Meyer Wilson

Recovering Losses Caused By Investment Misconduct

Investment Fraud

Common Investment Fraud Questions

What is a Variable Universal Life policy?

Insurance companies have been selling Variable Universal Life policies, also known as VUL policies for more than 30 years. But are they worthwhile or even safe investments for you to make?

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What happens if information is misleading or omitted in recommendations?

A broker is required to provide accurate and complete information when recommending an investment to a client. If they provide false or misleading information, or certain information is not disclosed, they may be violating securities rules.

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What is it Called When a Broker Inflates Stock Prices?

Some brokers may artificially inflate the prices of stocks and later sell the stocks for their own benefit and costing investors money. Learn what this type of scheme is called.

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What is a Master Limited Partnership?

An MLP is a limited partnership that is publicly traded on an exchange. It combines the tax benefits of a limited partnership with the liquidity of a publicly traded securities.

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How can I get real estate exposure in my investment portfolio?

If real estate exposure is what you’re looking for in your investment portfolio, consider mutual funds rather than risky non-traded REITs.

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What are unit investment trusts?

Unit investment trusts are risky for a number of reasons, chief among those is that they are incredibly difficult to understand.

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I heard that the SEC is no longer allowing firms to "neither admit nor deny" wrongdoing. Is this true, and how could it affect my securities fraud case?

This definitely is true, but it does not apply to every investor's case. This "admit or deny" rule only applies to brokers and advisors who have been convicted of a criminal charge or otherwise admitted wrongdoing.

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I am a college student, and I'd like to get started with some small investments. Should I be worried about investment fraud?

It is a misconception that small investments aren't as risky as large investments. Even if you are starting off small, and especially if you are a "green" investor, you should be cautious.

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What are the most common types of investment fraud?

The five most common types of investment fraud include gold scams, energy scams, real estate scams, securitized life settlement contracts, and promissory notes.

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How can I tell if my investment losses were the result of investment fraud?

There are peaks and valleys with investing, so when you lose money, how can you be sure if it's the result of fraud? Meyer Wilson lists four common red flags of investment fraud.

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What are the earliest signs of investment fraud?

Many investors unfortunately don't realize that they are being defrauded until they have already lost a substantial amount of money. One way to catch fraud early is to pay close attention to what your broker says and how they say it.

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I'm retired and live on a fixed income. How can I protect myself from investment fraud?

Because seniors are targeted by scammers, older investors should take extra steps to protect themselves against fraud. Meyer Wilson has written many helpful articles on the topic.

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Are high returns always a sign of investment fraud?

While high or higher than average returns on an investment could indicate investment fraud, investors should generally only be worried if high returns accompany one or more other red flags.

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What is high yield investment fraud?

This term was coined to describe a type of investment that is generally: 1) online 2) run by unlicensed promoters, and 3) promises high returns.

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How can I recover investment losses?

To recover your losses, you are going to have to file a claim. Claims go through FINRA and can take anywhere from 10 to 18 months.

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How can I tell if I'm at risk for investment fraud?

Every investor is at some risk for investment fraud. Many investors are fooled into thinking that experience eliminates risk, but this sadly isn't true.

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What information do I need about an investment to avoid investment scams?

Before you invest, do your research. You should look up known risks, any complaints in your broker's history, hidden fees, and performance history.

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My financial adviser sent me a letter about an exclusive investment opportunity, but it's not on company letterhead and something about it seems a little "off." How can I verify that it's legit?

If something seems a little off to you, it is worth looking into. If your broker or advisor offers you an "exclusive" investment, Meyer Wilson can give you some tips for verifying its legitimacy.

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Interest rates are so low right now that I'm looking into higher yield options for my retirement account. How can I protect myself from being tricked into an investment scam?

Is your broker promising high returns, low/no risk, pressuring you to act fast, or not providing adequate documentation? Protect yourself from a scam by not investing if you notice any of these red flags.

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I have seen a lot of offers for online gold investments recently. Are they as "safe" as they claim to be?

Gold investments are popular right now, but are one of the most common avenues scammers use to defraud.

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I'm a reasonably experienced investor. Do I still need to worry about investment fraud and researching every investment?

Every investor should be cautious and do their research before they invest, because investment scams can happen to anyone... even experienced investors.

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How can I protect myself from social media investment fraud?

Look for the warning signs of social media investment scams, like guaranteed returns, pressure to get your friends and family to join, the offer comes from an online account you do not recognize, etc.

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What is "Selling Away?"

Selling away is a violation of securities law. This is when a broker recommends an investment that is not offered through that broker's firm.

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What is Affinity Fraud?

To put it simply, affinity fraud is a type of investment scheme that targets individuals from within the confines of a specific group.

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What is mirrored investing?

This type of investment strategy is implemented online by following and attaching to other investors.

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In order to protect myself against securities fraud, what sort of questions should I be asking a potential financial advisor?

Before you choose to invest with a certain investment advisor or broker, there are three types of questions you should ask.

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What Should I Do If I Suspect Fraud Regarding an Investment?

If you suspect fraud, we encourage you to contact Meyer Wilson. We can help you accurately and quickly determine if you've been defrauded.

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I put my money into an investment, but I get the feeling something fishy is going on. What am I actually looking for on my account statements if I suspect investment misconduct or fraud?

If you suspect that something is wrong with one of your investments, check your account statements for common red flags.

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  • $30M
    $30,000,000 Recovered in Confidential Settlement for 100-Year-Old-Widow
  • $10M
    Retirees Recover in Excess of $10,000,000 of Retirement Losses
  • $6.5M
    $6,500,000 Recovered for a Large Group of Individual Investors
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    $5,000,000 Recovered for Group of Midwest Clients
  • $3.8M
    Meyer Wilson Recovers More than $3,800,000 for Elderly Victim in Ponzi Scheme Case
  • $3.2M
    $3,200,000 of Losses Recovered by Meyer Wilson for More Than 50 Families of Ponzi Scheme in California

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