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  2. Please Consider Adding a Trusted Contact to Your Account - AOL

    www.aol.com/news/please-consider-adding-trusted...

    FINRA and the SEC’s Office of Investor Education and Advocacy are issuing this Investor Bulletin to urge you to consider adding a “trusted contact person” to your brokerage account.

  3. Financial Industry Regulatory Authority - Wikipedia

    en.wikipedia.org/wiki/Financial_Industry...

    The NASD was founded on September 3, 1936 as Investment Bankers Conference, Inc. [9] and, on August 7, 1939, was registered under the name National Association of Securities Dealers, Inc. [10] as a national securities association with the SEC under authority granted by the 1938 Maloney Act amendments to the Securities Exchange Act of 1934, [11] which allowed it to supervise the conduct of its ...

  4. United States securities regulation - Wikipedia

    en.wikipedia.org/wiki/United_States_Securities...

    The term is usually understood to include both federal and state-level regulation by governmental regulatory agencies, but sometimes may also encompass listing requirements of exchanges like the New York Stock Exchange and rules of self-regulatory organizations like the Financial Industry Regulatory Authority (FINRA). [1]

  5. List of securities examinations - Wikipedia

    en.wikipedia.org/wiki/List_of_securities...

    The following is a list of the U.S. Financial Industry Regulatory Authority (FINRA), NASAA, and National Futures Association (NFA) financial securities examinations. Most FINRA examinations are divided into two categories: Registered Representative and Registered Principal levels. An asterisk designates that there is no sponsorship requirement ...

  6. Protecting Seniors From Financial Exploitation - AOL

    www.aol.com/news/protecting-seniors-financial...

    For premium support please call: 800-290-4726 more ways to reach us

  7. Scams Can Cost Seniors $42K or More: How Advisors Seek ... - AOL

    www.aol.com/finance/scams-cost-seniors-42k-more...

    As new fraud trends emerge and scammers continue to prey on vulnerable seniors and their investments, regulators are coming together to discuss preventative strategies -- and are calling upon...

  8. Customer Identification Program - Wikipedia

    en.wikipedia.org/wiki/Customer_Identification...

    In July 2016, FinCEN enacted new rules regarding beneficial ownership: [2] Financial institutions must collect from the legal entity customer the name, date of birth, address, and social security number or other government identification number (passport number or other similar information in the case of foreign persons) for individuals who own ...

  9. List of financial regulatory authorities by jurisdiction

    en.wikipedia.org/wiki/List_of_financial...

    In this list of financial regulatory and supervisory authorities, central banks are only listed where they act as direct supervisors of individual financial firms, and competition authorities and takeover panels are not listed unless they are set up exclusively for financial services.