July2017
not familiar or is not recognized, the firm telephone number on the state- ment should be called to determine the status of the account and the firm that introduced the account. Finally, and most importantly, if an account statement is received that does not look like it was professionally pre- pared, and/or an investor is unable to find any information about the firm online or through FINRA’s Broker Check website, the broker and/or FINRA should be contacted immediately to inquire about its authenticity. As in any situation, there are various legal and financial professionals who may be consulted to educate and to assist investors to understand broker- age account statements. Q END NOTE: 1. Most firms provide account statements on a monthly basis, but for accounts with no activity in any particular month or several months, they may only issue quarterly or annual statements.
ATTENTION ALL CAI-NJ SEMINAR ATTENDEES:
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Please remember to keep your seminar completion certificates in a safe place. These certificates are distributed at the end of each CAI-NJ seminar. This is proof that you attended and completed the seminar. You may need to reference the certificate in the future and CAI-NJ does not keep track of each member’s attendance record. Community managers will definitely need the certificates to obtain credit for continuing education towards their designations.
M. MILLER & SON LICENSED PUBLIC INSURANCE ADJUSTERS SINCE 1960
1211 Liberty Ave, Hillside, NJ 07205 877MMiller (877-664-5537) www.mmillerson.com Negotiate Maximum Settlement Facilitate Prompt Reimbursement Third-generation, Family-owned 24/7 Emergency Services Policy Analysis Property Damage Assessment Comprehensive Claim Preparation Negotiate Loss and Values
FIRE | SMOKE | WATER | WINDSTORM | COLLAPSE | BUSINESS INTERRUPTION MULTI-FAMILY, COMMERCIAL, HOSPITALITY, INDUSTRIAL, AND RESIDENTIAL PROPERTIES
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