Left message on Voice Mail - SHE said her name was Joy Miller, "just following up from last week". Name didn't sound familiar - so did a phone # search. Weird.
Call from 781-595-0524 Private Caller. Bob Williams said he was following up on a call from a couple of weeks ago. He wanted to talk to my boss using a typical nickname for my boss first name. That is my red flag because he does not use that name. I asked what this is in regard to and he said he is an Individual Investor.
"Bob Michaels" called our office asking who all had their series 7 license, names of all the reps, where the reps were located and wanted to speak with a senior advisor. None of them were available at the time. He gave me his number to have one of them call back 781-595-0524. I did some research and found that the number belongs to Eugenia Mishkin and Robert S. Mishkin from Swampscott, MA.