Security & Privacy FAQ
Financial planning and wealth management can involve complicated decisions. Below are answers to some of the questions clients ask most often about investing, retirement, taxes, estate planning, trusts, and working with a financial advisor.
If you don't see your question below, contact SeaCrest Wealth Management and we can help you determine where to start.
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Protecting client information is an important responsibility.
SeaCrest uses established processes and technology designed to help protect confidential information.
Clients should also remain alert to suspicious emails, phone calls, text messages, or requests for personal or account information.
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Do not provide passwords, account numbers, security codes, or other sensitive information until you have confirmed that the request is legitimate.
If you are unsure, contact your SeaCrest advisor or service team using trusted contact information.
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