Markowski Investments Privacy Policy

Markowski Investments, a SEC Registered Investment Advisory Company, maintains information pertaining to its clients’ investment accounts with the strictest confidence. Markowski does not share this information with any third party other than the following:

Investment Advisor Representatives of Markowski Investments are also Registered Representatives of Westminster Financial Securities, Inc, a NASD Member Broker-Dealer.  As such, Westminster Financial Securities, Inc.’s Privacy Policy applies to all client information collected by Westminster Financial Securities, Inc. (copy provided under separate cover). Additionally, Markowski Investments shares information with those parties that require information only in order to assist it in processing client requests and/or servicing client accounts, or if required to do so by regulation or law.

Markowski Investments may submit information provided by you to third party credit and/or verification bureaus in order to comply with the identity verification requirements of the USA PATRIOT Act. By establishing this account you specifically authorize Markowski Investments to verify through means of its choosing and in its unrestricted discretion that the information you have provided is true and accurate. Providing false information is illegal and subject to federal criminal and/or civil penalties.

For more information regarding this policy please contact the following:

Markowski Investments
3317 W Empedrado St Suite 2 Tampa, FL 33629
Phone: 888-950-0940