Information We Collect:
In connection with providing investment products or other services, we may obtain personally identifiable information about you, including information we receive from you when you apply for, enroll in, purchase or use services provided on our website including but not limited to, name, e-mail address, phone number, billing information, credit card payment information or other personally identifiable information. The information is necessary in order to tailor our services to you and to provide you with Stock Options Dad notifications.
Categories of Information We Disclose:
We may only disclose information that we collect in accordance with this policy. Stock Options Dad does not trade, share, or sell your information to unrelated third parties for direct marketing purposes. We may share aggregate data with our business partners, but this data is based on demographics and does not include any personally identifiable information.
Categories of Parties to Whom We Disclose:
We may disclose information regarding you or your account under the following circumstances: (i) to entities that perform services for us or function on our behalf; (ii) to consumer reporting agencies; (iii) to third parties who perform services or marketing on our behalf; (iv) to legal representatives or others who represent you in a fiduciary capacity; (v) to our attorneys, accountants, or auditors; and (vi) to government entities or other third parties as required by law.
How We Use Information:
Information may be used among other entities that perform services for Stock Options Dad including but not limited to companies that provide support services for us such as technology consultants, data processors, and companies that assist us with marketing our products and services. The information we may use is for business purposes only, such as to service your account, to comply with federal, state regulatory requirements, and to keep you informed about our services of interest to you.
A cookie is small data file that certain websites write to your hard drive when you visit them. A cookie file can contain information such as a user ID that the site uses to track the pages you have visited, but the only personal information a cookie can contain is information you supply yourself. A cookie cannot read data off your hard disk or read cookie files created by other sites.
Founder and Managing Member
Stock Options Dad LLC
A Registered Investment Adviser (RIA) firm