Loper Financial Group

       

 

 


home

 

 

 

 

 

 

Privacy is VERY important.

 

As I serve your financial needs, I am committed to safeguarding

your nonpublic personal information. The Privacy Policy contained

here will describe my practice for collecting and protecting your

nonpublic personal information. This Policy is applicable to me,

Don Loper, Loper Financial Group, LLC. and ALL affiliates we

might have dealings with in the process of handling & processing

your investments and other personal data. 

 

The information we collect.

I/We obtain nonpublic personal information about you such as your

name, address and social security number from information we

receive on applications and other forms you provide to us, 

as well as from your shared dealings with Loper Financial Group, LLC.,

other professional services such as attorney’s, accountants and other

business and financial personnel. I/We also receive information

about your transactions, such as the purchase and redemption of

fund shares, balances and transactions from a variety of sources.

 

As your Financial Advisor and Coach I often obtain VERY private

information about you, your investments, your health and many other

VERY personal things about you, your family and your life in order

to provide complete service to you and your family needs.

 

Sharing of Nonpublic Personal information with affiliates.

I/We consider your Nonpublic information to be private and confidential.

I/We may share SOME but not necessarily ALL of this information

with our affiliates so that we may process and service your transactions

and financial needs- but no more than needed to complete the desired

transactions and process your specific applications. Per your instruction.

 

Sharing of Nonpublic Personal information with Third Parties.

I/We will NOT share, distribute or sell nonpublic personal information

about you or any former customer to any party except as required by

law or permitted by laws enacted to protect your privacy. I do NOT

provide ANY information about you, your name, address, phone or e-mail 

addresses with anyone, for any reason, without your specific written

approval ahead of time.

 

Security Practices.

I/We protect your nonpublic personal information by maintaining physical,

electronic and procedural safeguards. Any personal accounts information

provided for you by affiliate companies we might use offer a high level of

Internet Security by providing 128-bit data encryption, Secure Socket Layer

(SSL) protocol, user names, passwords, and other precautions. I/We

make sure ahead of time that all the companies I use or recommend have

implemented safeguards to ensure that access to your private account

information is limited to YOU and employees who need it to service

your accounts. These employees are aware of their responsibility to respect

the confidentiality of your information and are committed to that confidentiality.

 

Please be assured that I/We will abide by the law to protect

your nonpublic personal information.

 

Respectfully,

 

Donald M. Loper

President

 

 

 

My Financial Services

 

Privacy Policy

 

 

 

 

Got a Question?

 

 

Don Loper

 

Toll Free 1-866-636-7614

 

E-Mail:  dloper@cfiemail.com

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Office of Supervisory Jurisdiction:  Centaurus Financial., 110 Schiller Street, Suite 210, Elmhurst, IL. 60126

Phone 1-(630) 530-0345.

 

 

Securities offered through: Centaurus Financial, Inc., 333 City Blvd  West, Suite 2010, Orange, CA 92868, Member SIPC & FINRA (Previously NASD)
Phone 1-(714)456-0852, http://www.centaurusfinancial.com

 


Securities offered through Centaurus Financial, Inc., a registered broker/dealer and a

member of FINRA & SIPC. This is not an offer to sell securities, which may be done only after proper

delivery of a prospectus and client suitability has been reviewed and determined.

 

 

If you are interested in having me as a guest speaker for your events, you can Contact me by Email or call 866-636-7614
 

Have a

Question?

       

Copyright 2004 - P.E.S.D., LLC - All Rights Reserved