Securities Fraud and Mismanagement

Attorney and Counselor at Law

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Todd Bernstein and Annuity Switching

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...

UBS Yield Enhancement (YES) Losses

YES was a complicate strategy UBS discontinued it. If you sustained significant losses or were a conservative or moderate investor recommended the UBS Yield Enhancement System (YES), please call 303-300-5022 for a free and confidential consultation. UBS brokers...

WFG Investor Loss Recovery

WFG has recently been identified and fined as the result of allegations that its supervision of its brokers is lacking.  To speak to an attorney to discuss your rights please call 1-866-817-0201 for a free and confidential consultation. FINRA asserts that during 2012...