Soreide Law Group recently filed a FINRA arbitration on behalf of their clients, a retired couple in their 70s, against Wells Fargo Advisors, LLC (WELLS FARGO). The Claimants reside in Mesa, Arizona. At the time of their retirement they transferred their entire portfolio to broker, William Berg. All of the Claimants investable assets are with […]

Soreide Law Group has filed a FINA arbitration for their clients against RAYMOND JAMES & ASSOCIATES, INC., and broker, LOREN LUCAS (CRD# 1203511). The Claimants are a retired couple who live in St. Augustine, Florida, and have been married for 43 years. The Claimants maintained their invests at RAYMOND JAMES under the management of their […]