Elder Financial Abuse Attorneys

您或您所爱的人需要受信任的老年财务虐待律师的帮助吗?

Laidlaw经纪人客户报告的高级投资者损失

根据2022消费者事务文章每年有超过350万的老年人沦为财务剥削的猎物。这会导致超过$ 3.5B的损失。欺骗老年人的人可能是受害者认识的人,例如亲戚,朋友或监护人。它也可能是一名金融专业人士,以确保这位老年投资者的资金安全。

Shepherd Smith Edwards and Kantas (investorlawyers.com)代表高级投资者和退休人员,他们遭受了经纪人欺诈或疏忽造成的重大投资者损失。如果您想知道您或您所爱的人可能是受害者of elder financial abuse经过a brokerage firm, we can help you determine whether there are grounds for a securities fraud claim to pursue damages.

在经纪人中,我们目前正在调查老年投资者欺诈指控,这是两名Laidlaw&Co。公司的财务顾问,他们被金融行业监管机构暂停和罚款。托德·安东尼·西雷拉(Todd Anthony Cirella)and爱德华·斯科特·肖特十月离开经纪交易商的人被指控在两个老年客户的帐户中搅动,并据称通过从事过度和不合适的交易来侵犯了他们的最大利益。

Laidlaw broker Todd Cirella must now pay $27,566 restitution and is suspended for three months. Short has to pay $116,859 in restitution and is suspended for seven months. Both New York financial advisors did not deny or admit to FINRA’s findings.

什么是经纪人老年人的财务滥用?

这通常涉及财务顾问从事老年投资者经纪或个人退休帐户(IRA)的不当行为。对于许多老年人来说,他们的帐户拥有多年的辛勤工作赚取的一生。这些累积的资金被指定为通过退休和他们可能需要的任何医疗服务来支持他们。在他们生活中的这个阶段损失这笔钱可以使它变得更加毁灭性。

The majority of senior investors are not looking to take on much if any, risk. And yet, there are financial advisors who will still recommend high-risk illiquid investments to an older client, excessively trade in their accounts, or overconcentrate their portfolio with unsuitable investments that are not in line with the customer’s age, financial goals, or risk tolerance level.

Another reason that senior investors are a favorite target of brokers seeking to take advantage of them is that some, especially those who are in poor health or are suffering from cognitive issues (including痴呆或阿尔茨海默氏症),很容易利用。如果您有兴趣采取先发制人,保护行动,我们seasoned elder attorneys可以提供帮助。

一些老年人可能缺少一个支持小组,可以帮助他们识别危险信号,以表明可能盗用经纪人。其他人可能太尴尬或感到羞耻,无法报告发生的事情。

您应该知道,退休人员投资者欺诈是虐待老年人的一种形式。这不仅是犯罪,而且如果涉及经纪人的不当行为或疏忽,它可能需要对财务顾问及其公司提起诉讼。

我们熟练的老年人财务虐待律师如何帮助?

Shepherd Smith Edwards and Kantas have been fighting for retirees and senior investors for over 30 years. We know how calamitous it can be to lose your life savings and we are here to help.

我们知识渊博的老年人财务虐待律师代表年长的投资者及其家人在FINRA仲裁,调解和诉讼中。如果我们同意共同努力,您将拥有我们的整个证券律师,律师助理和法律助理团队。bob200体育

称呼(800)259-9010今天。

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