Author: Jeff Erez
Erez Law is currently investigating former Center Street Securities, Inc. broker William Borleis (CRD# 2285245), who is accused of unsuitable investment recommendations. He has been registered with Arete Wealth Management, LLC in Chicago, Illinois, since 2022. Previously, he was registered … Continue reading
Were you the victim of investment losses due to recommendations by former Centaurus Financial, Inc. broker Ryan Hall (CRD# 5077163)? He has been registered with LPL Financial LLC in Royal Oak, Michigan, since 2021. Previously, he was registered with Centaurus … Continue reading
Erez Law is currently investigating PFS Investments Inc. broker Steven Sacoolas (CRD# 2404253) regarding mutual fund losses. He has been registered with PFS Investments Inc. in Tarpon Springs, Florida, since 1994. Steven Sacoolas Customer Complaints He has been the subject … Continue reading
Were you the victim of investment losses due to recommendations by Edward Jones broker Chad Metzger (CRD# 2643188)? He has been registered with Edward Jones in Wapakoneta, Ohio, since 1999. Chad Metzger Customer Complaints He has been the subject of … Continue reading
Were you the victim of former Truist Investment Services, Inc. broker Yu Tang (CRD# 4974432), who is accused of unsuitable investment recommendations? He has been registered with Globalink Securities, Inc. in Monrovia, California, since 2022, and with Transglobal Advisory, LLC … Continue reading
There are options for clients of former Securities America, Inc. broker Curtis Wilson (CRD# 1517272), who suffered investment losses. He was registered with Securities America, Inc. in Tulsa, Oklahoma, from 2015 to 2020 and with LPL Financial LLC in Tulsa, … Continue reading
Emerson Equity LLC broker Timothy Sherer (CRD# 833618) is accused of unsuitable investment recommendations. He has been registered with Emerson Equity LLC in Los Gatos, California, since 2019. Previously, he was registered with Sandlapper Wealth Management, LLC and Sandlapper Securities, … Continue reading
There are options for clients of J.P. Morgan Securities LLC broker Nisreen Byrne (CRD# 2223199), who is accused of unsuitable investment recommendations. He has been registered with J.P. Morgan Securities LLC in Bloomfield Hills, Michigan, since 2014. Nisreen Byrne Customer … Continue reading
Erez Law is currently investigating Oppenheimer & Co. Inc. broker Zachary Taylor (CRD# 6074776), who faces a customer complaint related to stock losses. He has been registered with Saxony Securities, Inc. and Saxony Capital Management, LLC in Newport Beach, California, … Continue reading
Can I recover losses from investments with former MML Investors Services, LLC broker Kenan Bell (CRD# 5371532) regarding mutual fund losses? He has been registered with MML Investors Services, LLC in Lynchburg, Virginia, from 2019 to 2022, when he was … Continue reading