Flagship Wealth Advisors, LLC

PRIVACY NOTICE REGARDING CLIENT PRIVACY

Maintaining the trust and confidence of our clients is a high priority.  That is why we want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information.  This notice is provided to you on behalf of Flagship Wealth Advisors, LLC.

Information We Collect:  In connection with providing investment products, financial advice, or other services, we obtain non-public personal information about you, which may include:

Categories of Parties to Whom We Disclose:  We will not disclose information regarding you or your account with us, except to the parties listed below and under the following circumstances, as referenced below:

We may disclose non-public personal information about you in connection with the transfer of your account to another financial institution at your request or the request of your advisor.  If you do not want Flagship Wealth Advisors, LLC to disclose your non-public personal information with your advisor’s new financial institution, please contact us as directed below.

How We Use Information:  Information may be used by our broker-dealer, Royal Alliance Associates Inc., and related companies that perform support services for us, such as data processors, technical systems consultants and programmers, or companies that help us market products and services to you for a number of purposes, such as:

Our Security Policy:  We restrict access to nonpublic personal information about you to those individual who need to know that information to provide products or services to you and perform their respective duties.  We maintain procedural security measures to safeguard confidential client information.

Closed or Inactive Accounts:  If you decide to close your account(s) or become an inactive customer, our Privacy Policy will continue to apply to you.

Compliant Notification:  Please direct complaints to: Flagship Wealth Advisors, LLC at the address or phone number listed below.

Changes to This Privacy Policy:  If we make any substantial changes in the way we use or disseminate confidential information, we will notify you.  If you have any questions concerning this Privacy Policy, please write to:  Flagship Wealth Advisors, LLC (address below)

 

www.FlagshipWealthAdvisors.com          Paul@FlagshipWA.com

301 Edgewater Place, Suite 400, Wakefield, MA 01880

781-224-9924 *800-631-9997 Fax 781-224-9920

Advisory services offered through Flagship Wealth Advisors, LLC, Inc. a registered investment advisor which is not affiliated with Royal Alliance Associates, Inc. Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC