Investment Fraud Lawyers

Haselkorn & Thibaut, a national investment fraud law firm, has opened an investigation into Boise, Idaho financial advisor David Kluksdal (CRD# 4850332) following a recent investor complaint alleging substantial financial damages. The complaint raises questions about Mr. Kluksdal’s conduct while serving clients through Cetera Wealth Services and Cetera Investment Advisers, operating under the business name […]

Haselkorn & Thibaut, a national investment fraud law firm, has opened an investigation into Morgan Stanley financial advisor Youssef A. Zohny (CRD# 6759406) following concerning regulatory disclosures on his record. If you’ve worked with Mr. Zohny and experienced investment losses or have concerns about your account management, understanding his regulatory history can help you make

In a recent development, a customer dispute has been filed against financial advisor Harrison Bauman of Raymond James & Associates, Inc. (CRD #705) in New York. The claimant alleges that Bauman failed to follow her instructions to reinvest dividends from specified securities. The case, which was filed on January 19, 2024, is currently pending resolution.

Haselkorn & Thibaut, a national investment fraud law firm, has opened an investigation into Eszylfie Taylor, a former financial advisor who worked with multiple broker-dealers including Cetera Advisor Networks LLC and Sagepoint Financial. With over 50 years of experience and a 98% success rate, our firm is examining potential investor claims related to Mr. Taylor’s

Haselkorn & Thibaut, a national investment fraud law firm, has opened an investigation into Miami financial advisor Patricia Holder (CRD# 2894768) regarding a recent investor complaint filed against her. The complaint raises concerns about unsuitable investment recommendations and potential regulatory violations that investors should be aware of when evaluating their relationship with Ms. Holder or