Internet Security Information


MAY
  

 

We know you may have already been notified by TD Ameritrade that some investor clients may be receiving an internet "phishing" attempt disguised as an email notification from TD Ameritrade. These attempts have requested personal information - such as account numbers, passwords, or Social Security Numbers. Neither WWK nor any of the fund companies that we work with will we ever request such information in an email. Our rule of thumb regarding internet protocol is to NEVER PROVIDE PERSONAL INFORMATION in an e-mail, regardless of who is requesting it.

 

Our policy at WWK is to keep our clients informed and to keep the channel of communication open between WWK and our clients. Feel free to contact us with any questions that you may have in regards to maintaining and protecting your privacy and identity. Additionally, we encourage you to look at the Federal Trade Commission's website regarding Privacy and Identity here and also the information provided on the Federal Trade Commission's website regarding Computer Security here.

2015
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 126 North Center Street
Northville, MI 48167

248.449.8300
248.449.8388 fax

 

www.wwkadvisors.com


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Securities are offered through WWK Investments, Inc. - Member: FINRA - SIPC

Investment Advisory Services are offered through WWK Advisors - Registered Investment Advisor

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The information contained in this material is being provided for general educational purposes and should not be interpreted as specific legal, tax or investment advice.  It does not address or account for your individual investor circumstances.  Investment decisions should always be made based on your specific financial needs and objectives, goals, time horizon and risk tolerance.  Consult your tax advisor or attorney regarding tax issues specific to your circumstances.

 

Investors should carefully consider the investment objectives, risks, charges and expenses of any investment.  This and other important information is contained in the prospectuses (links to prospectuses can be found here), which can be obtained from your financial professional and should be read carefully before investing.  Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity. 

 

Neither WWK Advisors, LLC nor WWK Investments, Inc. offer tax or legal advice. Jessica Haelewyn  is an attorney licensed with the State of Michigan and the State of Illinois. She is also an employee of WWK Advisors, LLC and WWK Investments, Inc. However, Jessica Haelewyn does not provide any legal services through WWK Investments, Inc. nor WWK Advisors, LLC. Any and all legal services that Jessica Haelewyn offers are provided through Haelewyn Harris Law PLLC, a completely separate business entity that is not affiliated with WWK Investments, Inc. or WWK Advisors, LLC. Jessica Haelewyn is fully committed to meeting and maintaining all ethical, professional and fiduciary standards and responsibilities for each respective field of practice.