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, Inc. in Canton, Ohio, from 1997 to 2019.
Carolyn Valentine Customer Complaints
She has been the subject of two customer complaints between 2020 and 2022, according to her CRD report:
November 2022. “The Statement of Claim is filed on behalf of ten claimants against four broker-dealers, including Grove Point Investments, LLC, involving the same investment, – Centerpointe tenant in common interests offered by Cole Capital Partners, LLC. Claimants allege unsuitability, breach of fiduciary duty, and negligence. Grove Point is contesting the claims in full. Activity occurred July 14, 2007 to November 19, 2019.” The customer is seeking $471,746 in damages, and the case is currently pending. The complaint was regarding real estate security investment losses.
June 2020. “Non-Client: Claimant alleges that representative provided incomplete or incorrect tax documents and financial statements as part of a real estate transaction. Activity: 5/1/15 to 6/30/17.” The customer is seeking $978,797 in damages, and the case is currently pending. The complaint was regarding real estate transactions.
Pursuant to FINRA Rules, member firms are responsible for supervising a broker’s activities during the time the broker is registered with the firm. Therefore, H. Beck, Inc. may be liable for investment or other losses suffered by Carolyn Valentine’s customers.
Erez Law represents investors in the United States for claims against brokers and brokerage firms for wrongdoing. If you have experienced investment losses, please call us at 888-840-1571 or complete our contact form for a free consultation. Erez Law is a nationally recognized law firm representing individuals, trusts, corporations and institutions in claims against brokerage firms, banks and insurance companies on a contingency fee basis.
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