Gateway Financial Advisors, Inc. Privacy Policy
Introduction
Gateway Financial Advisors, Inc. is committed to protecting your privacy. This policy outlines the types of personal information we collect, how we use it, and the measures we take to ensure its security.
Information Collection
We collect personal information necessary to provide financial services, such as:
- Name, address, and contact information
- Social Security number
- Financial details, including income,
- assets, and investment history
Information Use
Your personal information is used to:
- Provide financial advice and services
- Process transactions
- Maintain compliance with legal and regulatory requirements
Information Sharing
We do not sell your personal information. We may share it with:
- Affiliates for business purposes
- Service providers under strict confidentiality agreements
- Legal and regulatory bodies as required
Security Measures
We implement robust security measures to protect your data, including encryption, access controls, and regular audits.
Your Rights
You have the right to:
- Access and update your personal information
- Request deletion of your data, subject to legal constraints
- Opt-out of marketing communications
Contact Us
For questions or concerns about your privacy, please contact us at 480-699-1055.
Updates to Privacy Policy
We may update this policy periodically. Changes will be posted on our website and will be effective upon posting.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, Inc., and Cambridge Investment Research, Inc. are not affiliated.
This communication is strictly intended for individuals residing in the state(s) of AZ, NV, and WA.
No offers may be made or accepted from any resident outside the specific states referenced here.
14362 N. Frank Lloyd Blvd.
Suite #2134
Scottsdale, AZ 85260
Copyright © All Rights Reserved, Gateway Financial Advisors, Inc.