Izzy Shefer, Arbitration Claims Filed Against Financial Advisor | Goodman & Nekvasil, P.A. May Recover Investor Losses
Izzy Shefer, Izhar Shefer CRD #1759498
From 2011 to 2017, Izzy Shefer was licensed with Morgan Stanley. FINRA reports that three arbitration claims have been filed during Izzy Shefer’s employment with Morgan Stanley, alleging unsuitable investments, misrepresentation of an unsuitable trading strategy, and/or unauthorized trading with respect to options investments by Izzy Shefer. These claims were settled by Morgan Stanley for $172,500, $60,000, and $43,110.17.
If you lost any money on options or other investments with Izzy Shefer, you may be able to recover your losses from Morgan Stanley. This is because Morgan Stanley had a duty to supervise Izzy Shefer.
If you lost money on options or other investments with Izzy Shefer and believe that the investments may have been unsuitable or otherwise improper for you, we would like to discuss the possibility of your retaining our firm to represent you in an arbitration action against Morgan Stanley concerning Izzy Shefer’s conduct. There is no charge for an evaluation of your case. Further, we handle our cases on a contingency fee basis. This means that unless we recover money for you, we charge no attorney’s fee. Unless you recover any money, you pay us nothing, not even the costs and expenses which the firm will advance on your behalf.
If you lost money on options or other investments with Izzy Shefer and would like your case evaluated by a securities attorney (again, there is no charge for an evaluation and all cases are handled on a purely contingency fee basis), please contact us.
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