Daniel J. Disimile, CFP, LLC has always worked hard to maintain the highest standards of confidentiality and to respect the privacy of client relationships. In that regard, we are providing this Privacy Notice to all individual clients who obtain financial products and services from us for personal, family or household purposes, in accordance with Title V of the Gramm-Leach-Bliley Act of 1999 and its implementing regulations. This notice supplements any privacy policies or statements provided in connection with specific products or services.
The non-public personal information collected about you (your “Information“) comes primarily from the account applications or other forms you submit. We also collect Information about your transactions and experiences with us or others relating to the products and services we provide.
This informtion is solely used to determine traffic patterns on the site. No personal information is collected at any time. Any personal correspondence to us that orginates from this site via one of the email links, will be for internal use only and treated confidentially. We do not disclose personal information to any third-party without concent. If you have questions or concerns about our policy, please contact us at (818) 511-4353 during normal business hours, or by mail at:
Daniel J. Disimile, CFP LLC
We do not disclose your information to anyone, except as permitted by law. This may include sharing your Information with non-affiliated companies that perform support services for your account or process your transactions with us, such as our clearing agent. Additionally, it may include disclosing your Information pursuant to your express consent, to fulfill your instructions, or to legal, law enforcement and other counterparties to prevent fraud or be in compliance with the law. We will not disclose any account numbers or access codes to non affiliated third parties unless it is necessary to fulfill a transaction that you, the customer, have requested or as required by law.
We restrict access to your Information to those of our employees and service providers who are involved in offering or administering the products or services that we offer. We maintain physical, electronic, and procedural safeguards that are designed to comply with federal standards to guard your Information.
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