About 10 years ago there was a TD Ameritrade advisor (near my home) that kept hounding me and offered to ‘manage’ my money. He cold called me about 5-6 times and started to get mad that I kept on turning down his offers to help me. Guy called me on my birthday to say hello and he wants to help. I said NO.
He then said that I was being “stubborn”.…..
Normally I would have blown up and get nasty with him but I kept my cool. I told him next time he pesters me I will have to call corporate office and complain that I’m be harassed.
I don’t know if TD Ameritrade was telling their financial advisors to cold call account holders that were trading online and trying to persuade them to use the financial advisor services of TD Ameritrade.