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The Nest Egg Nabber

The Nest Egg Nabber

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In today’s episode of The Nest Egg Nabber, we talk to the Washington State Securities Division about a financial adviser who drained an elderly widow’s nest egg. He established a professional and personal relationship, only to ultimately nab a million dollars for himself.

Resources:

NASAA’s Contact Your Regulator Page

NASAA Investor Bulletin: Why You Should Consider Adding a Trusted Contact to Your Account

BrokerCheck by FINRA

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