If it sounds too good to be true – it isn't!
There are indications or certain activities that are not necessarily a reason for concern when they appear on their own, but several indications together may be a warning that something is not right…
1. If someone pressures you to invest quickly, allowing you no time to deliberate or make other inquiries;
2. If someone offers you an exceptionally high fixed yield; If a portfolio manager tells you he has found a formula for a fast, risk-free profit;
3. An investment firm in which all the activities are performed and coordinated by a single individual;
4. If a portfolio manager asks you for your passwords and PINs for your bank account instead of acting under a power of attorney / authorization for the account;
5. If a portfolio manager asks you to transfer your money into his account;
6. If you hear an investment tip from an unknown source (beware of fictitious rumors circulated in forums or blogs).
Search the list of licensed investment portfolio management, advisers, and marketers.
List Of Licensees