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Home > Financial Services > Stock Brokers > First wall street corp.
First wall street corp.
First Wall Street Corp, established in 1982, is one of the largest locally owned brokerage firms in San Diego County by Charles P. Lazzaro and Edwin A. Stephan. Mr. Lazzaro, president of the firm has over thirty years experience in the securities industry.
The firm offers a wide variety of retirement plan solutions, from establishing a traditional IRA to helping your company implement a new 401k plan. They also offer the new ROTH IRA, KEOGH plans and SEP IRAs.
If you have had a change in employment or if you are not happy with your current retirement plan, consult with your investment professional about rolling over your existing 401k or IRA to a First Wall Street Corp. self-directed retirement plan. Certain fees may apply.
They have access to all major domestic stock and option exchanges, third market execution and bond markets as well as access to the bond inventories of Wedbush Morgan Securities and several other major bond firms.
This privacy policy outlines the types of personal, nonpublic information they gather about you, how they use it, and with whom they might share it.
The firm only grants access to your personal, nonpublic information to its employees who have a business purpose for accessing such information. Such information that is accessed by electronic means is only accessible by a User ID and Password. User ID and Password is only granted to authorized individuals affiliated with your account such as representative and support staff.
They have physical safeguards that only allow appropriate employees to have access to locked and secured areas. Moreover, they require its employees to follow firm policy and procedures to protect your personal, nonpublic information and to keep it confidential.
In order to provide you with the appropriate level of services that you request, they may share account and transactional information within the firm, on a need to know basis.
They may, with your consent, share the personal, nonpublic information described above with firms that are necessary to assist them in carrying out the services you have requested and authorized.
Here they strive to provide you with the highest level of service and products. In that regard, maintaining the privacy of the personal, nonpublic information you provide to them is important and they want to assure you that they are committed to protecting the privacy of your information.
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