I am writing to advise you that I am closing my account with you immediately. Please liquidate my holdings and send the check to my new broker, .
You know that I am a retired widow on a small Social Security and pension income. Still, you managed to invest in speculative funds that caused a loss in my IRA account in the past months. It went from $ to $, or a loss of of the value.
You placed me in inappropriate investments for someone my age and in my financial situation.
Very truly yours,
[First Name][Last Name]
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