Obelisco advisers

privacy policy

FACTS

WHAT DOES Obelisco Advisers LLC DO WITH YOUR PERSONAL INFORMATION?

WHY?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
WHAT?
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
  • Social Security number and income
  • credit history and credit scores
  • account balances and payment history
HOW?
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Obelisco Advisers LLC chooses to share; and whether you can limit this sharing.
For California Residents, visit California Privacy Policy.
Reasons we can share your personal information Does Obelisco Advisers LLC share? Can you limit this sharing?
For our everyday business purpose such as processing your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
Yes
No
For our marketing purposes to offer our products and services to you
Yes
No
For joint marketing with other financial companies
Yes
No
For our affiliates’ everyday business purposes – information about your transactions and experiences
Yes
No
For our affiliates’ everyday business purposes – Information about your creditworthiness
Yes
Yes
For our affiliates to market to you
Yes
Yes
For nonaffiliates to market to you
Yes
Yes

Please note: If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice.

However, you can contact us at any time to limit our sharing.

TO LIMIT OUR SHARING CALL US AT +1-305-690-2310 OR FILL THE FORM BELOW.

frequently asked questions

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

We collect your personal information, for example, when you

  • apply for a loan or give us your income information
  • provide account information or provide employment information
  • show your government-issued ID

We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.

Federal law gives you the right to limit only

  • sharing for affiliates' everyday business purposes - information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.

Your choice will apply to everyone on your account.

Limit Personal Information Sharing

CALL US AT +1-305-690-2310 OR FILL THE FORM BELOW.

Contact Us.

We Would Be Happy To Speak With You.

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