Sorry. I don’t know him, but if the
Better Business Bureau still exists at all, they should be able to help you verify if this fellow has certain licenses or certifications. For example: Does he have a Series 7 to sell or trade stocks?
Is there any customer talk about him on YELP?
Don’t let him know your full net value, yet, if ever.
I haven’t on the value thing at all. I never reveal that. He claims to have been a Federal Bank Regulator for banks in the San Francisco area.