Author: Jeff Erez

There are options for clients of Edward Jones broker Ryan Montgomery (CRD# 7158569) who lost money due to investments in mutual funds. He has been registered with Edward Jones in Cheyenne, Wyoming since 2019. Ryan Montgomery Customer Complaints He has … Continue reading

Erez Law is currently investigating former Cabot Lodge Securities LLC broker Michael Lee (CRD# 715932) who is accused of variable annuity investment losses. He has been registered with Essex Securities LLC in Jersey City, New Jersey since 2020 and with … Continue reading

Moloney Securities Co., Inc. broker Robert Vance (CRD# 1887560) faces customer complaints related to unsuitable investment recommendations. He has been registered with Moloney Securities Co., Inc. in Sonora, California since 2016. Robert Vance Customer Complaints He has been the subject … Continue reading

Erez Law is currently investigating Lincoln Financial Securities Corporation broker Tony Keena (CRD# 3014120) regarding energy sector losses. He has been registered with Lincoln Financial Securities Corporation in Winter Park, Florida since 2014. Tony Keena Customer Complaint He has been … Continue reading

Can I recover losses from investments with J.W. Cole Financial, Inc. broker Allyson Trantum (CRD# 2896970) who is accused of variable annuity investment losses? She has been registered with J.W. Cole Financial, Inc. in Temecula, California since 2018. Previously, he … Continue reading

Erez Law is currently investigating Western International Securities, Inc. broker Fariba Madison (CRD# 1178259) related to claims regarding negligence. She has been registered with Western International Securities, Inc. in Los Alamitos, California since 2012. Fariba Madison Customer Complaints She has … Continue reading

Were you the victim of Merrill Lynch, Pierce, Fenner & Smith Incorporated broker Patrick Cody (CRD# 5902144) who is accused of unsuitable investment recommendations? He has been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, California … Continue reading

Erez Law is currently investigating Morgan Stanley broker Gregory Cousins (CRD# 2150397) regarding investment losses due to overconcentration. He has been registered with Morgan Stanley in Boca Raton, Florida since 2009. Gregory Cousins Customer Complaints He has been the subject … Continue reading

Erez Law is currently investigating JRL Capital Corporation broker Hillard Rest (CRD# 858840) regarding GWG Holdings Inc. losses. He has been registered with JRL Capital Corporation in Newport Beach, California since 2013. Hillard Rest Customer Complaints He has been the … Continue reading

There are options for customers of Centaurus Financial, Inc. broker John Marcheso (CRD# 869337) regarding real estate securities losses. He has been registered with Centaurus Financial, Inc. in Coeur D’ Alene, Idaho since 2000. John Marcheso Customer Complaints He has … Continue reading