Articles Posted in trust

ROYAL GREGORY FISHER of SagePoint Financial is SUSPENDED
Israels & Neuman, PLC

Former SagePoint Financial Advisor Royal Gregory Fisher Suspended by FINRA TRAVERSE CITY, MICHIGAN As of November 2023, Royal Gregory Fisher has been suspended by FINRA. He previously worked with SagePoint Financial and now works with McNally Financial Services. He was suspended for two months and fined $5,000. FINRA alleged that Fisher circumvented compliance procedures with…

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SCOTT ROSLONOWSKI of Ameriprise Subject of COMPLAINTS
Israels & Neuman, PLC

Scott Roslonowski with Ameriprise Financial Services Subject of Complaints INDIAN HARBOUR BEACH, FLORIDA Have you invested in REITs through Scott Roslonowski at Ameriprise Financial Services in Harbour Beach, Florida? He has been with Ameriprise Financial Services since October 2009. Scott Roslonowski has been the subject of two customer complaints during 2023 – one made in…

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ROBERT DECHICK of DH Hill Securities Subject of COMPLAINTS
Israels & Neuman, PLC

Robert Dechick with DH Hill Securities Subject of Complaints CLERMONT, FLORIDA Have you invested in REITs through DH Hill Securities? Our securities arbitration law firm is looking into claims made against advisor, Robert Dechick of Clermont, Florida. Mr. Dechick has been the subject of five customer complaints since 2020, including two complaints that were made…

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JASON COOK of Berthel Fisher Subject of COMPLAINTS
Israels & Neuman, PLC

Jason Cook, with Berthel Fisher & Company, Subject of Three Complaints GRAHAM, NORTH CAROLINA Our securities arbitration law firm is looking into allegations made by customers of financial advisor Jason Cook, with Berthel Fisher & Company. Jason Cook, who worked in an office in Graham, North Carolina, has been the subject of three customer complaints,…

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ROBERT WOLFE of Cetera Accused of Unsuitable REIT Investments
Israels & Neuman, PLC

FORT LAUDERLDALE, FLORIDA Have you lost money with financial advisor Robert Wolfe, formerly with Cetera Advisor Networks and Girard Securities in Fort Lauderdale, Florida? We are looking into allegations made against Robert B. Wolfe. Wolfe has been the subject of five customer complaints, all of which were made within the last year-and-a-half. The complaint alleges…

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Joseph Faherty Complaints of Unsuitable BDCs and REITs
Israels & Neuman, PLC

Israels & Neuman, PLC Investigates Joseph Faherty, of Royal Alliance Associates OLD TAPPAN, NEW JERSEY – Have you lost money with financial advisor Joseph Faherty, of Royal Alliance Associates in Old Tappan, New Jersey? We are looking into allegations made against Joseph Faherty, who has been the subject of two customer complaints, one which was…

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SCOTT JASON LEE Subject of Complaints
Israels & Neuman, PLC

Israels & Neuman, PLC Investigates Scott Jason Lee, Formerly of Moloney Securities COLD SPRING, MINNESOTA – Have you lost money with financial advisor Scott Jason Lee, formerly of Moloney Securities in Cold Spring, Minnesota? We are looking into allegations made against Scott Lee, who has been the subject of a customer complaint, which was made…

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PHILLIP ANDERSON Customer Complaints
Israels & Neuman, PLC

Israels & Neuman, PLC Investigates Phillip Anderson, of Kingswood Capital Partners ROSEVILLE, CALIFORNIA – Have you lost money with financial advisor Phillip Curtis Anderson, of Kingswood Capital Partners in Roseville, California? We are looking into allegations made against Phillip Anderson, who has been the subject of two customer complaints, one which was filed in 2021.…

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