Frank26 [Post 1 of 2] Bank of New York (Bank of New York Mellon Corporation) story…Bank of New York has no retail branches…I went on their website…you just put your name and phone number and they contact you…The first person to contact me I had three conversations with him. He was a certified financial planner, series 7, who called himself junior but he’s very intelligent. He did the interview process with me…I told him my wife is from Iraq…I told him we had an ‘inheritance’ coming in…As soon as they find out you’re doing a speculative investment they shut you down…They asked, what are you looking for? I said I’m looking for a family front office situation services…
Frank26 [Post 2 of 2] They have tax services, trusts and foundations, legal services, tax advantages, trust brokers, investment brokers, all within there. That was the 4th conversation. We proceeded a couple weeks. I didn’t push them, just waited…I got an email from a managing director…BNY, they’re considered the correspondence bank for the whole United States Treasury…They have 54 trillion under management…I asked if he was a fiduciary. He said yes but also a series 7 certified…You have to approach them with humility. You can’t come to them and say, ‘I know the dinar or dong or whatever is happening’ because legally you put them in legal jeopardy saying that...I encourage everybody please don’t use “RV” and don’t use “guru speak” they’ll shut you down and put you on the blacklist. Please do not do that. Be humble and love them because they’re trying to help us.
