Peiffer Wolf is currently investigating potential claims against Angelo Talebi of Beverly Hills Financial Planners for his recommendation of variable annuities, alternative investments like REITs, and other unsuitable investments.
According to FINRA’s BrokerCheck website for Public Disclosures, Angelo Talebi is the subject of 38 disclosures (two of which are still pending). Some of the more notable disclosures are as follows::
Prior to Independent Financial Group, Angelo Talebi was a broker registered with Royal Alliance Associates, LPL Financial, Securities America, and Quest Capital Strategies.
If you invested with Angelo Talebi of Beverly Hills Financial Planners, contact Peiffer Wolf immediately for a FREE Consultation.
To review Angelo Talebi’s BrokerCheck report, click here:
*BrokerCheck is run by the Financial Industry Regulatory Authority, Inc. (FINRA)
Financial advisors (brokers) have a legal obligation and regulatory obligation to recommend only suitable investments that are appropriate for their individual clients. Their broker-dealer (employing brokerage firm) has a legal obligation and regulatory obligation to supervise the financial advisor’s sales practices and dealings with clients. To the extent that any of these duties are breached, the customer may be entitled to a recovery of his or her investment losses.
Based on our experience, we believe that there are more investors who have been the victims of Angelo Talebi’s alleged broker misconduct and investment fraud. If you invested with Angelo Talebi of Beverly Hills Financial Planners, contact Peiffer Wolf immediately for a FREE Consultation. 585-310-5140.
Peiffer Wolf is currently investigating claims for anyone who has invested with Angelo Talebi of Beverly Hills Financial Planners. If you or someone you know invested with Talebi, Contact Us Today by calling 585-310-5140 or by filling out an online Contact Form for a FREE Consultation.