Advisors Excel Privacy Center

We’re committed to maintaining the privacy and security of your personal information. Advisors Excel entities may collect and use certain information about you to provide a variety of products and services. Depending on your relationship with Advisors Excel, different privacy notices may apply. For more information on our privacy practices, please refer to the links below in accordance with your relationship with Advisors Excel:

 

Website Terms of Use
This document governs the use of our websites.

Consumer Privacy Notice
This notice explains our general privacy practices including how Advisors Excel Sites may collect, use, and share information from or about you, excluding California Residents.

Consumer Privacy Notice for California Residents
This notice explains our general privacy practices for California residents including how Advisors Excel Sites may collect, use, and share information from or about you.

Financial Professional Privacy Notice
This notice applies to prospective, current, and former Advisors Excel agents or producers, AE Wealth Management investment adviser representatives, and AE Financial Services registered representatives regarding their professional relationship with us, excluding California Residents.

Financial Professional Privacy Notice for California Residents
This notice applies to prospective, current, and former Advisors Excel agents or producers, AE Wealth Management investment adviser representatives, and AE Financial Services registered representatives who are residents of California regarding their professional relationship with us.

AEWM Privacy Notice
AE Wealth Management (“AEWM”) is a financial services company required by federal law to describe the collection, sharing, and protection of your personal information including some rights to limit sharing. Please read this notice if you are a current or former client of AEWM.

AEFS Privacy Notice
AE Financial Services (“AEFS”) is a financial services company required by federal law to describe the collection, sharing, and protection of your personal information including some rights to limit sharing. Please read this notice if you are a current or former client of AEFS.

 

The Advisors Excel Sites are intended to be made available only to individuals in the United States, and the information on the Advisors Excel Sites is only for such persons. These notices do not address personal information collected, used, and disclosed for employment or applications for employment at Advisors Excel.

 

Advisors Excel as a Service Provider - Hosted Data

Some of our services include processing personal information on behalf of our Financial Professional Client in relation to applications, tools or software that we provide (“Hosted Data”). We are not the data controller of Hosted Data as we do not determine the purposes or the means of processing. If you believe your Personal Information is being processed by us in this way you should refer to the privacy notice of the data controller on whose behalf we are acting.

If you wish to access, correct, update, modify, or delete Hosted Data or if you would no longer like to be contacted by one of our Clients, you should direct your query to the Client, who is the Data Controller of your data. If you are a Financial Professional Client of our Services and wish to raise a request on behalf of data subjects in connection with Hosted Data, please contact us at privacy@advisorsexcel.com.