Author: Jeff Erez
Erez Law is currently investigating United Planners’ Financial Services Of America A Limited Partner broker James Tausz (CRD# 442956) related to alternative investment losses. He has been registered with United Planners’ Financial Services Of America A Limited Partner in Clarion, … Continue reading
Erez Law recently filed a FINRA arbitration against Morgan Stanley. Their customer alleges investment losses due to recommendations by Morgan Stanley broker Sean Righter (CRD#5419832). Sean Righter has been a registered representative of Morgan Stanley in Irvine, California, since 2009. … Continue reading
Were you the victim of investment losses with former Monmouth Capital Management LLC and Newbridge Securities Corporation broker Caz Craffy (CRD# 5222223)? He was registered with Monmouth Capital Management LLC in Pleasant Beach, New Jersey, from 2021 to 2022, when … Continue reading
Erez Law is interested in speaking with investors who may have suffered losses due to investments with former Centaurus Financial, Inc. broker Marc Korsch (CRD# 5525226). He has been registered with Arkadios Capital in Atlanta, Georgia, since March 2021. Previously, … Continue reading
Erez Law is currently investigating former H. Beck, Inc. broker Carolyn Valentine (CRD# 2532412) regarding real estate investment losses. She has been registered with Cambridge Investment Research, Inc. in Canton, Ohio, since 2019. Previously, she was registered with H. Beck, … Continue reading
Can I recover losses from investments with Moloney Securities Co., Inc. broker Jeffrey Morris (CRD# 2478499)? He has been registered with Moloney Securities Co., Inc. in Estes Park, Colorado, since 2012. Jeffrey Morris Customer Complaints He has been the subject … Continue reading
Did you lose money investing with Merrill Lynch, Pierce, Fenner & Smith Incorporated broker Bernard Adair (CRD# 1535429)? He has been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jupiter, Florida, since 1991. Bernard Adair Customer Complaints He … Continue reading
Erez Law is currently investigating former Morgan Stanley broker Darryl Cohen (CRD# 2786613) regarding non-broker dealer product investment losses and selling away. The broker was part of the Global Sports Entertainment Group at Morgan Stanley, focusing on athletes and entertainers … Continue reading
Were you the victim of former NYLife Securities LLC broker Howard Hanna (CRD# 2076342), who is accused of variable annuity investment losses? He has been registered with NYLife Securities LLC in Waco, Texas, since 2016. Previously, he was registered with … Continue reading
Former First Allied Securities, Inc. broker Kevin Asano (CRD# 4450052) is accused of real estate securities losses. He has been registered with Cetera Advisors LLC in Honolulu, Hawaii since 2022 and with Cetera Investment Advisers LLC since 2020. Previously, he … Continue reading