It’s times like this when you find out if your advisor has properly invested your money and that your account is being managed consistent with your stated goals and objectives. Please contact us if you would like a complimentary case evaluation. Thank you!
Recovery for losses related to research provided by an investment banking firm.
Recovery for losses related to Puerto Rico Bonds and Closed-End Bond Funds.
Recovery for losses related to the recommendation and sale of Non-Conforming Investments (REITs and BDCs) by a National Independent Broker/Dealer
Recovery for losses sustained by client of an RIA.
Recovery for losses related to a Future Income Payment LLC (FIP) program
Recovery for losses related to alternative investments (REITs, Direct Private Placements and Promissory Notes) sold by a regional Broker Dealer.
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