As you already know, you are a valued customer of Bullish Bob Bagley Securities, Inc. We assiduously endeavor to earn and maintain the trust that you have placed in us. With that in mind, we understand the importance of protecting the confidentiality and security of nonpublic personal information about you that we may possess. We have for 34 years in this industry striven to protect our customer’s privacy.

We believe that we maintain appropriate and procedural safeguards to maintain the confidentiality and security of your nonpublic personal information. Access to such information is severely restricted.

We collect information on you as required by the regulatory authorities. You supply this information. We do not share the information with anyone beyond the regulatory bodies. We do not sell information to anyone. As regards the internet, cookies are something to hold in your hand. If they are really good, you hold one in each hand.

The information in our firm remains locked in the office at all times. We keep both the front and rear door locked. The information is used to comply with regulatory demands like proper billing. We do disclose information to nonaffiliated third parties as required by low or court order.

We strive to maintain the accuracy of information about you in our possession. Please feel free to help us maintain that accuracy. You not only have the right; you are invited to reasonably access your information. If you believe any of your information in our possession is inaccurate, you may request that we amend or delete the information that you believe to be erroneous. We are here to serve you to the best of our abilities.