Unsuitable Recommendations

Your broker must make recommendations that are suitable for your particular circumstances. The broker must suggest only investments that fit your age, wealth, risk tolerance, retirement goals, retirement needs, size of your account and long term needs. A young rich man can speculate on technology stocks. An elderly widow needs something safe and secure. A long term real estate partnership stock or fund isn't right for someone with a short term cash need.

Cases $250,000+...We recover more money, more often than others!
If you are a contingent fee client and we don't recover, there is NO FEE.


Greenbaum Law
 Group, LLP

840 Newport Center Dr.,
Suite 720
Newport Beach, CA 92660

Phone: 1-800-519-0562
Fax: 1-888-760-7210


Call for a FREE, no obligation, phone consultation.

If you think that your portfolio went down because the broker recommended the wrong category of investment for you, let our Stock Loss Recovery Team review your trade history.

 

Other Grounds for Litigation

 

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