The following Addendum is provided to notify all Swiss clients of our compliance with the Swiss Federal Act on Financial Services. The new Act seeks to protect the clients of financial service providers and to establish comparable conditions for the provision of financial services by financial service providers, and thus contributes to enhancing the reputation and competitiveness of Switzerland's financial centre.
Dynamic Advisors Solution LLC ("Dynamic") is the legal name of the Firm (CRD #151367). Dynamic Wealth Advisors is the primary name under which we conduct our advisory business. Dynamic is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). While Dynamic may refer to itself as a “registered investment adviser” or “RIA” client should be aware that registration itself does not imply any level of skill or training. Additional information about Dynamic and its investment advisor representatives (“Financial Advisors”) is available on the SEC’s website at www.adviserinfo.sec.gov.
Dynamic has affiliated with a non-profit Swiss Financial Ombudsman (“FINOS)” to act as a neutral mediator between clients and financial services providers (Dynamic) in the event that a dispute occurs. As a neutral institute, FINOS will endeavor to find mutually acceptable solutions for all parties, thereby avoiding costly legal disputes.
Finanzombudsstelle Schweiz FINOS
Talstrasse 20, 8001 Zurich, Schweiz
Telefon +41 – 44 552 08 00
If you have any questions, please speak with your financial advisor Marina Hernandez and/or Jeffrey Haindl or contact Compliance at Dynamic Wealth Advisors at 2415 E Camelback Road, Suite 700, Phoenix, AZ 85016 or calling 1-877-257-3840 x 720.