In the midst of the current global pandemic, there has been an increase in fraudulent and criminal activity.
Now more than ever, you may be targeted financially through various schemes. Our checklist below helps guide you to recognize common threats and scams, ensuring that you are informed and actively protecting your identity and assets.
You can use this checklist to educate yourself about the following:
- Ways to minimize cyber threats
- Tips for identifying common scams
- Steps to take if a client suspects unlawful activity
Spectrum Wealth Counsel, doing business as Spectrum Wealth Management, LLC, is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Additional information about Spectrum’s investment advisory services is found in Form ADV Part 2, which is available upon request. The information presented is for educational and illustrative purposes only and does not constitute tax, legal, or investment advice. Tax and legal counsel should be engaged before taking any action. The opinions expressed and material provided are for general information and should not be considered a solicitation for purchasing or selling any security.