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Erez Law is currently investigating Cetera Advisor Networks LLC broker Michael Bell (CRD# 1130667) regarding mutual fund losses. Bell has been registered with Cetera Advisor Networks LLC in Draper, Utah and Murray, Utah since 1996. Bell has been the subject … Continue reading

Erez Law is interested in speaking with investors who may have suffered losses due to investments with Allied Millennial Partners, LLC broker Matthew Platnico (CRD# 2102086) regarding investment losses. Platnico has been registered with Allied Millennial Partners, LLC in New … Continue reading

Erez Law is currently investigating former Trustmont Financial Group, Inc. broker Peter Kohli (CRD# 1064334) regarding penny stock investment losses. Kohli was registered with Trustmont Financial Group, Inc. from 2010 to 2015, when he was terminated regarding, “Violation of written … Continue reading

Erez Law has alleged in multiple FINRA arbitrations that UBS’ YES program was represented to investors as a low-risk, market-neutral strategy that allows investors to generate enhanced yield while reducing risk, all without requiring investors to deposit additional funds into … Continue reading

Were you the victim of former LPL Financial LLC broker Kevin Fretz (CRD# 4128808)? Fretz was registered with LPL Financial LLC in South Windsor, Connecticut from 2011 to 2019, when he was terminated regarding, “Representative maintained blank customer signed forms, … Continue reading

There are options for customers of Centaurus Financial, Inc. broker Royce Running (CRD# 5202198) who suffered investment losses. Running has been registered with Centaurus Financial, Inc. in Irvine, California since 2013. Running has been the subject of one customer complaint, … Continue reading

Erez Law is currently investigating NBC Securities, Inc. broker Marcello Lattuca (CRD# 2149434) regarding unsuitable investment recommendations. Lattuca has been registered with NBC Securities, Inc. in Massapequa, New York since 2015. Lattuca has been the subject of four customer complaints … Continue reading

Erez Law is currently investigating former Independent Financial Group, LLC broker William Morrow (CRD# 836500) regarding high-risk investments that leads to investment losses. Morrow has been registered with Concorde Investment Services, LLC in San Diego, California since 2018. Morrow has … Continue reading

Did you lose money investing with former UBS Financial Services Inc. broker George Vilfordi III (CRD# 704800)? Vilfordi has been registered with Ameriprise Financial Services, LLC in Dallas, Texas since 2018. Previously, Vilfordi was registered with UBS Financial Services Inc. … Continue reading

Were you the victim of former Worden Capital Management LLC broker Jason Wilk (CRD# 6072438)? Wilk was registered with Worden Capital Management LLC in New York, New York from 2017 to 2019. Previously, Wilk was registered with: Craft Capital Management … Continue reading