Category: Real Estate Investment Trusts Blog

Colorado

Erez Law is currently investigating Presidential Brokerage, Inc. financial advisor Jason McBride (CRD# 1875972) regarding unsuitable recommendations with regards to real estate investment trusts (REITs) and limited partnerships. McBride has been registered with Presidential Brokerage, Inc. in Greenwood Village, Colorado … Continue reading

Ameritas Investment Corp. logo

Erez Law is currently investigating former Ameritas Investment Corp. financial advisor Michael Arteca (CRD# 4550695) regarding investment losses due to real estate investment trusts (REITs). Arteca has been registered with Pruco Securities, LLC in Uniondale, New York since September 2017. … Continue reading

Lincoln Financial Advisors Corporation logo

Erez Law is currently investigating Lincoln Financial Advisors Corporation financial advisor Philip Moshier (CRD# 853169) regarding unsuitable, highly risky, over-concentrated, and illiquid investments involving a real estate investment trust (REIT). REITs are companies that own, operate or finance income-producing real … Continue reading

Erez Law is currently investigating Purshe Kaplan Sterling Investments financial advisor Gopi Krishna Vungarala regarding excessive sales charges on the purchase of non-traded Real Estate Investment Trusts (REITs) and Business Development Companies (BDCs). Vungarala was registered with Purshe Kaplan Sterling … Continue reading