Comments on: Financial Planner stole my identity…? http://www.mobilemerchantaccount.net/financial-planner-stole-my-identity The Best In Telephone Credit Card Processing Fri, 10 Feb 2012 22:39:47 +0000 http://wordpress.org/?v=2.7.1 hourly 1 By: CarolO http://www.mobilemerchantaccount.net/financial-planner-stole-my-identity/comment-page-1#comment-1186 CarolO Mon, 11 Jan 2010 04:49:52 +0000 http://www.mobilemerchantaccount.net/financial-planner-stole-my-identity#comment-1186 You have a lawyer so he/she should be handling this, not you. You are too personally invested in this matter to make decisions about this. It's possible that you husband had a friend call the phone company (he certainly knows your SS#). He could also have cancelled your credit card just to be vindictive. You have no proof at this time that your financial planner is causing you these problems. However, if you no longer trust the woman, then pull your money out of her control because you don't need any additional grief at this time. Check with your lawyer. You have a lawyer so he/she should be handling this, not you. You are too personally invested in this matter to make decisions about this. It’s possible that you husband had a friend call the phone company (he certainly knows your SS#). He could also have cancelled your credit card just to be vindictive. You have no proof at this time that your financial planner is causing you these problems. However, if you no longer trust the woman, then pull your money out of her control because you don’t need any additional grief at this time. Check with your lawyer.

]]> By: mitchell http://www.mobilemerchantaccount.net/financial-planner-stole-my-identity/comment-page-1#comment-1187 mitchell Mon, 11 Jan 2010 04:49:52 +0000 http://www.mobilemerchantaccount.net/financial-planner-stole-my-identity#comment-1187 Yeah have the Voice Recording Subpoena delivered look like your husband an your financial planner is having relations. Then I would pursue the $50,000 an have an investigator look into her actions to see if she is messing with your hubby maybe you can get more out of this divorce than you thought. If it's your daughter then let her know to stay out of your business affairs, But pursue that Money. Yeah have the Voice Recording Subpoena delivered look like your husband an your financial planner is having relations. Then I would pursue the $50,000 an have an investigator look into her actions to see if she is messing with your hubby maybe you can get more out of this divorce than you thought. If it’s your daughter then let her know to stay out of your business affairs, But pursue that Money.

]]> By: mtwaites http://www.mobilemerchantaccount.net/financial-planner-stole-my-identity/comment-page-1#comment-1188 mtwaites Mon, 11 Jan 2010 04:49:52 +0000 http://www.mobilemerchantaccount.net/financial-planner-stole-my-identity#comment-1188 I think that you should go through your lawyer. Ask him or her to talk with your financial planner, cell phone company, and credit card company, and get the records and transactions for all of this. It does sound rather fishy to me, and I do really think thta this is inappropriate of the financial advisor to take into her hands. This is not only unethical, but it is completely inappropriate and far past the scope of her training to do any of this without your written consent. You could and should technically speak with the lawyer, to see if they would be able to talk with the financial planner association and file a formal complaint against her. This would be your only recourse, and it would be a way for the association to know what she is doing, since she is overstepping your rights. When there is a situation like divorce, etc. until the legal divorce papers have been signed, and been notarized by both lawyers for each person, then both of you have to be present with the financial planner to discuss about how each thing should be handled. She cannot "act" on your behalf without your signature affixed to something that she presents in writing to you. Your husband needs to understand that he cannot get these things done without your signature. I hope that this helps you, and I do feel for you, as this is really unethical that is happening, and she should be disciplined for what she is doing, as this is really wrong. I think that you should go through your lawyer. Ask him or her to talk with your financial planner, cell phone company, and credit card company, and get the records and transactions for all of this. It does sound rather fishy to me, and I do really think thta this is inappropriate of the financial advisor to take into her hands.

This is not only unethical, but it is completely inappropriate and far past the scope of her training to do any of this without your written consent. You could and should technically speak with the lawyer, to see if they would be able to talk with the financial planner association and file a formal complaint against her. This would be your only recourse, and it would be a way for the association to know what she is doing, since she is overstepping your rights.

When there is a situation like divorce, etc. until the legal divorce papers have been signed, and been notarized by both lawyers for each person, then both of you have to be present with the financial planner to discuss about how each thing should be handled. She cannot "act" on your behalf without your signature affixed to something that she presents in writing to you. Your husband needs to understand that he cannot get these things done without your signature.

I hope that this helps you, and I do feel for you, as this is really unethical that is happening, and she should be disciplined for what she is doing, as this is really wrong.

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