Peakstone Realty Trust (PKST) Formely Griffin Realty Trus…
Peakstone Realty Trust (PKST) Formely Griffin Realty Trus… Read More »
Joseph O’Shea, a broker associated with Spartan Capital Securities, LLC, is facing allegations of excessive trading and commissions from July 2023 through February 2024. The customer dispute, which was recently closed with no action taken, has raised concerns among investors about the potential for financial advisor malpractice. According to the disclosure on O’Shea’s FINRA BrokerCheck
Joseph O’Shea of Spartan Capital Faces Allegations of Excessive Trading Read More »
Ricardo Uliambre, a former Financial Advisor at UBS Financial Services Inc., is currently facing allegations of misappropriating client funds. According to a pending customer dispute filed on February 5, 2024, a client alleges that she loaned Uliambre $25,000 four years ago and has not recovered her money. The alleged misconduct occurred between March 4, 2019,
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Brian Maners, a registered representative with OSAIC Institutions, Inc., is currently facing allegations of representative error on paperwork, causing a delay in transferring assets and subjecting his client’s accounts to market losses. The customer dispute, filed on February 5, 2024, is currently pending resolution and involves fixed annuities and mutual funds. According to the disclosure
Brian Maners of OSAIC Institutions Accused of Paperwork Error Leading to Client Losses Read More »
In a recent development, a customer dispute has been filed against Celia Scott, a broker and investment advisor associated with LPL Financial LLC (CRD 6413) in Texas. The complaint, dated February 5, 2024, alleges misrepresentation of an annuity income benefit. The customer’s claim for damages was denied by the firm, stating that the complaint was
Annuity Misrepresentation Dispute Filed Against Celia Scott At LPL Financial LLC Read More »