We are committed to safeguarding your confidential information because mutual trust is essential to a successful relationship. Your personal privacy is extremely important to you. To that end, below is our policy for handling your personal information. We welcome any questions or concerns you may have regarding your personal privacy.
Third Parties With Whom We May Share Information
Mark Mersman works with a network of financial professionals throughout the country and serves as a conduit to assist them with their efforts to bring financial education to consumers in their community. The information you share with us may be shared with business associates for the purposes of communicating directly with you to provide information and/or other resources and information you may have requested. We do not disclose non-public, personal information that is collected to anyone else except as otherwise permitted or required by law.
For example, we are permitted by law to share information about you with:
· Our registered representatives and their employees, if they introduced you to our firm, and our internal employees.
· Federal and state regulators who regulate our affiliated firms.
We do not provide your personally identifiable information to direct marketers or independent solicitors (for other companies) for any purpose.
Our Security Policies and Practices
We take reasonable steps to assure the security of your information. We restrict access to nonpublic, personal information about you to those employees who have a business or professional reason for knowing, as permitted by law. We maintain an office and computer environment reasonable designed to help ensure that your information is not placed at unreasonable risk of disclosure or theft. We have designed reasonable physical, electronic, and procedural safeguards to help protect your nonpublic, personal information.