SagePoint Investor's Suitability Dispute About Securities Broker Joseph Tonyan The investment loss recovery counsel at Soreide Law Group provide you with this update in regard to SagePoint Financial Inc. securities broker Joseph William Tonyan (CRD#: 1252187, Springfield, Missouri). Specifically, FINRA shows that two investors filed disputes about the securities broker. Not only that, but one […]

Geneos Wealth Management's Michael Osland Allegedly Gave Bad Advice Soreide Law Group is evaluating possible investor claims against Geneos Wealth Management securities broker Michael Osland (CRD#: 1791642, Scottsdale, Arizona). Namely, the Financial Industry Regulatory Authority (“FINRA”) BrokerCheck report for Osland shows that three clients filed disputes against him. Read on to learn more about what […]

Soreide Law Group, based in South Florida, obtained the following information from the February 2018 Disciplinary Report:  Investacorp, Inc. (CRD #7684, Miami, Florida) was censured and required to provide FINRA a plan to remediate eligible clients who qualified for, but did not receive, the applicable mutual fund sales-charge waiver. As part of this settlement, the […]