Providing Information to Avoid Securities Fraud

Investor Claims Is What We Do - All Day, Every Day

Since 1999 our law firm has recovered more than $350,000,000 for victims of investment fraud and misconduct.
  • Jury Verdict Won Against Prudential Securities $262 Million
  • Recovered for 100-Year Old Widow $30 Million
  • Recovered in Retirement Losses $10 Million
  • Recovered for a Large Group of Individual Investors $6.5 Million
  • Recovered for Elderly Victim in Ponzi Scheme Case $3.8 Million
  • Recovered for Elderly Ponzi Scheme Victim $3.2 Million
  • Recovered for More Than 50 Families of Ponzi Scheme in California $3.2 Million
  • Recovered for 35 Families in Northeast Ohio $3.1 Million
  • Losses Recovered for 20 Retirees $3 Million
  • Recovered for Retired Physician Against Major Wall Street Firm Prior to Filing FINRA Arbitration $2.5 Million
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  • Super Lawyers
  • Million Dollar Advocates Forum
  • AV Preeminent
  • AVVO 10.0
  • Lawyer of the Year
  • Best Law Firms
  • Best Lawyers

I Know Avoiding Securities Fraud Has a Lot to Do With Finding Out More About My Broker, but What Does My Broker or Financial Advisor Actually Need to Know About Me?

This is an excellent question. We often put so much emphasis on the responsibilities of your stockbroker or investment advisor that we forget to remind investors that they, too, have a responsibility. In order to fulfill his or her duties and help you make the right decisions, your broker needs some honest information about you, too. Communicating clearly with your broker about your needs helps you avoid securities fraud because you are opening a dialogue and making your financial boundaries clear.

Make sure that you take a little time to talk to your broker or advisor about your:

  • Investing experience
  • Risk tolerance
  • General financial situation
  • Financial and investment goals

Be honest, and keep your broker or advisor in the loop if something changes. If you don’t feel like you can discuss these things with your broker or advisor, then you should probably consider finding someone you are more comfortable with. Try meeting with several professionals in person, and talk about their investment strategies and experience with situations similar to yours.

If believe you have suffered investment losses because a broker did not act in your interests or lured you into an investment scam, speak with an experienced securities fraud lawyer today. Our securities fraud attorneys would be happy to meet with you in a completely free, no-pressure legal consultation to talk about your options.

The Meyer Wilson Way

Results-Focused Representation
  • More than $350,000,000 Recovered
  • Voted Best Lawyers in America┬« for Ten Years Running
  • David Meyer is President of Public Investors Advocate Bar Association (PIABA)
  • Over a Thousand Investor Claim Cases Since 1999
  • Exclusive Focus on Investor Claims & Class/Mass Action Lawsuits
  • Deep Bench of Skilled Attorneys and Staff Members

TRUSTED BY OVER 1,000 INVESTORS

Meyer Wilson has represented over 1,000 individual investors in high-stakes claims across the country, and has recovered over $350 million on their behalves. See what former clients have to say about our team.

  • “I primarily worked with Courtney Werning throughout the process and she was informative and knowledgeable. I trusted and fully recommend Courtney and her team.”

    - S.R.
  • “The communication throughout the process was on par - and they took the time to indulge me with the various questions and opinions.”

    - R.G.
  • “What I truly appreciated was getting a great result for my Mom with limited involvement/stress on her.”

    - S.W.
  • “We went to arbitration with the other respondent and I got to see firsthand the level of professionalism and expertise the Meyer Wilson firm can deliver.”

    - D.V.
  • “Chad would take the time to call and talk with me. His explanations were always clear and concise. I also appreciate all the effort put into the details and statistics required to argue this case.”

    - P.N.
  • “Meyer Wilson was able to produce the results that we felt were obvious and warranted while several other firms and even state offices simply had trouble understanding let alone moving the case forward.”

    - B.K.
  • “My overall experience was positive and I would encourage anyone who even thinks they have been a victim of stockbroker misconduct to call David.”

    - S.T.
  • “Meyer Wilson represented me in a suit brought last year against my brokerage firm, securing a very fair and equitable settlement for me.”

    - R.G., M.D.
  • “Right from the start, you had the passion and desire to win this case for us. I have never worked with an attorney or firm as compassionate as yours. I would highly recommend your firm to anyone.”

    - G.A.
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