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National Investment Fraud Lawyers

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Steadfast Apartment REIT Investment Loss Options

Steadfast Apartment REIT Investment Loss Options

Posted on Monday, April 12th, 2021 at 6:54 pm    

Did you lose money investing in Steadfast Apartment Real Estate Investment Trust (REIT)? Erez Law is currently investigating brokers at brokerage firms across the country who recommended their clients invest in Steadfast Apartment REIT, Inc., a publicly-traded, non-traded REIT that invests in apartment communities across the United States. As of March 2021, “the Company’s board… Read More

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CNL Lifestyle Properties Investment Loss Options with Your MML Investors Services, LLC Broker

Posted on Monday, April 12th, 2021 at 6:37 pm    

Did your MML Investors Services, LLC broker recommend you invest in CNL Lifestyle Properties? If your broker made unsuitable investment recommendations in private non-traded real estate investment trusts (REITs) and caused you to suffer investment losses, Erez Law can help.  According to public records, a former client of MML Investors Services, LLC filed a FINRA… Read More

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Investment Loss Options for Clients of Former Centaurus Financial, Inc. Broker Marc Korsch

Posted on Tuesday, April 6th, 2021 at 1:14 am    

Erez Law is interested in speaking with investors who may have suffered losses due to investments with former Centaurus Financial, Inc. broker Marc Korsch (CRD# 5525226). Korsch has been registered with Arkadios Capital in Atlanta, Georgia since March 2021. Previously, Korsch was registered with Centaurus Financial, Inc. in Sarasota, Florida from 2014 to 2021. Previously,… Read More

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Options for Clients Who Lost Money Investing in Northstar Financial Services Ltd. with Truist Investment Services, Inc.

Posted on Monday, March 22nd, 2021 at 6:34 pm    

Erez Law is currently investigating Truist Investment Services, Inc., the broker-dealer unit of SunTrust Investment Services, Inc., brokers who recommended their clients invest in Northstar Financial Services Ltd. (NorthStar Healthcare REIT), the Bermuda-based annuity and life insurance company that serves the needs of high net worth clients around the globe. According to public records, brokers… Read More

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Did You Lose Money Investing in CNL Healthcare Properties?

Posted on Monday, March 1st, 2021 at 7:47 pm    

Did you lose money investing in CNL Healthcare Properties? Erez Law is investigating brokers across the country who recommended their clients invest in CNL Healthcare Properties, a non-traded real estate investment trust (REIT) that seeks to provide income and growth by investing in senior housing and healthcare markets. The company closed to new investors on… Read More

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Did You Lose Money Investing with Former Presidential Brokerage, Inc. Broker Cory Davern?

Posted on Tuesday, February 16th, 2021 at 6:14 pm    

Former Presidential Brokerage, Inc. broker Cory Davern (CRD# 2945772) faces a customer complaint for investment losses. Davern has been registered with Valic Financial Advisors, Inc. in Lakewood, Colorado since January 2020. Previously, Axa Distributors, LLC in Jersey City, New Jersey from 2018 to 2020 and previously with Presidential Brokerage, Inc. in Greenwood Village, Colorado from… Read More

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Investment Loss Options for Clients of Former LPL Financial LLC Broker Kevin Houser

Posted on Tuesday, February 16th, 2021 at 5:43 pm    

Were you the victim of former LPL Financial LLC broker Kevin Houser (CRD# 2513167)? Houser has been registered with Ameriprise Financial Services, LLC in Center Valley, Pennsylvania since 2016.  Houser has been the subject of four customer complaints between 2016 and 2020, according to his CRD report: November 2020. “Claimant alleges that he invested in… Read More

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Northstar Financial Services Ltd. Investment Loss Options

Posted on Monday, February 8th, 2021 at 8:59 pm    

Erez Law is currently investigating brokers across the country, including those registered with SunTrust Investment Services, who recommended their clients invest in Northstar Financial Services Ltd. (NorthStar Healthcare REIT), the Bermuda-based annuity and life insurance company that serves the needs of high net worth clients around the globe. According to public records, brokers across the… Read More

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FINRA Fined First Clearing, LLC $300,000 For Non-compliant Valuation Information Related to Investments in DPPs and REITs

Posted on Monday, February 1st, 2021 at 9:11 pm    

In November 2020, FINRA censured and fined First Clearing, LLC $300,000 regarding non-compliant valuation information sent to more than 2,390 customers regarding their investments in Direct Participation Programs (DPPs) or Real Estate Investment Trusts (REITs). FINRA alleged that First Clearing failed to establish and maintain a supervisory system, including written supervisory procedures, reasonably designed to… Read More

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Former Triad Advisors LLC Broker Michael Payne GPB Capital Holdings Investment Losses

Posted on Tuesday, January 26th, 2021 at 7:16 pm    

There are options for clients of former Triad Advisors LLC broker Michael Payne (CRD# 2289904) who suffered investment losses. Payne has been registered with Proequities, Inc. in Longwood, Florida since April 2018. Previously, Payne was registered with Barr Financial Services, LLC in Winter Park, Florida and with Triad Advisors LLC in Winter Park, Florida from… Read More

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