713-224-1747
2015.98: Fidelity Says “No” to Matthew's Scheme
I sent Fidelity a copy of Matthew's email proposing that I act as a front man, using my name to allow him to get referrals from their Preferred Attorney list. ((I probably wouldn't have bothered if Matthew hadn't reminded me that he was there by incompetently threatening to sue me.))
I received a prompt emailed reply from their (a?) Director of Wealth Planning Product Management in Merrimack, New Hampshire:
Dear Attorney Bennett – this is outside the scope of our program.Thank you!
That's short and sweet. No surprises there. So Matthew's suggestion that Fidelity would not be defrauded under his scheme is, it appears, false.
I'm sending my correspondent a link to this blog post, in case Fidelity is concerned about Matthew's "family friends at Fidelity Investments who promise me AT LEAST one new client a week (Estate Planning) if I were able to get on their Preferred Attorney's List" outside the scope of Fidelity's program.
Contact Us if You're
Ready for a Better Future
Schedule a consultation today by filling out the form below or calling our office at 713-224-1747. We look forward to representing you.
The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.
I have read and understand the Disclaimer and Privacy Policy.
From our office in Houston, we represent clients throughout Harris County and across the state of Texas. We assist with criminal cases in Conroe, The Woodlands, Spring, New Caney, Porter, Humble, Atascocita, Aldine, Cloverleaf, Pasadena, South Houston, Pearland, Fresno, Missouri City, Sugar Land, Pecan Grove, Richmond, and Katy.
Results listed are not a guarantee or indication of future case results.
917 Franklin Street, Fourth Floor, Houston, TX 77002
713-224-1747
