Three-year Anniversary of FINRA Securities Helpline for Seniors Marked by Investor Success

On April 20, 2015, FINRA launched the Securities Helpline for Seniors to provide senior investors a source of trustworthy information and assistance. Since its inception, Helpline staff has taken more than 13,000 calls and brokerage firms have voluntarily returned more than $5.3 million to brokerage customers because of information and help provided by the Helpline.

Many callers are simply seeking information, while others need additional help navigating more complex investment problems. One of those stories came to FINRA’s attention following a call to the Helpline in the fall of 2017 by Meggie. We went out to Seattle to learn more about her story.

Securities Helpline for Seniors
Toll free Call 844-57-HELPS (844-574-3577)
Monday – Friday
9 a.m. – 5 p.m. Eastern Time