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Wells Fargo Advisors

Investor Claims Attorneys Investigate Financial Advisor Jeffrey Eglow

Investor Claims Attorneys Investigate Financial Advisor Jeffrey Eglow

In the past six months, at least two customers of financial advisor Jeffrey Eglow of Boca Raton, Florida have filed complaints alleging that Eglow gave them negligent investment advice. They have also alleged that Eglow breached his fiduciary duties. Eglow is currently associated with the brokerage firm Newbridge Securities Corp. He was previously associated with…

Investment Malpractice Attorneys Investigate Financial Adviser Brian Visconti

Investment Malpractice Attorneys Investigate Financial Adviser Brian Visconti

Financial advisor Brian Visconti, recently of Tampa, Florida, was recently involved in a legal dispute with a customer who alleged that Visconti made unsuitable investment recommendations. According to FINRA’s Brokercheck website, the customer alleged that Visconti “improperly recommended investing in only a handful of technology sector equities.” The case settled…

Investment Fraud Attorneys Investigate Financial Advisor Sam Aziz

Investment Fraud Attorneys Investigate Financial Advisor Sam Aziz

Financial advisor Sam Aziz (Dublin, OH)  has been suspended from the securities brokerage industry by industry self-regulator FINRA. At least eight customers have filed complaints alleging that Aziz made unsuitable investment recommendations to them and excessively traded their accounts. All of the cases have settled, with the aggregate settlement amount exceeding $3 million. Mr. Aziz has been associated…