Oaktree REIT Lawsuit

Oaktree REIT Net Asset Value Lowered “FINRA” Lawsuit

Haselkorn & Thibaut has recently received many complaints from investors involving improper recommendations of high-risk non-traded REIT investments like Oaktree REIT by broker-dealers.  Many investors are not familiar with the risks associated with these investments before buying them, or worse, trying to sell these types of investments and getting paid “pennies on the dollar.” Anyone […]

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Newbridge Securities Broker Marshall Isaacson Barred By FINRA over Unsuitability Claims

Newbridge Securities Broker Marshall Isaacson Barred By FINRA over Unsuitability Claims

In 2019 alone, Marshal Isaacson had four customer complaints registered against him for financial misconduct. Marshall Isaacson, an ex-broker at Newbridge Securities based in Boca Raton, Florida, was recently barred by The Financial Regulatory Authority (FINRA). According to several reports, Isaacson has been accused of making unsuitable investment recommendations without paying heed to investor’s risk

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Scott Reed Wells Fargo Advisor INVESTIGATION

Scott Reed, First Financial Equity Corporation, Wells Fargo – INVESTIGATION

Scott Reed was registered Wells Fargo Clearing Services, LLC (2016-2020) and with First Financial Equity Corporation (2020 to present) in Scottsdale, AZ.   According to the Financial Regulatory Authority (FINRA) BrokerCheck (as of May 2020), Mr. Reed has been the subject of 4 disclosures: In 2010, a customer dispute disclosure alleges a terrible recommendation.  That matter

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