J R BURKE Has A Settled Investor Complaint  – Goodman & Nekvasil, P.A.

J R BURKE Has A Settled Investor Complaint  – Goodman & Nekvasil, P.A. May Recover Investor Losses

M HOLDINGS SECURITIES, INC. investment adviser, J R BURKE has a settled investor complaint.

Call 800-500-4442 if you think that you have received unsuitable investment recommendations from your adviser.

FRANCIS DEWEY BURKE JR (CRD#: 841681), a registered representative for M HOLDINGS SECURITIES, INC. in BERWYN, PA, has a settled investor complaint.  According to Burke’s FINRA BrokerCheck report, A representative at the firm supervised by Francis Burke provided incorrect illustrations to the clients at the time of sale in September 2023 resulting in distributions that were lower than intended. The error was discovered by the firm and disclosed to the client and it was handled through errors and omissions insurance and the clients were made whole. The resulting release agreement named Francis Burke as allegedly providing incorrect illustrations despite having no contact with the clients and not being listed on the policies.

Damage Amount Requested
$98,364.14

Settlement Amount
$98,364.14

J R BURKE has a settled investor complaint.

Goodman & Nekvasil, P.A., is investigating brokers who may have unsuitably recommended investments to their clients.

St. Petersburg, Florida law firm Goodman & Nekvasil, P.A., has a national practice representing victimized investors.  The  firm continues to investigate brokerage firms that placed elderly retirees and other conservative investors in unsuitable investments.

Goodman & Nekvasil, P.A., has filed numerous cases against brokerage firms selling high-risk investments and has recovered more than $400 million dollars on behalf of victimized investors.

We allege in these cases that these investment recommendations were unsuitable for our clients in view of their financial situation, needs and investment objectives.

There is no charge for an evaluation of your case. We handle our cases on a contingency fee basis. This means that unless we recover money for you, we charge no attorney’s fee.

If you incurred losses on your investment and would like your case evaluated by a securities attorney, please contact us.

Some of the information in this blog post was obtained from FINRA on 9/30/24. If you believe this information was reported incorrectly, please contact our firm: 1-800-500-4442.