We have gone up against broker-dealers all over the United States, including the biggest Wall Street firms, to collectively recover many millions of dollars on behalf of thousands of investors who suffered losses in: Annuities Alternative investments Stocks and Bonds ...

INC. 555 MADISON AVENUE, 22ND FLOOR, NEW YORK, NY 10022-3301 KAHN FINANCIAL SECURITIES, LLC 2660 WEST JARVIS AVENUE, CHICAGO, IL 60645 Mailing Address: P O BOX 1937, EVANSTON, IL 60204-1937 KAIZAN CAPITAL CORP. 2410 CAMINO RAMON, SUITE 175, SAN RAMON, ...

Over the years, we have collectively recovered many millions of dollars for thousands of clients related to: Alternative investments Stocks and Bonds Real estate investment trusts (REITs) and Non-traded REITs Private Placements Annuities Oil and Gas investments Trading strategies that ...

Unfortunately, there are brokers and investment advisors who will still make unsuitable investment recommendations or over concentrate retail investors’ portfolios in exchange-traded funds (ETFs), private placements, non-traded real estate investment trusts (non-traded REITs), oil and gas investments, or other volatile ...

Video Summary: Discussing what alternative investments are and including some common examples Video Transcript: Alternative investment is a generic term for investments that go beyond the normal stocks and bonds that you would typically see in brokerage accounts, it would ...

Miller also gained exposure to complex derivative contracts while working with a major oil and gas corporation.

All of these are heavily concentrated non-traded oil and gas investments. The oil, gas, and energy sectors were already experiencing turbulence for some time when Covid-19 struck, causing these areas to take an even deeper downturn. ... Even if the ...

It is also one of the three energy and gas-related investments, sold only by this broker-dealer, that has cost customers significant financial losses. ... The risks that can come with investing in the oil, gas, and energy industry, especially for ...

Risky Investments: Investing a conservative senior's funds in risky investments, such as private placements, nontraded real estate investment trusts (nontraded REITs), exchange-traded funds (ETFs), business development companies (BDCs), structured products, oil and gas investments, collateralized loan obligations (CLOs), or collateralized ...

One ex-customer received a $365K settlement for losses related to private placements, non-traded REITs, oil and gas investments, and other products.