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Registered
Join Date: Oct 2005
Location: Magnolia State
Posts: 7,548
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Anybody here worked for Merrill Lynch? Have a question...j
If I have an account that I deal with an agent/broker in Georgia, can I contact an office in say Texas and obtain copies of my entire account; i.e., monthly/quarterly statements, balances, disbursements, shareholder agreements, etc? Will they have such documents scanned into their computer system? Or do I have to go to my representative in Georgia to get documents I have signed?
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Jim 1987 Carrera 2002 BMW 525ti 1997 Buell Cyclone cafe project 1998 Buell S1W: "Angriest motorcycle I've ever ridden." |
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01-20-2010, 05:20 PM
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AKA SportsCarFan
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PM JackMan -- he used to work for ML.
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Doug Miller 1988 Guards Red Carrera |
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01-20-2010, 05:32 PM
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Targa, Panamera Turbo
Join Date: Aug 2004
Location: Houston TX
Posts: 22,366
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My twin brother is an ML partner - my accounts are in Connecticut. I often use the Dallas office. Also - everything is available on-line.
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Michael D. Holloway https://simple.m.wikipedia.org/wiki/Michael_D._Holloway https://5thorderindustry.com/ https://www.amazon.com/s?k=michael+d+holloway&crid=3AWD8RUVY3E2F&sprefix= michael+d+holloway%2Caps%2C136&ref=nb_sb_noss_1 |
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01-20-2010, 06:11 PM
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1988 Porsche 911 Carrera 3.2
