Recruiting Financial Advisors for
RIAs & Broker Dealers
Privacy Policy
Effective Date: February 5, 2026
IMPORTANT NOTICE REGARDING TEXT MESSAGING DATA
Fractional Sales Inc. (“we,” “us,” or “our”) does NOT share customer opt-in information, including phone numbers and consent records, with any affiliates or third parties for marketing, promotional, or any purposes unrelated to providing our direct services. All SMS/text messaging opt-in data is kept strictly confidential.
1. Information We Collect
We collect the following types of information:
Personal Information
- Name, email address, phone number, and physical address
- Payment information when purchases or service requests are made
- Opt-in records and timestamps for communications (SMS, email, etc.)
Non-Personal Information
- IP address, browser type, and device information
- Website analytics and usage patterns
- Cookies and related technologies
Customer Communication
- Records of inquiries and service requests
- Appointment details and preferences
- Service history and feedback
2. How We Use Your Information
We use collected data to:
- Provide and improve our services
- Process transactions and billing
- Communicate regarding inquiries, appointments, and updates
- Improve website performance and user experience
- Maintain security and fraud prevention
- Record communication preferences and consent
3. SMS Messaging & Compliance
Text Message Program Terms & Conditions
By opting into our SMS messaging program, you agree to receive text messages related to our services, including appointment reminders, account communications, and service updates.
Opt-In & Consent
- Messages are sent only after explicit consent
- Timestamped opt-in records are maintained
- We comply with the Telephone Consumer Protection Act (TCPA) and applicable messaging laws
Opt-Out Instructions
- Reply STOP to cancel SMS communications
- A final confirmation message will be sent
- Opt-out requests are processed immediately
Message Frequency & Content
- Frequency varies depending on service interaction
- Messages relate only to requested services
- Promotional messages require separate consent
Help & Support
- Reply HELP for assistance
- Email support: elana@fractionalsales.co
Carrier Information
- Standard message/data rates may apply
- Carriers are not liable for delays or delivery failures
- Supported carriers include major U.S. providers
SMS Data Protection Statement
No mobile information will be shared with third parties or affiliates for marketing/promotional purposes. Information sharing is limited to subcontractors supporting operational services (such as SMS delivery providers). SMS opt-in data and consent records are never sold or shared for unrelated purposes.
4. Information Sharing & Disclosure
We do not sell, rent, or trade personal information.
We may share data only with:
Service Providers
- Vendors assisting with operations or communication delivery
- All providers are contractually obligated to protect confidentiality
Legal Compliance
- When required by law or legal process
Business Transfers
- During mergers or acquisitions, with protections maintained
SMS consent data is excluded from all sharing categories except service providers required for delivery.
5. Data Security
We implement reasonable safeguards including:
- Encryption in transit and storage
- Secure authentication controls
- Security audits and employee training
- Breach notification compliance
- Backup and disaster recovery protocols
While we follow industry standards, no system is completely secure.
6. Cookies & Tracking Technologies
Cookies are used to:
- Analyze website performance
- Remember user preferences
- Improve functionality
Users may disable cookies in browser settings.
7. Your Rights & Choices
You may:
- Access or correct personal information
- Opt out of marketing communications
- Withdraw SMS consent by replying STOP
- Request details about data processing
Contact us to exercise your rights.
8. Third-Party Links
Our website may link to external sites. We are not responsible for their privacy practices.
9. Changes to This Policy
Updates will be posted on our website with a revised effective date.
10. Contact Information
Fractional Sales Inc.
Phone: +1 (561) 247-9384
Email: elana@fractionalsales.co
Website: https://www.fractionalsales.co/
By using our services, you consent to this Privacy Policy.