Welcome to
Tasciotti Financial

Welcome to Tasciotti FinancialWelcome to Tasciotti FinancialWelcome to Tasciotti Financial

Welcome to
Tasciotti Financial

Welcome to Tasciotti FinancialWelcome to Tasciotti FinancialWelcome to Tasciotti Financial
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Dan Tasciotti

CFP®, CLU, ChFC, MBA

Thank you for your interest in Tasciotti Financial.

Our practice is focused on helping our existing clients.

Currently we are accepting a limited number of new clients.

Please call us at:

(305) 599-9937

Tasciotti Financial

The Retirement Conversation®

CHECK THE BACKGROUND OF THIS FINANCIAL PROFESSIONAL ON FINRA'S BROKERCHECK


https://brokercheck.finra.org


View our customer relationship summary:  MI1327 Form CRS Customer Relationship Summary 


Daniel Tasciotti is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Tasciotti Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 1000 Corporate Drive Suite 700, Ft. Lauderdale, FL 33334. (954) 689-9484. I am licensed to offer insurance in FL, GA, MD, MI, NC, SC, and TX, and securities in FL, GA, NC, OH, VA and TX.  CRN202609-4816178 

Privacy Policy


Privacy Policy


Overview:

Effective Date/Last Modified: May 13, 2025. 


This Privacy Policy describes: 

• Information that we receive from you when you interact with the Services 

• How we use and process the information that we receive 

• If and why Personal Information may be disclosed to third parties 

• Your choices regarding the collection and processing of your Personal Information 


Please note that this Privacy Policy does not apply to information collected through third-party websites or services that you may access through the Services 

PLEASE REVIEW THIS PRIVACY POLICY CAREFULLY. When you submit information to or through the Services, you consent to the collection and processing of your information as described in this Privacy Policy. 

By using the Services, you accept the terms of this Privacy Policy 

IF YOU DO NOT AGREE WITH ANY PART OF THIS PRIVACY POLICY OR OUR TERMS OF SERVICE, PLEASE DO NOT USE ANY OF THE SERVICES. 

The Effective Date of this Privacy Policy is set forth at the top of this Policy. Whenever possible, we will provide you with advance written notice of our changes to this Privacy Policy. We will not make retroactive changes that reduce your privacy rights unless we are legally required to do so. Your continued use of the Services after the Effective Date constitutes your acceptance of the amended Privacy Policy. The amended Privacy Policy supersedes all previous versions. 

INFORMATION WE COLLECT 

We collect various kinds of information that you provide to us as well as information we obtain from your use of the Services. Some of the types of information that we collect include: 


“Personal Information”—information associated with or used to identify or contact a specific person. Personal Information includes: (1) contact data (such as e-mail address, telephone number and employer); (2) demographic data (such as gender, date of birth and zip code); [and] (3) certain Usage Data (defined below), such as IP address[.] [; and (4) describe any other categories of information the user provides or the digital service collects, such as user-generated content or purchases]. 


Certain Personal Information, such as information about personal health or finances, is characterized as Sensitive and subject to stricter regulation than other personal information. Before providing it to use, we urge you to carefully consider whether to disclose your Sensitive Personal Information to us. If you do provide Sensitive Personal Information to us, you consent to its use and disclosure for the purposes and in the manner described in this Privacy Policy. 


“Usage Data”—information about an individual's online activity that, by itself, does not identify the individual, such as [include all that apply]: 

• technical information, including your browser type, service provider, IP address, operating system and webpages visited. 

• information about what you've searched for and looked at while using the Services. 

• metadata, which means information related to items you made available through the Services, such as the date, time or location that a shared photograph or video was taken or posted. 


(Generally, we do not consider Usage Data as Personal Information because Usage Data by itself usually does not identify an individual. Personal Information and Usage Data may be linked together. Different types of Usage Information also may be linked together and once linked, may identify an individual person. Some Usage Data may be Personal Information under applicable law.) 


“Location Data” is a category of Personal Information collected about the location of a mobile device or computer, including: 

• The location of the mobile device or computer used to access the Services derived from GPS or WiFi use. 

• The IP address of the mobile device or computer or internet service used to access the Services. 

• Other information made available by a user or others that indicates the current or prior location of the user, such as [information that you or others post indicating your location] [geotag information in photographs]. 


How We Collect Information 


Whether we collect certain types of information and how we process it depends on how you use and access the Services. Some information is collected automatically through use of cookies and similar data collection tools. We collect information about you in the following ways: 


From You. We collect information from you when you: 


• Use the Services. We collect Personal Information from you when you create an account to use one of the Services, contact us for help or information or otherwise voluntarily provide your Personal Information. We collect the information and content that you submit to us, [such as when you enter comments or submit a review]. 

• Connect with social media though the Services. The Services may offer you the ability to use Facebook Connect or other social media services (collectively, “social media”) in conjunction with certain Services. When you access the Services through your Facebook or other Social Media account, the Services may, depending on your privacy settings, have access to information that you have provided to the Social Media platform. We may use this information for the purposes described in this Privacy Policy or at the time the information was collected. 


From Our Business Partners and Service Providers. 


Third parties that assist us with our business operations also collect information (including Personal Information and Usage Data) about you through the Services and share it with us. For example, our vendors collect and share information with us to help us detect and prevent fraud. 


We may combine the information we collect from you with information from other sources and use the combined information as described in this Privacy Policy. 


Usage Data. We also automatically collect Usage Data when you interact with the Services. 


From cookies and other data collection tools. 


We, along with the service providers that help us provide the Services, use small text files called “cookies”, which are small computer files sent to or accessed from your web browser or your computer's or tablet's hard drive that contain information about your computer, such as a user ID, user settings, browsing history and activities conducted while using the Services. Cookies are not themselves personally identifiable but may be linked to Personal Information that you provide to us through your interaction with the Services. A cookie typically contains the name of the domain (internet location) from which the cookie originated, the “lifetime” of the cookie (i.e., when it expires) and a randomly generated unique number or similar identifier. 


Cookies help us improve the Services by [Include all that apply: tracking users' navigation habits and storing users' passwords, customizing users' experience with the Services; enabling us to analyze technical and navigational information about the Services; and helping to detect and prevent fraud]. 


We also use other cookies and other data collection tools (such as web beacons and server logs), which we collectively refer to as “data collection tools,” to help improve your experience with the Services. [For example, data collection tools help us remember users and make the Services more relevant to them]. 


The Services also may use data collection tools to collect information from the device used to access the Services, such as operating system type, browser type, domain and other system settings, as well as the operating system used and the country and time zone in which the computer or device is located. 


Web browsers allow some control of most cookies through the browser settings. To find out more about cookies, including how to manage and delete cookies, visit www.allaboutcookies.org. Some web browsers (including some mobile web browsers) provide settings that allow a user to reject cookies or to alert a user when a cookie is placed on the user's computer, tablet or mobile device. Most mobile devices also offer settings to reject mobile device identifiers. Although users are not required to accept cookies or mobile device identifiers, blocking or rejecting them may prevent access to some features available through the Services. 

How We Use Your Information 


We may use the information we collect for any of the following purposes [include all that apply and add any additional uses, as applicable]: 


• To provide the Services to you. 

• To operate, improve and personalize the products and services we offer, and to give each user a more consistent and personalized experience when interacting with us. 

• For customer service, security, to detect fraud or illegal activities, or for archival and backup purposes in connection with the provision of the Services. 

• To communicate with users [list examples of types of communications]. 

• To better understand how users access and use the Services, for the purposes of trying to improve the Services and to respond to user preferences, including language and location customization, personalized help and instructions, or other responses to users' usage of the Services. 

• To help us develop our new products and services and improve our existing products and services. 

• To provide users with advertising and direct marketing that is more relevant to you. 

• To enforce our [Terms of Service] or other applicable policies. And, 

• To assess the effectiveness of and improve advertising and other marketing and promotional activities on or in connection with the Services. 


Please note that, in order to provide you with a better experience and to improve the Services, information collected through the Services may be used in an aggregated or individualized manner. 


For example, personal information collected during use of one of the services may be used to suggest particular content that can be made available to the user on another of the Services or be used to try to present more relevant advertising in another of the Services.


How We Share and Disclose Your Information 


We may share and disclose information as described at the time information is collected or as follows: 


When you consent. We may share Personal Information with third parties if you have given us your consent to do so. We will only share Sensitive Personal Information when you have given us your opt- in consent. 


To perform services. We may disclose Personal Information to third parties in order to perform services requested or functions initiated by users, such as your contact information. In addition, we may disclose Personal Information in order to identify a user in connection with communications sent through the Services. We also may offer users the opportunity to share information with friends and other users through the Services. 


With third party service providers performing services on our behalf. 


We share information, including Personal Information, with our service providers to perform the functions for which we engage them (such as hosting and data analyses). We may share information as needed to operate other related services. 


For legal purposes. We also may share information that we collect from users, as needed, to enforce our rights, protect our property or protect the rights, property or safety of others, or as needed to support external auditing, compliance and corporate governance functions. We will disclose Personal Information as we deem necessary to respond to a subpoena, regulation, binding order of a data protection agency, legal process, governmental request or other legal or regulatory process. We may also share Personal Information as required to pursue available remedies or limit damages we may sustain. 


In aggregated form. We may share Personal Information about you in an aggregated form—that is, in a statistical or summary form that does not include any personal identifiers—with third parties in order to discover and reveal trends about how users like you interact with our services. 


During corporate changes. We may transfer information, including your Personal Information, in connection with a merger, sale, acquisition or other change of ownership or control by or of us or any affiliated company (in each case whether in whole or in part). When one of these events occurs, we will use reasonable efforts to notify users before your information is transferred or becomes subject to a different privacy policy. 


Information Storage and Security 

Data Storage Location: Data is stored on secure servers, cloud storage, or other data centers. In compliance with local data protection laws. 


• Security Measures: Security measures in place to protect user data from unauthorized access, disclosure, alteration, or destruction. This can include encryption, firewalls, secure socket layer (SSL) technology, and regular security audits. 


• Access Controls: Access controls are in place to ensure that only authorized personnel can access user data. This includes role-based access, authentication protocols, and monitoring of access logs. 


• Data Retention:  We retain information as long as it is necessary and relevant for our operations. We also retain Personal Information from closed accounts to comply with applicable law, prevent fraud, resolve disputes, troubleshoot problems, assist with any investigation, and other actions permitted by law. After it is no longer necessary for us to retain information, we dispose of it according to our data retention and deletion policies.


• Incident Response: In the event of an incident a response plan in place to address data breaches or security incidents. This includes steps for notifying affected users and regulatory authorities, as well as measures to mitigate the impact of the breach. 


• Third-Party Security: If user data is shared with third-party service providers, these providers must comply with security measures prescribed by regulators. 


We employ industry-standard security measures designed to protect the security of all information submitted through the Services. However, the security of information transmitted through the internet can never be guaranteed. We are not responsible for any interception or interruption of any communications through the internet or for changes to or losses of data. Users of the Services are responsible for maintaining the security of any password, user ID or other form of authentication involved in obtaining access to password protected or secure areas of any of our digital services. In order to protect you and your data, we may suspend your use of any of the Services, without notice, pending an investigation, if any breach of security is suspected. Access to and use of password protected and/or secure areas of any of the Services are restricted to authorized users only. 


Unauthorized access to such areas is prohibited and may lead to criminal prosecution. 


Your Rights 


You have rights regarding your personal data, including: 


• Right to Access: Right to request access to your personal data that you have collected and stored. This includes obtaining a copy of the data and understanding how it is being used. 


• Right to Rectification: Ability to request corrections to any inaccurate or incomplete personal data. This ensures that your information is accurate and up to date. 


• Right to Erasure (Right to be Forgotten): Ability to request the deletion of your personal data under certain circumstances, such as when the data is no longer necessary for the purposes it was collected or if they withdraw their consent. 


• Right to Restrict Processing: Ability to request the restriction of processing your personal data. This means their data can be stored but not used for specific purposes. 


• Right to Data Portability: Right to receive your personal data in a structured, commonly used, and machine-readable format. They can also request that their data be transferred to another organization. 


• Right to Object: Ability to object to the processing of your personal data for certain purposes, such as direct marketing or profiling. 


• Right to Withdraw Consent: Ability to withdraw your consent for the processing of your personal data at any time. This does not affect the lawfulness of processing based on consent before its withdrawal. 


• Right to Lodge a Complaint: Right to lodge a complaint with a supervisory authority if you believe their data protection rights have been violated.


It is important to us that you are able to access and review the Personal Information we have about you and make corrections to it or delete it, as necessary. You can visit your account to manage and correct the information we have on file about you. If you have any questions about how to access your Personal Information, please contact us at 305-599-9937. 


Links to Third Party Services


The Services may contain links to third-party websites and services (“Third Party Services”) with which we have no affiliation. A link to any Third-Party Service does not mean that we endorse it or the quality or accuracy of information presented on it. If you decide to visit a Third-Party Service, you are subject to its privacy policy and practices and not this Privacy Policy. We encourage you to carefully review the legal and privacy notices of all other digital services that you visit. 


Disclaimer: Not Child-Directed 


The Services are not intended for use by children. If you are under the age of majority in your place of residence, you may use the Services only with the consent of or under the supervision of your parent or legal guardian. 


Consistent with the requirements of the Children's Online Privacy Protection Act (COPPA), if we learn that we have received any information directly from a child under age 13 without first receiving his or her parent's verified consent, we will use that information only to respond directly to that child (or his or her parent or legal guardian) to inform the child that he or she cannot use the Services and subsequently we will delete that information. 


U.S./EU/Swiss Data Privacy Framework Certification 


We comply with the EU-U.S. Data Privacy Framework (DPF) and the Swiss-U.S. Data Privacy Framework (DPF), as set forth by the U.S. Department of Commerce, regarding the collection, use, and retention of personal information from European Union member countries and Switzerland. We have certified that we adhere to the DPF Principles of notice, choice, accountability for onward transfer, security, data integrity and purpose limitation, access, and recourse, enforcement, and liability. To learn more about the DPF program, and to view our certification, please visit https://www.dataprivacyframework.gov. 


Any personal information collected about EU visitors through the Services is processed in the United States by us or by a party acting on our behalf. When you provide personal information to us through the Services, you consent to the processing of your data in the United States. The Services are hosted in the United States. 


Tasciotti Financial

Copyright © 2023, Tasciotti Financial. All Rights Reserved.

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