic personal information” about you:
We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. Stars & Stripes Financial Advisors may disclose client's information: (1) to individuals and/or entities not affiliated with SSFA, including, but not limited to certain service providers (i.e., broker-dealer, sub-advisers, account custodian, record keeper, etc.) in furtherance of the client's engagement with Stars & Stripes Financial Advisors to service your account; (2) to your authorized representative or power of attorney; or (3) otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations.
Privacy has always been important to Stars & Stripes Financial Advisors. We restrict and limit access to client information only to those who need to carry out their business functions. We safeguard client information by preventing its unauthorized access, disclosure, or use. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information. Arrangements with companies or independent contractors not affiliated with Stars & Stripes Financial Advisors will be subject to confidentiality agreements.
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