Category: Real Estate Investment Trusts Blog

Erez Law is currently investigating UBS Financial Services Inc. broker Jason Klein (CRD# 2038304) regarding real estate investment trusts (REITs). He has been registered with UBS Financial Services Inc. in Buffalo, New York, since 2007. Jason Klein Customer Complaints He … Continue reading

Were you the victim of Independent Financial Group, LLC broker Michael Tannery (CRD# 1538345), who is accused of real estate investment trust (REIT) losses? He has been registered with Independent Financial Group, LLC in Richardson, Texas, since 2013. In June … Continue reading

Erez Law is currently investigating former Concorde Investment Services, LLC broker Joel Woods (CRD# 1470780) regarding real estate investment losses. He was registered with LPL Financial LLC in Fort Worth, Texas, from 2021 to 2024, Concorde Investment Services, LLC in … Continue reading

Erez Law is currently investigating former Proactive Retirement Solutions broker Larry Hancock (CRD# 1514911) regarding real estate investment losses. He was registered with Purshe Kaplan Sterling Investments in Federal Way, Washington, from 2010 to 2020, Next Financial Group, Inc. in … Continue reading

Erez Law is currently investigating former FSC Securities Corporation broker Jason Shelby (CRD# 4589734) regarding real estate losses. He has been registered with Osaic Wealth, Inc. in Memphis, Tennessee, since 2023. He was registered with FSC Securities Corporation in Memphis, … Continue reading

There are options for clients of Ameritas Investment Company, LLC broker John Eggleton (CRD# 4954717) related to real estate investment losses. He has been registered with Ameritas Investment Company, LLC in Dallas, Texas, since 2009. John Eggleton Customer Complaints He … Continue reading

Erez Law is currently investigating Equitable Advisors LLC broker Marc Drew (CRD# 4659088) regarding allegations of unsuitable investment recommendations involving real estate securities. He has been registered with Equitable Advisors LLC in Salt Lake City, Utah, since April 2012. Marc … Continue reading

Erez Law is currently investigating former Triad Advisors LLC broker John Matteoni (CRD# 4177784) regarding real estate investment trust (REITs). He has been registered with Osaic Wealth, Inc. in Reno, Nevada, since 2024. He was registered with Triad Advisors LLC … Continue reading

Have you experienced financial losses from investing in the NADG NNN Property Fund (NADG Real Estate Property Fund)? This private fund became a publicly traded real estate investment trust (REIT) named Frontview REIT. At Erez Law, we focus on helping … Continue reading

There are options for clients of Wintrust Investments LLC broker Cataldo Panici (CRD# 2112617) who suffered investment losses. He has been registered with Wintrust Investments LLC in Frankfort, Illinois since 2009. Cataldo Panici REIT Losses He has been the subject … Continue reading