National investment loss lawyers KlaymanToskes is investigating investment advisor Greg Wilson (CRD# 6849983) of David Ortiz Advisors, Inc. and Ortiz World Wealth, following the law firm’s filing of a customer complaint with the Financial Industry Regulatory Authority (“FINRA”) (Claim No. 25-00214), alleging investor damages of $250,000 due to unsuitable recommendations to invest in unsuitable PetroRock Oil & Energy investments.
According to the SEC’s AdviserInfo, investment advisor Greg Wilson a/k/a Gregory L. Wilson was previously registered with David Ortiz Advisors, Inc. from 2019 to 2021 in Whittier, CA. Wilson is currently registered as an advisor with Ortiz World Wealth in Whittier, CA
Investors that suffered losses with investment advisor Greg Wilson are encouraged to contact attorney Lawrence L. Klayman, Esq., at 888-997-9956 or by email at lawrence@klaymantoskes.com to discuss recovery options. We do not collect attorney’s fees unless we are able to obtain a financial recovery for you.
Greg Wilson (CRD# 6849983) is a broker who is currently under investigation for alleged unsuitable recommendations. He has over six years of experience in the securities industry. He is the Owner and Principal Registered Investment Advisor at Ortiz World Wealth.
Ortiz World Wealth is an independent financial adviser firm based in California. It was founded in January 2021 and currently offers investment management and financial planning services.
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KlaymanToskes is a leading national investment loss law firm that represents the interests of investors throughout the world who have suffered losses due to broker misconduct, investment fraud, and securities violations.
The articles linked below contain important information relating to KlaymanToskes’ investigations of investment advisor Greg Wilson:
If you suffered losses with investment advisor Greg Wilson, contact KlaymanToskes at 888-997-9956 or fill out a short contact form for a free and confidential consultation.
The firm has helped recover over $600 million* for investors, and can help you determine if your loss is due to financial advisor misconduct, unsuitable investment advice, and/or other securities violations.
*Exclusive of attorneys fees and costs.
As an investor, there are a few signs that you should look out for if you believe you may have a claim against investment advisor Greg Wilson. These signs could potentially indicate misconduct, negligence, or investment fraud. Investors are encouraged to contact our firm immediately if you have experienced any of the following:
Some investors have close relationships with their brokers due to the time and trust built over the course of their investment relationship. However, it is crucial to remember that financial decisions should be based on careful analysis and due diligence rather than solely relying on personal relationships.
According to the SEC, investment advisory firms such as David Ortiz Advisors, Inc. and Ortiz World Wealth are responsible for the supervision of all of the activities of their registered brokers and investment advisors. Investors may be entitled to a financial recovery if their brokerage firm failed to supervise the representative managing their brokerage account, and/or if their broker/advisor made unsuitable investment recommendations.
Engaging the services of an experienced securities attorney to evaluate your specific circumstances is strongly advised. At KlaymanToskes, our team of experienced securities attorneys has a deep understanding of this complex area of law, allowing us to provide invaluable insight and tailored guidance that directly addresses your individual needs.
If you suffered losses with investment advisor Greg Wilson, or have concerns regarding your investment portfolio at David Ortiz Advisors, Inc. and/or Ortiz World Wealth, contact KlaymanToskes at 888-997-9956 or fill out a short contact form for a free and confidential consultation to discuss your recovery options.