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Articles Posted in Morgan Stanley

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Morgan Stanley Terminates Broker Robert Beck Over Outside Business Activities

The investment fraud lawyers of Gana Weinstein LLP are investigating the employment termination filed with The Financial Industry Regulatory Authority (FINRA) by Morgan Stanley involving broker Robert Beck (Beck). According to BrokerCheck records Beck is subject to three customer complaints and one employment separation for cause. According to Morgan Stanley,…

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Broker Christopher Cowans Subject to Multiple Churning Complaints

The securities fraud lawyers of Gana Weinstein LLP are investigating customer complaints filed with The Financial Industry Regulatory Authority’s (FINRA) against broker Christopher Cowans (Cowans).  According to BrokerCheck records Cowans has been the subject of at least nine customer complaints and one regulatory action.  The customer complaints against Cowans allege…

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Customers File Complaints Against Broker Charles Correal Over Unsuitable Oil and Gas Investments

The investment attorneys of Gana Weinstein LLP are investigating investor claims of unsuitable investments in oil and gas related products.  Our firm is currently representing a number of investors who lost substantial savings due to poor advice to concentrate holdings in speculative commodities investments like master limited partnerships (MLPs).  According…

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Morgan Stanley Broker Edward Barger has Four Customer Complaints

The securities lawyers of Gana Weinstein LLP are investigating customer complaints filed with The Financial Industry Regulatory Authority (FINRA) against broker Edward Barger (Barger).  According to BrokerCheck records Barger has been subject to at least four customer complaints, two regulatory action, and one criminal matter.  The customer complaints against Barger…

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Andrew Yocum Customers Complaint About Unsuitable Oil and Gas Investments

The investment attorneys of Gana Weinstein LLP are investigating investor claims of unsuitable investments in oil and gas related products.  Our firm is currently representing a number of investors who lost substantial savings due to poor advice to concentrate holdings in speculative commodities investments like master limited partnerships (MLPs).  According…

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Wells Fargo Financial Advisor Charles Lynch Accused of Unsuitable Energy Related Investments

The securities lawyers of Gana Weinstein LLP are investigating a number of customer complaints involving Wells Fargo Advisors, LLC (Wells Fargo) brokers, including financial advisor Charles Lynch (Lynch), concerning allegations that the investors have been recommended or their advisory accounts have been mismanaged to hold high concentrations of energy related…

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Morgan Stanley Broker Lance Slater Terminated After Allegations Of Personal Loans and Excessive Trading

The securities lawyers of Gana Weinstein LLP are investigating customer complaints filed with The Financial Industry Regulatory Authority’s (FINRA) against broker Lance Slater (Slater). According to BrokerCheck records there are at least 2 customer complaints against Slater and one employment separation. The most recent customer complaint against Slater alleges that…

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Broker Investigation: Wells Fargo Advisor Robert Giusti

The investment lawyers of Gana Weinstein LLP are investigating customer complaints against broker Robert Giusti (Giusti). There are at least 4 customer complaints against Giusti and one civil action. The customer complaints against Giusti allege a number of securities law violations including that the broker made unsuitable investments, misrepresentations, negligence,…

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Recovery Options for Third Avenue Focused Credit Fund Investors

The investment attorneys of Gana Weinstein LLP are investigating potential recovery options for investors in the Third Avenue Focused Credit Fund (TFCIX) managed by Third Avenue Management LLC. According to the Wall Street Journal, the mutual fund halted redemptions and announced plans to liquidate effectively freezing investor’s $789 million in…

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Constellation Wealth Advisors Terminates Brandon Gioffre After Customers Complain about TMG Energy Systems Investment

The investment lawyers of Gana Weinstein LLP are investigating customer complaints against broker Brandon Gioffre (Gioffre). There are at least 3 customer complaints against Gioffre. In addition, there is one employment separations disclosed. The most recent customer complaint alleged that three individuals sent a letter to the firm on July…

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