Before You Invest, Ask and Check
Know What to Say When a Con Calls You
You can outsmart the cons. The main thing to realize is you’re not alone. Knowledge is power. And when you’re armed with the right information, you keep the control in your hands. Remember, the word ‘No’ is more powerful than any con man.
Fight back:
There are smart investors. And smarter investors. The difference? Just a few questions— and a little homework.
Before you work with a broker or other financial salesperson: Step One
Ask. Who are you licensed with to sell me this? Are you a licensed broker? Is that investment registered?
Step Two
Check. If they say they are licensed, check them out .
Before you buy an investment product:
Step One
Ask. Is this investment registered with the SEC?
Step Two
Check. If you are told it is, verify that the investment is indeed registered with the SEC .
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