Category: Real Estate Investments Blog

Erez Law is currently investigating Independent Financial Group, LLC broker Daniel Loy (CRD# 3029654), who is accused of unsuitable investment recommendations regarding real estate securities. He has been registered with Independent Financial Group, LLC in Milpitas, California, since 2015. Previously, … Continue reading

Cambridge Investment Research, Inc. broker Alexander Kline (CRD# 1271785) is accused of real estate investment losses. He has been registered with Cambridge Investment Research, Inc. in Pittsburgh, Pennsylvania, since 2011. Previously, he was registered with Prospera Financial Services, Inc. in … Continue reading

Former Summit Brokerage Services, Inc. broker Richard Brown (CRD# 1595628) is accused of real estate investment losses. He has been registered with Cetera Advisor Networks LLC in Fort Myers, Florida, since 2019. Previously, he was registered with Summit Brokerage Services, … Continue reading

Erez Law is currently investigating brokers across the country who are accused of recommending the unsuitable RAD Diversified REIT, a non-traded real estate investment trust (REIT). What is RAD Diversified REIT? Diversified REIT invests in a portfolio of properties … Continue reading

There are options for clients of PHX Financial, Inc. broker Steros Christoforou (CRD# 4407397), who lost money investing in real estate securities. He has been registered with PHX Financial, Inc. in Fort Lauderdale, Florida, since 2012. Steros Christoforou Customer Complaints … Continue reading

Erez Law is currently investigating former Voya Financial Advisors, Inc. broker Nathan Wells (CRD# 5553359), who is accused of real estate securities investment losses. He has been registered with Cetera Advisor Networks LLC in Morrison, Illinois, since 2021. Previously, he … Continue reading

Erez Law is currently investigating former Ele Wealth Advisors, Inc. and MSI Financial Services, Inc. broker Gail Milon (CRD# 1766745) related to real estate investment losses. She was registered with Ele Wealth Advisors, Inc. in Tallahassee, Florida, from March to … Continue reading

Erez Law is currently investigating Ameriprise Financial Services, LLC broker Scott Roslonowski (CRD# 4795893) regarding investment losses related to a high-fee portfolio of non-traded real estate investment trusts (REITs), illiquid variable annuities, and variable universal life insurance. He has been … Continue reading

Erez Law is currently investigating DFPG Investments, LLC broker Colin Mansfield (CRD# 4643275), who is accused of real estate investment losses. He has been registered with DFPG Investments, LLC in San Jose, California, since 2015. Previously, he was registered with … Continue reading

There are options for clients of former Berthel, Fisher & Company Financial Services, Inc. broker Dennis Fearing (CRD# 1288339), who suffered investment losses due to unsuitable recommendations. He was registered with Berthel, Fisher & Company Financial Services, Inc. in Coleraine, … Continue reading