2023

Sue Financial Advisor, Investment Fraud Lawyers

Investigation into Bret Schaefer and Woodbury Financial Services by Haselkorn & Thibaut

Well, butter my biscuit, if it isn’t another financial scandal! This time, the spotlight is firmly on a certain Bret Schaefer, a broker previously associated with Woodbury Financial Services, Inc. and currently with Landolt Securities, Inc. Now, here’s the scoop: a customer dispute was settled on the 15th of June, 2023, where the customer claimed […]

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Investigation Into Alfred Vanderlaan and Westpark Capital, Inc. for Alleged Breach of Fiduciary Duty

Recent allegations have surfaced against Alfred Vanderlaan and his firm Westpark Capital, Inc. These allegations are of a serious nature, indicating potential misconduct in the financial advising sector. The accusations include breach of fiduciary duty, negligence, breach of contract, failure to supervise, and negligence – violation of Regulation Best Interest. The alleged misconduct involves a

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Investigation into Advisor Tim Weinberg and Cetera Advisor Networks LLC

The Seriousness of the Allegation On June 16, 2023, a pending customer dispute surfaced against a financial advisor named Tim Weinberg of Cetera Advisor Networks LLC and Cetera Investment Advisers LLC. The client alleges that she was not informed that her investment was illiquid. The disputed amount totals $19,415.06. For those unfamiliar with the term,

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Investigation Into Robert Anderson and Raymond James by Haselkorn and Thibaut

Allegations Against Financial Advisor and Company The seriousness of the allegations currently pending against Financial Advisor Robert Anderson and Raymond James Financial Services, Inc. cannot be overstated. The allegations, made by the current trustee for a former trust client, revolve around several key issues: The allegations are currently under investigation by Haselkorn & Thibaut, a

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Investigation into Jerome Kusey and the O.N. Equity Sales Company by Haselkorn & Thibaut

Investors are currently grappling with an unsettling situation involving a financial advisor, Jerome Kusey, and a company, The O.N. Equity Sales Company. The allegation stems from an unintentional exchange from Equitable VA to the NSS Certificate. The customer alleges that she is due damages related to this exchange, which was a result of the advisor’s

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