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What happens once you hire Meyer Wilson?
It is important to us that a client is comfortable with each step of the process. Learn more about how we prepare to go toe to toe with the Wall Street Machine.
Ponzi Schemes
We have seen just about every trick in the investment scam book. Learning to recognize the way fraudsters operate can be a big step toward avoiding Ponzi schemes and other scams.
Why Choose Meyer Wilson?
Battling Wall Street takes a special kind of advocacy. Our investment fraud legal team has the expertise, horsepower, resources and industry inside knowledge to protect our clients and recover their losses.
Duties Financial Advisors Owe Their Customers
Financial advisors owe their clients certain duties, such as being licensed, properly trained, and available. See the top five duties.
Asset Allocation and Diversification
If your broker or advisor put “all of your eggs in one basket” and if you lost money as a result, the brokerage firm could be held responsible for your losses.
Hear About Our Clients Experience with Our Firm
Our Client Shares Their Experience With Our Firm
Why Hire the Meyer Wilson Law Firm for your Investment Misconduct Case?
Contact one of our investment fraud attorneys to discuss your case today.
Meyer Wilson – Investor Claims & Class Actions
Meyer Wilson is exclusively dedicated to investor claims and class actions. This firm does things differently than most. Many of the brokerage firms that Meyer Wilson pursues claims against are some of the most well-funded institutions in the world and they hire the biggest and best law firms to represent them. Because of this, we know we need the best and brightest on our team.
Catherine Explains How Meyer Wilson Helped Recover Her Losses
When a stockbroker gave Catherine bad investment advice, she turned to Meyer Wilson for help. “I would be very willing to refer anybody that I thought was in this situation to Meyer Wilson, especially on financial matters. They were absolutely wonderful.”
Keith Speaks About His Experience With Meyer Wilson
Lorraine Explains How Meyer Wilson Helped Her Family
Lorraine and her family were in a difficult financial position when they realized their advisor had lost their money. Learn how our firm was able to help.
James Shares His Experience with Meyer Wilson
Hear from James, an 81-year-old retired professor who retained Meyer Wilson after he lost money through investment misconduct.
Sharon Retains Meyer Wilson
Hear from a former client about how our firm was able to help her recover investment losses!
Meyer Wilson Wins Full Recovery for Elderly Couple
Our firm was hired by an elderly couple in 2015 who had suffered substantial losses in their investment account, managed by their long-time and trusted financial advisor. At first, they didn’t really understand what had happened, and they asked their daughter for help looking things over. She immediately contacted our firm.
Brokerage Firms’ Role in Preventing Financial Elder Abuse
As our population continues to grow older, the financial abuse of senior customers of brokerage firm has become a critical issue.
Financial Abuse of the Elderly
Sadly, financial abuse of the elderly is happening more and more. Attorney David Meyer explains why brokerage firms should be at the forefront of preventing this.
Retirees and Investment Seminars
Attorney Chad Kohler explains why it is important for retirees to be wary of "investment seminar" letters that can come through the mail.
Senior Citizens Are The Number One Target of Investment Fraud
Our investment fraud lawyers possess over 50 years of combined legal experience; we are nationally recognized for representing individual and institutional investors in securities arbitration, mediation and litigation to recover losses caused by the misconduct of stockbrokers, brokerage firms, financial advisers, and insurance companies. Pursuing investor claims and class actions is all we do, all day, every day.
I Won My FINRA Arbitration Case Against My Prior Stockbroker. Now What?
Although many cases are settled prior to a final hearing, you might be wondering what happens at the end of the process if there is a final hearing. If your case proceeds all the way through a final FINRA arbitration hearing, what happens next?
The Discovery Process in FINRA Arbitration
After your FINRA arbitration claims have been filed, your case will proceed to what is called the “discovery” process. It is during the discovery process that the parties work to obtain facts and information from the other parties in the case in order to support their claims and defenses and prepare for the final arbitration hearing.
What Happens to the Personal Documents I Send my Securities Arbitration Lawyer?
Many new clients who file an arbitration case with the Financial Industry Regulatory Association (FINRA) ask us the same question: what happens to the personal documents I send to you, as my securities arbitration lawyer?
The FINRA Arbitrator Selection Process
In many cases, you will need to bring your claim in arbitration through the Financial Industry Regulatory Authority, or FINRA, where most customer cases are decided. How those arbitrators are selected is a critical process that may determine whether your case is won or lost.
Gathering Documents Relating to Your Investment Loss Claims
After your investment loss claims have been filed, your FINRA arbitration case will proceed to what’s called the “discovery” process. During this process, the lawyers gather the necessary documents and uncover facts relevant to the various claims and defenses at issue in your case.
Your Options when Problems Arise: FINRA Complaint v. FINRA Arbitration
Will Filing a Complaint Against Your Broker Through FINRA’s Investor Online Complaint Program Get Your Money Back?
Non-Lawyers vs. Lawyers in Arbitration Cases
Most investment-related claims are required to be settled in binding arbitration through FINRA. Since arbitration differs from a legal proceeding, do you have to have a lawyer represent you?
FINRA Arbitration vs. Lawsuits in Court
Attorney Dave Meyer explains the difference between FINRA arbitration and filing a lawsuit in court.
Mandatory Arbitration and How it Relates to Your Claim
When investment losses are caused by the fraud or misconduct of brokers or brokerage firms, there is legal process available to recover those losses. If you or someone you care about has been the victim of broker misconduct, contact an experienced investment fraud attorney at Meyer Wilson.
Technology and Your FINRA Arbitration
One of the benefits of a FINRA claim is that we can submit the investor’s claim directly through the website. Documents are submitted electronically and most conferences take place over the phone, making these types of cases extremely efficient.
What Happens During an Arbitration Hearing?
All customer complaints against brokerage firms are subject to mandatory binding arbitration through the Financial Industry Regulatory Authority, or FINRA. This means that a customer dispute is decided not by a judge or a jury, but by a panel of arbitrators trained and appointed by FINRA to decide customer cases.
The Arbitration Process – From Start to Finish
When you trust a financial professional with your investments, you are entrusting them with your and your family's future financial security. When that trust is broken and the broker commits fraud or engages in unethical or illegal conduct, you should consult an experienced investment fraud attorney.
The Life Cycle of Securities Arbitration Cases
Our lawyers are licensed in Ohio and California and we represent investors nationwide in securities arbitration and litigation claims. If you need a securities law firm to fight for your financial interests, a law firm that is highly-rated by its peers and valued by its clients, please call us today. We are ready to help.
Mandatory Arbitration of Securities Disputes
In this day and age, the primary way that investment loss cases are handled is by way of arbitration. Knowing this, Meyer Wilson and its attorneys have devoted themselves to exceptional representation in arbitration cases.
What To Expect During a Mediation of Your Investor Claim
In our law practice, we have found great success in resolving many of our clients’ claims through a process called “mediation.”
Am I Paying Excessive Retirement Fees?
Attorney David Meyer explains about excessive fees in employer-sponsored retirement plans.
What Are Hedge Funds?
Attorney Chad Kohler explains hedge funds.
What Is “Power of Attorney”?
When you become unable to manage your investments on your own, a power of attorney can be granted to someone you trust.
What Is Selling Away?
Attorney David Meyer explains what selling away is, and why a broker might be motivated to do it.
What Is a Ponzi Scheme?
A Ponzi scheme is an investment fraud that involves the payment of returns to investors from funds contributed to the scheme by new investors.
Do I Still Have Time to File a Claim?
David Meyer answers the question "If it has been a year or more since my account lost money, can I still file a claim?"
What If I Didn’t Save My Paperwork?
If you feel you have been wronged by your stockbroker, but you didn't save any of your paperwork, we invite you to contact our law firm today for a free case review.
Why Are CRD Numbers Important?
One of the many tools we use regularly to check on brokers’ background information their CRD number.
What Are Reverse Convertibles?
Meyer Wilson is currently investigating investment losses resulting from the sale of reverse convertible bonds, reverse convertible notes, and other equity structured products and structured notes that may have been inappropriately recommended to investors.
The Broker’s Duty to the Investor
Every broker and brokerage firm has a duty to their investors. That duty involves recommending suitable investments and overall acting in their clients’ best interests. If a broker or brokerage firm fails to follow act in a suitable or appropriate way and their investors sustain financial losses, those investors have the right to seek legal representation to recover their losses.
How Brokers Get Paid
It’s important to know how your broker is getting paid in order to ensure that the fee structure is the best fit for you.
Brokers Need Your Authorization
Is your broker making changes to your investment account without your prior authorization? Here's what to do.
Duty of Broker to Recommend Appropriate Investments
Our investment fraud lawyers possess over 50 years of combined legal experience; we are nationally recognized for representing individual and institutional investors in securities arbitration, mediation and litigation to recover losses caused by the misconduct of stockbrokers, brokerage firms, financial advisers, and insurance companies. Pursuing investor claims and class actions is all we do, all day, every day.
Writing Checks Directly to Brokers
Attorney Dave Meyer explains why it is dangerous to write your investment checks directly to brokers or financial advisors.
Check Brokers’ Licenses Before You Hire Them
Our attorneys are licensed in Ohio and California and we have recovered hundreds of millions of dollars in losses for clients nationwide, including in cities such as Los Angeles, San Francisco, Columbus, Cincinnati, New York, and Tampa.
Investment Advisor Credentials
Attorney Courtney Werning explains investment advisor credentials and what investors should be aware of before entrusting their money to a financial professional.
Registered Investment Advisers
A significant trend in recent years has been stock brokers leaving brokerage firms and becoming what are known as registered investment advisers. Attorney David Meyer explains.
Brokerage Firms Owe Investors a Fiduciary Duty
To ensure your claim for breach of fiduciary duty is handled effectively, you need the assistance of a law firm nationally recognized for its professional excellence and above-average settlements. With over fifty years of combined legal experience, and having successfully represented over 800 individual and institutional investors, the securities arbitration lawyers at Meyer Wilson have the expertise, experience and resources necessary to review, investigate and aggressively pursue your breach of fiduciary duty claim.
Brokerage Firms Have a Duty to Supervise Their Brokers
Nationally recognized by fellow attorneys as a top AV-rated firm, Meyer Wilson has the expertise, experience and financial resources necessary to obtain the best results possible for our clients in the area of securities and investment law. We have collected hundreds of millions of dollars in awards and settlements for investors across the country, and our firm's founding principal, investment fraud lawyer David P. Meyer, has the honor of winning the largest jury verdict in Ohio's history, a jury verdict in excess of $260 million on behalf of 250 retirees against Prudential Securities.
Unsolicited Investment Phone Calls
Sometimes a stockbroker – or even someone simply posing as a stockbroker – will cold call potential investors and attempt to sell them the “next hot stock.” As tempting as these offers may be, they often come with hidden risks.
Don’t Become a Victim of a “Free Lunch” Seminar Scam
Don't become a victim of a "free lunch" investment seminar scam. It could end up costing you your entire life savings. Watch investment fraud attorney David Meyer's interview of the Fox morning show and learn how to protect yourself.
Oil Investment Losses
If you invested in oil and gas during the boom, but later lost money when prices fell, you may be entitled to recover your losses.
Fraudulent and Inappropriate Sales of Annuities
Many investors receive unsuitable investment recommendations from their brokers and investment advisers because those brokers are receiving perks and kickbacks to do so. Learn more about fraudulent and inappropriate sales of annuities from Attorney Dave Meyer.
Churning And Excessive Trading
Churning is when a broker buys or sells stocks for the primary purpose of generating commissions, rather than buying or trading for the benefit of their investors, which is what their fiduciary duty obligates them to do.
Pump and Dump Schemes
It's important to protect yourself from certain types of scams, including pump and dump schemes. This is often used by brokers who artificially inflate stock prices and sell their shares at high prices, costing investors money. Learn more in our video.
Broker Theft
While most financial advisors are reliable and trustworthy people, some unscrupulous brokers use their position of trust to take advantage of their customers by stealing customers’ money.
TD Ameritrade and Aequitas Management
The securities fraud attorneys at Meyer Wilson are representing Investors in claims against TD Ameritrade relating to sales of investments in Aequitas Management and related entities.
Oppenheim Fraud Investigation
Apple Non-Traded REITS Sold by David Lerner Associates
If you, or someone you care about, have lost money or had investments frozen in the Apple non-traded REITS, you probably have a lot of questions right now. The federal regulators recently filed a formal disciplinary complaint against the New York-based brokerage firm David Lerner Associates. The firm is accused of misleading unsophisticated and elderly investors in an alleged investment scheme. The brokerage firm is charged with giving out false information about Apple REIT Ten, a non-traded $2 billion real estate fund, urging people to load up on shares of these illiquid investments that were not right for their portfolios. However, there is hope for those who have lost money or had their investments frozen in the Apple Non-Traded REITS sold by David Lerner Associates. An experienced investment fraud lawyer who focuses on these types of cases can help you bring a formal legal claim against a negligent brokerage firm, helping you recover part or all of the money you have lost. The attorneys at the law firm of Meyer Wilson have many years of experience handling investment fraud claims. We understand what you are going through and have the resources to help you. All of our cases are handled on a contingency fee basis and we never request a retainer of any kind for these claims. Contact us to learn more.
Grand Rapids Stockbroker Martin Wegener and New England Financial Alleged Fraud
According to several recent news reports, Mr. Wegener is accused of defrauding his clients by allegedly misusing the investors’ money and creating fake account statements to hide the fraud. It has been reported that clients of Mr. Wegener may have suffered millions of dollars in investment losses.
How to Get Your Money Back After a Ponzi Scheme
If you have been the victim of securities fraud, it is critical that you are prepared for the unique ins and outs of the FINRA arbitration process.
Choosing the Right Investment Fraud Lawyer
When it comes to an attorney to handle your investment fraud case, how do you choose the right one? Attorney David Meyer explains that one of the primary characteristics investors need to look for is a firm that exclusively handles investment fraud and related securities claims.
Why It Is Important You Have An Experienced Attorney
Stockbrokers, brokerage firms and financial advisors are required to be honest with their customers and the investment advice they give must meet the customer's investment objectives. If they don't follow the rules, there is a legal process available to investors to hold Wall Street accountable and recover financial losses.
Representing Victims of Investment Misconduct Nationwide
Our attorneys are licensed in Ohio and California and we represent clients nationwide with investor claims in federal and state courts, and in arbitration through the Financial Industry Regulatory Authority (FINRA), the American Arbitration Association (AAA) and pin rivate arbitration. If you think you may have an investor claim contact us today.
Representing Victims of Broker Misconduct or Fraud
Our investment fraud lawyers possess over 50 years of combined legal experience; we are nationally recognized for representing individual and institutional investors in securities arbitration, mediation and litigation to recover losses caused by the misconduct of stockbrokers, brokerage firms, financial advisors, and insurance companies. Pursuing investor claims and class actions is all we do, all day, every day
Types of Damages for Investment Fraud
There are many types of damages that are available for Meyer Wilson to pursue on behalf of investors. Some of those include: losses caused, interests and attorney fees and market-adjusted damages.
Help for Victims of Ponzi Schemes
Meyer Wilson has handled many Ponzi scheme cases. In 2013 alone, Meyer Wilson represented 85 investors who became victims of this type of investment fraud scheme.
The Number One Question People Have When They Want To File a Claim
Our lawyers are licensed in Ohio and California and we represent investors nationwide in securities arbitration and litigation claims. If you need a securities law firm to fight for your financial interests, a law firm that is highly-rated by its peers and valued by its clients, please call us today. We are ready to help.
Fighting for the Documents We Need to Win Your Case
Meyer Wilson makes every effort to recover an investors complete losses caused by investment misconduct. A big part of doing this is by spending a significant amount of time in the discovery phase. The discovery phase is when we research and collect the documents we need to win your claim.
Preparing Your Case To Go All The Way
At Meyer Wilson, we prepare every case as if it’s going to a final hearing. Your opponent needs to understand that you are prepared to go all the way. Doing this level of research and strategic planning is one of the things that sets Meyer Wilson apart from other investment fraud law firms.
Understanding the Fraud Claims Process
Attorney David Meyer explains the fraud claims process and how Meyer Wilson is uniquely able to handle these types of claims for wronged investors.
Individual Investors Must Exercise Caution When Investing in Self-Directed IRAs
While self-directed IRAs can be a safe way to invest retirement funds, investors should be mindful of potential fraudulent schemes when considering a self-directed IRA.
Risks Around Variable Universal Life Policies
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?
Misrepresentations and Omissions
Attorney Courtney Werning explains why brokers are required to be forthright about your investments.
Buying Variable Annuities with IRA Money
Attorney David Meyer explains why he cautions investors against variable annuities.
Why ETFs Are Bad for Retirement Money
A Meyer Wilson stock broker fraud attorney explains why exchange traded funds (ETFs) are not a smart place for your retirement savings.
Overconcentration of Investment Portfolios
A broker's fiduciary duty to an investor may include: the duty to place the client's interests ahead of the broker's or the brokerage firm's interests, the duty to monitor the changing markets for impact on the client's interest, the duty to act responsibly and with due care in serving the client's interests, the duty to advise the client on the potential benefits and risks involved with broker recommendations/actions, and the duty to keep the client abreast of all transactions that affect the client's interests.
Alternative Investments Explained
Investments have traditionally been broken up into three categories: stocks, bonds, and cash. In recent years, stockbrokers have been pushing investors into a fourth category: alternative investments. Investment Fraud Attorney Chad Kohler explains.
Red Flags of Investment Fraud
Investment lawyer David Meyer of the Meyer Wilson law firm explains the securities fraud red flags that may point to lead to investment fraud losses. If you have been affected by stockbroker misconduct or suspect your broker is acting negligently, contact our Ohio investor claims law firm online or by calling today. We will review your investment case for free and if we decide to take your case it will be handled on a contingency fee basis.
Reverse Convertible Investment Risks
"Reverse converts" or Reverse Convertible bonds and notes have likely been marketed to unsophisticated investors as a good alternative to traditional equity and fixed income investments since they pay interest or are usually tied in some way to an underlying "safe" stock. But they are often too complex for most investors and pose many risks.
The Dangers of Crowd Funding
Investment Fraud Attorney David Meyer explores the recent trend, and dangers, of crowdfunding now that the SEC has loosened angel investor regulations for start ups and entrepreneurs.
The Dangers of Non-Traded REITs
Attorney Courtney Werning explains why non-traded REITs are investments you should never make.
New Rules to Protect Retirement Savings
New rules, expected to go into effect in 2017, will protect investors' retirement savings.
Explanation of Exchange Traded Funds (ETFs)
What are ETFs? A Meyer Wilson financial fraud lawyer explores Exchange Traded Funds including how ETFs work, why ETFs can be dangerous and how ETFs can mean huge money loss to your life savings.
Margin Trading
If you lost money trading on margin because your broker wrongfully recommended this investment option, you may be able to recover your losses!
MLP Investments
Invest in a Master Limited Partnership and lose money? Attorney Dave Meyer explains what to do next.
Master Limited Partnerships
If you suffered losses in MLPs that you believe may have been sold to you inappropriately, give us a call. We might be able to help you recover your losses.
Securities Based Lending
Attorney David Meyer explains the potential risks of securities based lending.
Investing On Margin
Attorney Chad Kohler explains why investing on margin is a risky strategy that should only be employed by investors who can afford it.
Unit Investment Trusts
Attorney David Meyer explains unit investment trusts or "UITs" and why they can be risky.
Discretionary v. Non-Discretionary Accounts
Attorney Dave Meyer explains the difference between non-discretionary and discretionary accounts.
New Wall Street Reform Signed Into Law
This new law will have a real impact on every consumer and individual investor. We will now have a Sheriff on Wall Street and as part of the financial reform, we now have the strongest consumer protections in history. Today is a big step towards empowering Main Street and reigning in the excesses of Wall Street.
How CPAs Can Protect Their Clients From Investment Fraud
Are you a CPA looking to protect clients from investment fraud? Learn how by watching our video.