Articles Posted in Florida

Advisor ROBERT PATERSON of Truist Investment is SUSPENDED
Israels & Neuman, PLC

JUPITER, FLORIDA Have you lost money with financial advisor Robert Paterson, formerly with Truist Investment Services and BB&T Securities in Jupiter, Florida? We are looking into allegations made against Robert Paterson. Paterson was suspended from the securities industry by FINRA after he failed to respond to an investigation. FINRA is investigating allegations that an investor…

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PAUL FORDHAM of David Lerner Accused of Losses in Energy 11
Israels & Neuman, PLC

BOCA RATON, FLORIDA Have you lost money with financial advisor Paul Fordham, formerly with David Lerner Associates in Boca Raton, Florida? We are looking into allegations made against Paul T. Fordham, Sr. Fordham has been the subject of a customer complaint, which was made within the last year. The complaint alleges losses in Energy 11,…

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COURTNEY KAPLAN of LPL Financial is BARRED
Israels & Neuman, PLC

PALM HARBOR, FLORIDA Have you lost money with financial advisor Courtney Kaplan, formerly with LPL Financial and Wells Fargo in Palm Harbor, Florida? We are looking into allegations made against Courtney Kaplan. Kaplan was barred from the securities industry by FINRA after she failed to respond to an investigation. FINRA alleged that Kaplan borrowed money…

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Complaints Against KEVIN DOOLEY of AXA for REIT’s
Israels & Neuman, PLC

MIAMI, FLORIDA Have you lost money with financial advisor Kevin Dooley, with AXA Advisors (now Equitable Advisors) in Miami, Florida? We are looking into allegations made against Kevin Dooley. Dooley has been the subject of a recent customer complaint made in 2021. Dooley was alleged to have sold unsuitable investments in illiquid alternative investments, like…

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ROBERT WOLFE of Cetera Accused of Unsuitable REIT Investments
Israels & Neuman, PLC

FORT LAUDERLDALE, FLORIDA Have you lost money with financial advisor Robert Wolfe, formerly with Cetera Advisor Networks and Girard Securities in Fort Lauderdale, Florida? We are looking into allegations made against Robert B. Wolfe. Wolfe has been the subject of five customer complaints, all of which were made within the last year-and-a-half. The complaint alleges…

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Complaints Against ALBERTO VALDES of Raymond James
Israels & Neuman, PLC

MIAMI, FLORIDA Have you lost money with financial advisor Alberto Valdes, formerly with Raymond James Financial and now with Citigroup in Miami, Florida? We are looking into allegations made against Alberto Valdes. Valdes has been the subject of two customer complaints, one of which was made within the last year. One of the complaints alleges…

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Allegations Against LUISA GONZALEZ Regarding Investment Losses
Israels & Neuman, PLC

Israels & Neuman, PLC Investigates Luisa Gonzalez, Formerly of Suntrust Investment Services KISSIMMEE, FLORIDA – Have you lost money with financial advisor Luisa Gonzalez, formerly of Suntrust Investment Services and PNC Investments in Kissimmee, Florida? We are looking into allegations made against Luisa Gonzalez, who has been the subject of a customer complaint, which was…

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WARNING: Advisor Daniel Della Rosa is SUSPENDED
Israels & Neuman, PLC

Daniel Della Rosa, formerly with Corinthian Partners and Paulson Investment Company, Suspended by FINRA TAMPA, FLORIDA – Have you lost money with financial advisor Daniel Della Rosa (Daniel Dellarosa) of Tampa, Florida? We are investigating allegations made by FINRA, the Financial Industry Regulatory Authority, against Daniel Della Rosa. FINRA suspended Della Rosa after he failed…

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NATHAN KATZ Involved in Annuity Mismanagement Complaints
Israels & Neuman, PLC

Israels & Neuman, PLC Investigates Nathan Katz, Formerly of American Independent Securities Group and Triad Advisors LARGO, FLORIDA – Have you lost money with financial advisor Nathan Katz, formerly of American Independent Securities Group and Triad Advisors in Largo, Florida? We are looking into allegations made against Nathan Katz, who has been the subject of…

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