2024

Rhode Island Investment Fraud Lawyer: Protecting Investors from Fraudulent Schemes

Investment fraud is a shadow that looms over the financial dreams of many, casting doubt on the integrity of opportunities that could otherwise lead to prosperity. As an experienced Rhode Island investment fraud lawyer, I have witnessed firsthand the devastation such schemes can cause, shaking investor confidence to its core. With years in the trenches […]

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5 Key Benefits of Hiring a Finance Advisor for Your Financial Goals

Deciding whether to hire a finance advisor can be as crucial as the financial goals you aim to achieve. A finance advisor tailors strategies for wealth growth, risk management, and retirement planning. This guide demystifies their role, provides insight into different advisor types, and gives practical advice on selecting the best advisor for your needs

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Dissatisfied Investor Targets Thomas Dietrich and Truist Investment Services

Investment disputes and allegations against financial advisors are serious matters that require thorough investigation and due diligence. A recent case that underscores this reality involves a pending customer dispute against Thomas Dietrich, a broker and investment advisor currently affiliated with TRUIST INVESTMENT SERVICES, INC. (CRD 17499). The client alleges dissatisfaction with the performance of her

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UBS Advisor Lands mm Investor Complaint

Investor Complaint Targets Viqas Akhtar At National Securities Advisor

Within the intricate realm of the Miami finance industry, Viqas Akhtar is certain to raise eyebrows, as his financial credentials are currently under severe scrutiny. A recent allegation against him maintains that he has indulged in excessive trading. Since Akhtar’s primary professional role is as a financial advisor with B. Riley Wealth Management, these allegations

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UBS Advisor Lands mm Investor Complaint

Belpointe Advisor Richard Rogers Resigns Amid Allegations

Phoenix-based financial consultant Richard Rogers (CRD# 1847671) has made headlines recently as he stepped down from a previous brokerage due to misconduct accusations. Previously associated with Belpointe Asset Management, he is now on file with Brookwood Investment Group, according to records from the Financial Industry Regulatory Authority (FINRA). A deep dive into Rogers’ BrokerCheck report

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