What is in this Patriot Act/Homeland Security doc that you sign at escrow?

Question by eromlige: What is in this Patriot Act/Homeland Security doc that you sign at escrow? While watching one of the many “real estate” themed shows on cable a few days ago. I noticed that as someone was closing on …

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Q&A: Does the Patriot Act require me to give a copy of my license to my wealth manager?

Question by EventPro: Does the Patriot Act require me to give a copy of my license to my wealth manager? I have a retirement plan through my employer that is changing hands. I don’t trust this new “wealth manager” and …

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