Robert Greene – Customer Dispute Filed Involving Financial Advisor/Broker Robert Greene

Robert Greene – Customer Dispute Filed Involving Financial Advisor/Broker Robert Greene | Goodman & Nekvasil P.A. May Recover Investor Losses

Robert Greene CRD #1239196

Robert Greene is a currently licensed financial advisor/broker with Wells Fargo Clearing Services LLC.

According to Robert Greene’s BrokerCheck report, a customer dispute has been filed alleging sales practice violations against Robert Greene.

Customer Dispute 1/12/17: Claimants allege that FA failed to properly manage their accounts in accordance with their investment plan, and that instead, the FA made investment recommendations that led to a portfolio over-concentrated in gold, energy, and other securities between 2014 and 2015. This customer dispute is pending and seeks $50,000 in damages.

Goodman & Nekvasil, P.A. May Recover Investor Losses

If you lost any money on investments with Robert Greene, you may be able to recover your losses. If you lost money on investments with Robert Greene 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 concerning Robert Greene’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.

Goodman & Nekvasil, P.A. has recovered more than $180 million on behalf of victimized investors. If you lost money on investments with Robert Greene 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.

Some of the information in this blog post was obtained on 12/30/2019 directly from FINRA BrokerCheck, without any changes. If you believe this information was reported incorrectly, please contact our firm at 1-800-500-4442. 

Robert Greene, Unsuitable Investment Advice, Investment Fraud, Churning, Misrepresentation and Omission of Material Facts, Elder Fraud, Unauthorized Trading, Theft, Selling Away, Unapproved Outside Business, Nationwide, SEC, Robert Greene

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