Securities Fraud and Mismanagement

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Annuity

Todd Bernstein and Annuity Switching

by Jeff Pederson | Aug 1, 2025 | General

Todd Bernstein faces state felony charges for falsifying documents to allow inappropriate annuity switching. On July 31, 2025, the State of Michigan charged Todd Bernstein with felony charges for insurance fraud. Bernstein is identified as a financial advisor in...

Losses in L-share variable annuities

by Jeff Pederson | Nov 2, 2016 | Uncategorized

If you have suffered losses in variable annuities sold to you by Voya or Cetera subsidiaries such as Cetera Advisors, Cetera Financial Specialists, First Allied, Kestra Investment Services, FTB Advisors, Summit Brokerage and VSR, or if you were sold a variable annuity...

Variable Annuity Fraud

by Jeff Pederson | Mar 16, 2014 | Uncategorized

We have been helping investors who believe that they are victims of variable annuity fraud for 20 years. Variable annuity fraud has always been a frequent trick of brokers looking to put their own interests ahead of their investors (often by selling to those...