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EFTA01268420.pdf
AI Summary
Email correspondence between TD Ameritrade financial consultant Chad Markland and Richard Kahn of HBRK Associates regarding financial services and scheduling a follow-up call. This appears to be routine financial services communication that was collected as part of the Epstein case discovery process. [Rating: 4/10 - Standard financial services correspondence with case-specific individuals but no substantive information about the Epstein case itself]
Flags
financial_transactions
Extracted Entities
| Name | Type | Context |
|---|---|---|
| HBRK Associates Inc. | organization | Richard Kahn's associated company located at 575 Lexington Avenue |
| TD Ameritrade | organization | Financial services company providing investment services |
| Chad Markland | person | Senior Financial Consultant at TD Ameritrade |
| Richard Kahn | person | Client associated with HBRK Associates Inc. |
Full Text
From: rha4 MArklandrakdamergrade corn
To:
Subject: RE: Ti) Ameritrade
Date: Tuesday, January 22, 2019 5:14:46 PM
Attachments: imacie001.one
Hey Rich,
No worries, what would be a good time to call you tomorrow?
Sincerely,
Chad Markland
Senior Financial Consultant
Phone: (817) 490-2333
Fax: (866) 594-5256
E-mail: f harl MarklandOTDAmeritrade corn
Itoww tdamentrade con
ID Ameritrade
Member FINRA/SIPCJI4FA
This message is confidential and sent by TD AMERITRADE solely for use by the intended recipient. If
you are not the intended recipient,
you are hereby notified that any use, distribution or copying of this communication is strictly
prohibited. If you have received this electronic
transmission in error, please notify us by telephone at 800-669-3900 immediately. This should not
be deemed as an offer or solicitation,
to buy or sell any product. Any 3rd party information contained herein was prepared by sources
deemed reliable, but is not guaranteed.
TD AMERITRADE does not accept electronic instructions that would require an original signature.
Information received by or sent from TD
AMERITRADE is stored, subject to review, and may be produced to regulatory authorities or others
with a legal right to such.
From: Richard Kahn [mailto
Sent Tuesday, January 22, 2019 4:10 PM
To: Markland, Chad W
Subject.: Re: TD Ameritrade
sorry i missed you today
lets talk tomorrow
thanks
CONFIDENTIAL SDNY_GM_00012363
EFTA_00I230l I
EFTA01268420
Richard Kahn
HBRK Associates Inc.
575 Lexington Avenue 4th Floor
New York, NY 10022
te
fa
cc
On Jan 15, 2019, at 4:54 PM Chad Markland({i•tdameritrade_colu wrote:
Rich,
Thank you for taking the time to speak to me today and helping me understand your
financial needs. As your Senior Financial Consultant, my primary focus is to understand
your goals and guide you through available investment solutions that could best help you
pursue them. And as your financial needs change over time, I'm here to help you navigate
and adjust your plans accordingly.
As we discussed, my priority is to offer you more personalized service and support,
including:
One-on-One Support: I'm here to get to know what's
important to you and support you with ongoing portfolio
reviews, defining and tracking your financial goals, and
check-ins to help you get the most out of your
experience at TD Ameritrade.
Personalized Guidance: Once I understand your goals,
objectives, and investing style, together we can develop
an investing plan and identify solutions that may be a
good fit for you.
Extensive Planning Resources: I can help you gain a
better understanding of the tools and resources available
to help you manage your portfolio, research investments,
CONFIDENTIAL SDNY_GM_00012364
EFTA ((1123012
EFTA01268421
and place trades.
Access to Specialists: I can connect you to our
knowledgeable specialists, who can provide added
insight in several areas, including annuities, fixed
income, trading, and professionally managed portfolios.
I look forward to helping you with your investing needs. Should you have any questions or
concerns, I'm available 8:30 a.m. to 5 p.m. CST, Monday through Friday.
Best regards,
Chad Markland
Senior Financial Consultant
Phone: (817) 490-2333
Fax: (866) 594-5256
E-mail: harl MarklanriOTDAmeritrade corn
yovw tdarnaritrada corn
<image001.png>
Member FINRA/SIPCMFA
This message is confidential and sent by TD AMERITRADE solely for use by the intended recipient. If
you are not the intended recipient,
you are hereby notified that any use, distribution or copying of this communication is strictly
prohibited. If you have received this electronic
transmission in error, please notify us by telephone at 800-669-3900 immediately. This should not
be deemed as an offer or solicitation,
to buy or sell any product. Any 3rd party information contained herein was prepared by sources
deemed reliable, but is not guaranteed.
TD AMERITRADE does not accept electronic instructions that would require an original signature.
Information received by or sent from TD
AMERITRADE is stored, subject to review, and may be produced to regulatory authorities or others
with a legal right to such.
SDNY_GM_00012365
CONFIDENTIAL
EFTA_00 I 23013
EFTA01268422