When A Stockbroker Calls, Take Notes! - A "notepad for investors" to use when talking to a stockbroker on the phone. How to Check out your Stockbroker or Brokerage Firm - ...If you are about to entrust some of your funds with an individual or securities firm, it is worth your while to do a background check... Tips for Online Investors - A guide for short-term and long-term investors using online trading services.