Gilman Law LLP’s Naples Florida Office is investigating claims on behalf of investors who were sold variable annuities with “guarantees”. Variable annuities are one of the most complex products on the street. Investment professionals often represent that there are certain guaranteed returns offered with certain variable annuities. However, these so-called guarantees are misleading. Annuities are not FDIC insured so investors are subject to the credit risk of the issuer. Furthemore, many of the guaranteed income features being sold to investors usually require the investor to forgo the principal investment in exchange for an income stream. Of course the income stream is also subject to credit risk of the issuer. As a result, many investors, particularly those that have purchased CD’s have been misled regarding the safety of the variable annuity they are being sold. Not surprising, variable annuities are one of the highest commission products on the street. If you have lost $100,000 or more in variable annuities you may have a claim for recovery.

Gilman Law LLP’s Naples Florida Office is a leading securities law firm helping recover for variable annuity losses. For a free evaluation of your case, call us to set up an appointment in our office (1-239-221-8401).

Gilman Law LLP’s Naples Florida Office is investigating claims on behalf of investors who have suffered substantial losses investing in David Lerner’s Apple REITs. Apple REITs are proprietary products sold to investors seeking income. Investors believed they were purchasing safe alternatives to CD’s. Unfortunately, David Lerner Apple REITs are illiquid, non-traded REITs that have suffered dramatic losses. FINRA has filed a regulatory complaint against David Lerner regarding its sale and marketing practices of the Apple REITs to investors. If you have lost $100,000 or more in David Lerner Apple REITs you may have a claim for recovery.

Gilman Law LLP’s Naples Florida Office is a leading securities law firm helping recover for REIT losses. For a free evaluation of your case, call us to set up an appointment in our office (1-239-221-8401).

Gilman Law LLP’s Naples Florida Office is investigating claims on behalf of investors suffering large losses as a result of Mr. Donner’s unauthorized trading. Mr. Donner is a former financial advisor with Cape Securities, Aura Financial, and Saxony Securities. Mr. Donner recently agreed to a permanent bar from the securities industry with FINRA and the State of Florida. According to FINRA’s disciplinary notice release Mr. Donner entered into unauthorized trades on behalf of his clients and communicated with clients through his personal email.

Gilman Law LLP’s Naples Florida Office is a leading securities law firm helping investors in Naples, Bonita Springs, Fort Myers, Cape Coral, and Marco Island recover for investment misconduct. For a free evaluation of your case, call us to set up an appointment in our office (1-239-221-8401).

1.      Increases the position’s concentration in your portfolio

2.      If the investment declines you suffer greater losses

3.      Unless the investment increases there is little to no benefit for the reinvestment

4.      The dividends are treated as income

5.      You have tax liability on the dividend reinvestment even if the investment declines

Gilman Law LLP’s Naples Florida Office is a leading securities law firm helping local investors in Naples, Bonita Springs, Fort Myers, Cape Coral, and Marco Island recover for market losses. For a free evaluation of your case, call us to set up an appointment in our office (1-239-221-8401).