What Does Clearview Wealth Solutions, LLC Do With Your Personal Information?

  Definitions                                                                                                                                 
 

Everyday Business Purposes

The actions necessary by financial companies to run their business and manage customer accounts, such as providing investment advisory and financial planning advice, processing securities transactions, and otherwise providing financial services to you.
 

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies. Clearview Wealth Solutions has no affiliates.
 

Non-Affiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies. Clearview Wealth Solutions does not share information with non-affiliates for marketing purposes.
 

Joint Marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you. Clearview Wealth Solutions does not engage in joint marketing with non-affiliates.

 

 

Reasons we can share your personal information Does Clearview Wealth Solutions share? Can you limit this sharing?
For our everyday business purposes—such as to provide advice, process your transactions, and maintain your account(s)  

Yes

 

No

For our marketing purposes—to offer our products and services to you  

No

 

We do not share

For joint marketing with other financial companies No We do not share
For our affiliates’ everyday business purposes— information about your transactions and experiences  

No

 

We do not share

For our affiliates’ everyday business purposes— information about your creditworthiness  

No

 

We do not share

For our affiliates to market to you No We do not share
For non-affiliates to market to you No We do not share
Contact Us Call Clearview Wealth Solutions at 847-847-2505

 

  Sharing Practices                                                                                                                      
How often does Clearview Wealth Solutions notify me about their practices?  

We must notify you about our sharing practices when you open an account and each year while you are a customer.

 

How does Clearview Wealth Solutions protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
 

 

 

How does Clearview Wealth Solutions collect my personal information?

We collect your personal information, for example, when you

  • establish an investment advisory relationship
  • contract for financial planning services
  • open an account or deposit money with custodians
  • purchase or sell securities with executing broker-dealers

We also collect your personal information from others, such as custodians, broker-dealers, or other companies.

 

 

 

Why can’t I limit all sharing?

Federal law gives you the right to limit sharing only for

  • affiliates’ everyday business purposes—information about your creditworthiness
  • affiliates to market to you
  • non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.