This any big Wall Street company. They advertise on TV throughout the day .. We don't think the broker was to be able to get your ex. The broker probably thought they were doing an excellent job, mainly because had been trained with the brokerage firm up. But the brokerage firm - shame to them! They knew and understood what was happening. They made money at least twice. They made money underwriting (selling) the stock, creating the preferred stock offering for corporations. Then they made money again when they sold the stock to this 86 year old lady. They put their firm's interests in advance of their company's. And now she is paying of the price.
Be careful of market . describe their credentials typically terms like "estate planning specialist" or "certified living trust advisor." Such titles could mean just about anything. Release legal advice you should listen to is written by a licensed law practice. Because it is a legitimate document, a living trust is only able be drawn up by a legal professional in most states. So talk for attorney is aware of exactly anything!!
You can start by avoiding these mistakes: being transaction-centered rather than client-centered