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  • Attorneys David Meyer and Matthew Wilson have been selected to the list of Super Lawyers since 2011 and 2015 respectively.

  • Attorney David Meyer is a member of the Million Dollar Advocates Forum, an organization recognizing attorneys who have secured million dollar cases.

  • Martindale-Hubbell® Peer Review Ratings™ has recognized attorney David Meyer as an AV Preeminent® attorney in High Ethical Standing.

  • Attorneys David Meyer and Matthew Wilson have received a 10 out of 10 “Superb” rating on Avvo, calculated based on stringent and exhaustive criteria.

  • Attorney David Meyer was selected as the 2015 Lawyer of the Year for Professional Malpractice Law – Plaintiffs for Columbus, OH by Best Lawyers®.

  • Meyer Wilson was ranked as a Tier 1 Best Law Firm for both Mass Tort Litigation / Class Actions – Plaintiffs and Professional Malpractice Law – Plaintiffs by U.S. News.

  • Attorney David Meyerhas been selected to the list of the Best Lawyers in America® for Mass Tort Litigation / Class Actions – Plaintiffs and Professional Malpractice Law – Plaintiffs every year since 2011.

When is an investment unsuitable?

An investment that is suitable for someone else might not be suitable for you, and it’s important to know the difference. Determining if an investment is suitable for your specific circumstances requires careful consideration of your overall financial goals and means. There are many reasons an investment might be unsuitable for you, including the following:

  • You can’t afford the potential losses associated with the investment.
  • You don’t fully understand the risks associated with the investment.
  • The investment is not in line with your overall investment goals.

You should always discuss any potential risks with your broker or financial adviser, and you should keep your overall investment goals in mind when considering the pros and cons of a new investment opportunity.

Your broker or financial adviser has a duty to get to know you and recommend investments that will be suitable for you based on a number of factors, including:

  • Your risk tolerance
  • Your investment experience
  • Your attitude toward risk
  • Your investment goals
  • Your unique circumstances

If your broker or adviser fails to take these kinds of factors into account when recommending investments, then you may be able to recover your losses through legal action. An investment misconduct lawyer with Meyer Wilson would be happy to meet with you to provide further guidance and answer any questions you might have. Just give us a call today, or fill out our confidential online contact form for more information.

Need More Information?

Investment misconduct can be complex and confusing. That’s why we’re here to help you. Visit our Common Questions page to find in depth answers directly from our attorneys. Get More Answers
Have You Been a Victim of Investment Fraud?

You trusted your financial advisor with your money, but now you're left wondering what went wrong. If you or a loved one suffered losses because of investment misconduct, Meyer Wilson can step in and fight to recover your losses. The team of investment fraud lawyers at the firm has been helping people like you since 1999 by winning judgments, settlements and verdicts worth hundreds of millions of dollars against brokerage firms, financial advisors and banks.

Get Help With Your Case Now

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