Zeiser Wealth Management LLC
Privacy Notice
This notice is being provided to you in accordance with the Securities and Exchange Commission’s rule regarding the privacy of consumer financial information (“Regulation S-P”). Please take the time to read and understand the privacy policies and procedures that we have implemented to safeguard your nonpublic personal information.
Zeiser Wealth Management must collect certain personally identifiable financial information about its clients to ensure that it offers the highest quality financial services and products. The personally identifiable financial information which we gather during the normal course of doing business with you may include:
1. information we receive from you on applications or other forms;
2. information about your transactions with us, our affiliates, or others;
3. information collected through an Internet “cookie” (an information collecting device from a web server); and
4. information we receive from a consumer reporting agency.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. We do not disclose your personal information to any third party for the purpose of allowing that party to market other products to you. In accordance with Section 248.13 of Regulation S-P, we may disclose all of the information we collect, as described above, to certain nonaffiliated third parties such as attorneys, accountants, auditors and persons or entities that are assessing our compliance with industry standards. We enter into contractual agreements with all nonaffiliated third parties that prohibit such third parties from disclosing or using the information other than to carry out the purposes for which we disclose the information.
We restrict access to nonpublic personal information about you to those employees who need to know that information to provide financial products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information. As a company, we must provide a clear and detailed explanation of how we handle our customers' information. Also, additional SMS consent. For example: SMS opt-in or phone numbers for the purpose of SMS are not being shared. Details of our approach to privacy and how your personal non-public information is collected and used are set forth in this Policy.
Terms and Conditions
By opting into SMS from a web form or other medium, you are agreeing to receive SMS messaging from Zeiser Wealth Management LLC. This includes SMS messages for upcoming appointments, mailing status, and needed reminder notifications. Message frequency varies. Message and data rates may apply. See privacy policy at https://www.zeiserwealth.com/privacy.cfm. Message HELP for help. Reply STOP to any message to opt out.
Types of SMS Communications:
If you have consented to receive text messages from Zeiser Wealth Management LLC, you may receive messages related to the following:
Example: "Hello, this is a friendly reminder of your upcoming appointment for Jay Smith at Zeiser Wealth Management on October 1st at 3 pm. Reply STOP to opt out of SMS messaging at any time".
Message Frequency:
Message frequency may vary depending on the type of communication.
Potential Fees for SMS Messaging:
Please note the standard message and data rates may apply, depending on your carrier's pricing plan. These fees may vary if the message is sent domestically or internationally.
Opt-in Method:
You may opt in to receive SMS messages from Zeiser Wealth Management LLC in the following ways:
Opt-out message:
You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.
Help message:
If you are experiencing any issues, you can reply with the keyword HELP, Or, you can get help directly from us at https://www.zeiserwealth.com/privacy.cfm or contact us at https://www.zeiserwealth.com/contact_us/.
Additional Options:
Standard Messaging Disclosures: