EFTA02571209.pdf

From: jeffrey E. <[email protected]> Sent: Saturday, November 4, 2017 4:49 PM To: Valeria Chomsky Subject: Re: Chomsky invoices and statements - As requested (more info) gene . please prepare a suitable complaint. re=milenium. it is outrageious =div class=" mail uote">On Sat Nov 4 2017 at 12:06 PM, Valeria Chomsk wrote: =div dir="ltr"> Some more pieces for the puzzle. In=erestingly, although Katz (Bainco) states that Noam receives a hard copy o= Pershing monthly statements, we never received them in our address in Cam=ridge. And Noam was never informed about how to access the Millenniu= statements via e-delivery. Weird. Forwarded messa e From: Robert Katz <mailto Date: We=, Aug 9, 2017 at 3:37 PM Subject: Chomsky invoices and statements - As requested To: Gene Landy Cc: Valeria Chomsk =Noam Chomsky <=chomsky3@gma >, Isabel Scharmer <mailto >, Robert Katz Gene - As requested please see the attached invoices for 20=6 for Noam's retirement accounts at year-end. Additionally, Noam elected to have the Millennium statements =Quarterly) sent to him via e-delivery and the Pershing statements (monthly) are hard copy to his home in Cambridge. a> Best regards, </=pan> Robert Katz, CFP° Wealth Strategies, Managing Director,=Partner , I EFTA_R1_01739647 EFTA02571209  699 Boylston Street 10th Floor I Boston, MA 02116 www.bainco.com <http://www.bainco.com/> =span style="font-size:10.0ptfont-family:"Liberation Sans";texr-decoration:none">=/span> <https://www.bainco.com/bainco-named-2017-=inancial-times-300-top-registered-investment-advisers/> </=pan> </=pan> Hello Robert, This is just a short note to confirm our discussion today. You will be supplying the 2016 year-end statement for Millennium in additio= to the Pershing statement and will confirm that both are routinely suppli=d to our clients. You will also kindly be supplying Bainco and other relevant fee information=as of 2016 year end for each of the relevant accounts. If we need additional information, I will let you know. Thanks for your help. Best, Gene Ge=e Landy Ruber=o, Israel & Weiner, P.C. Chair, Technology Bus=ness Group 255 Sta=e Street, 7th Floor Boston, MA =2109 Office e-mail WWWJIW.<= r>com <http:/=www.riw.com/> =A0 A Focus on Technology Business </=pan> </=pan> This communication is for informational purposes only. It is not intended a= an offer or solicitation for the purchase or sale of any security or fina=cial instrument or as an official confirmation of any transaction. Market =rices, data and other information are not warranted as to completeness or =ccuracy and are subject to change without notice. The comments or statemen=s made herein do not necessarily reflect the opinions of Bainco Internatio=al Investors, LLC, 2 EFTA_R1_01739648 EFTA02571210 its subsidiaries and affiliates. The email may contain =onfidential or proprietary information. If you are not the intended recipi=nt of this email, please immediately reply to the sender and make the send=r aware of the mistake and then delete the email. =AO please note The information contained i= this communication is confidential, may be attorney-client privileged,=may constitute inside information, and is intended only for the use =f the addressee. It is the property of JEE Unauthorized use, disclos=re or copying of this communication or any part thereof is strictly pro=ibited and may be unlawful. If you have received this communication =n error, please notify us immediately by return e-mail or by e-mail to =a href="mailto:[email protected]" target="_blank">jeevacation@gmai=.com, and destroy this communication and all copies thereof, inc=uding all attachments. copyright -all rights reserved 3 EFTA_R1_01739649 EFTA02571211