EFTA00679488.pdf

From: Valeria Chomsky To: "jeffrey E." <jeevacation@gmail.com> Cc: Noam Chomsky Subject: Fwd: Chomsky invoices and statements - As requested (more info) Date: Sat, 04 Nov 2017 16:06:14 +0000 Attachments: NCIRA_Invoice.pdf; NC2IRA_Invoice.pdf; 123116_NCIRA.pdf; 123116_NC2IRA.pdf; doc20170809141325.pdf Inline-Images: image001.png Some more pieces for the puzzle. Interestingly, although Katz (Bainco) states that Noam receives a hard copy of Pershing monthly statements, we never received them in our address in Cambridge. And Noam was never informed about how to access the Millennium statements via e-delivery. Weird. Forwarded message From: Robert Katz -4 Date: Wed, Aug 9, 2017 at 3:37 PM Subject: Chomsky invoices and statements - As requested To: Gene Landy Cc: Valeria Chomsk , , Noam Chomsky < , Kathleen O'Malley Robert Katz Sam Bain Isabel Scharmer Gene - As requested please see the attached invoices for 2016 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. Best regards, Robert Katz, CFP® Wealth Strategies. Managing Director. Partner 699 Boylston Street 1 10th Floor I Boston. MA 02116 Main I Direct EFTA00679488 Email Signature Logo 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 addition to the Pershing statement and will confirm that both are routinely supplied 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 Gene Landy Ruberto, Israel & Weiner, Chair, Technology Business Group 255 State Street, 7th Floor B st n MA 02109 Office: Fax: e-mail: A Focus on Technology Business This communication is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument or as an official confirmation of any transaction. Market prices, data and other information are not warranted as to completeness or accuracy and are subject to change without notice. The comments or statements made herein do not necessarily reflect the opinions of Bainco International Investors, LLC, its subsidiaries and affiliates. The email may contain confidential or proprietary information. If you are not the intended recipient of this email, please immediately reply to the sender and make the sender aware of the mistake and then delete the email. EFTA00679489