I say “stole” because it was borrowed from my mom. Long story short - My mom went through a lot about five years ago - my dad died, her father passed away. I’m not going to name the company but it was one of the companies you’ll see commercials for that does a lot of insurance stuff. This guy built up a lot of trust with my mom and I just found out that through all of this she had a promissory note signed by her financial advisor to be paid back 90 days later for $20k. I just found out last night but it’s been three years and nothing has been paid back. At this point I don’t think it’s even worth pursuing the individual. He is no longer with the company. There has to be rules / laws that prevent a financial advisor from borrower money from a client, correct? What do you all recommend doing?
Submitted May 14, 2021 at 06:56PM by Livid_Unit_4138 https://ift.tt/33L66M4
