Author: Jeff Erez
Erez Law filed a claim against UBS Financial Services Inc. financial advisor Margaret Mary Lech-Loubet (CRD# 1564472) regarding her recommendations of high risk and unsuitable investments in proprietary structured products tied to the energy sector. Erez Law recently filed a … Continue reading
Erez Law is currently investigating Edward Jones & Co. financial advisor Kristopher Lee McKoin (CRD# 4071659) over recommendations for high yield energy investments tied to the volatile energy sector. McKoin has been an employee of Edward Jones for the past … Continue reading
In December 2016, a former UBS Financial Services, Inc. and UBS Financial Services, Inc. of Puerto Rico client won an award in a FINRA arbitration for compensatory damages in the amount of $18.6 million for losses sustained from investments in … Continue reading
Erez Law continues to investigate claims against former RBC Capital Markets, LLC financial advisor Paul Vincent Blum (CRD # 735003). Erez Law represents clients that allege that Blum recommended a speculative and unsuitable investment strategy of high risk “junk” oil … Continue reading
Erez Law is currently investigating Source Capital Group Inc. broker Joseph Scott Hooper (CRD# 2066207) over failed medical start-up investments that were sold to elderly investors. Hooper was registered with Source Capital from 2003 to 2010 and again from 2012 … Continue reading
Erez Law continues to investigate Morgan Stanley Financial Advisor Edward Louis Barger (CRD# 1360282). Erez Law represents a former customer of Barger who alleges that he recommended a reckless and unsuitable concentration of her portfolio in speculative energy sector investments. … Continue reading
Erez Law is investigating Morgan Stanley for the recommendation and sale of high yield energy investments sold to retail investors. The Miami-based law firm believes that Morgan Stanley brokers sold high risk “junk” oil and gas bonds tied to the … Continue reading
Erez Law represents several investors that have filed claims against Morgan Stanley Financial Advisor Angel Edgardo Aquino-Velez (CRD #2687333). His former customers allege that he was dangerously concentrating their investment portfolio in high risk and unsuitable Puerto Rico bonds. The … Continue reading
In January 2017, Erez Law obtained an award against Oriental Financial Services Corp. (“Oriental Financial”) in a FINRA arbitration for over $1,046,556 for losses sustained in a brokerage account held with the firm. The investor was a client of Enrique … Continue reading
The Miami-based law firm of Erez Law recently filed a FINRA arbitration claim against Oppenheimer & Co. on behalf of investors who suffered significant losses in energy sector companies including: Brietburn Energy Partners Sandridge Permian Trust Linn Energy Energy XXI … Continue reading