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How much money do you have invested?
Do you know what your money is invested in?
Have you checked on your account? Did you go directly on the actual brokerage firm or bank website to check on your investments?
Have ever been asked to write a personal check to your financial advisor? Did you?
Have you been scammed? What did you do about it?
What was your responsibility in this situation?
How will you act differently moving forward?
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