National investment loss lawyers KlaymanToskes is investigating broker Pasquale Evangelista a/k/a Pat Evangelista of Raymond James & Associates (CRD #2443782).
According to FINRA BrokerCheck, broker Pasquale Evangelista a/k/a Pat Evangelista of Raymond James & Associates is currently facing an investor dispute alleging a conflict of interest and pressuring an investor to sell securities to pay down a line of credit, resulting in the freezing and liquidation of the investor’s account. The customer is reportedly seeking $277,686 in damages.
Investors that suffered losses with broker Pasquale Evangelista are encouraged to contact attorney Lawrence L. Klayman, Esq., at 888-997-9956 or by email at investigations@klaymantoskes.com to discuss recovery options. We do not collect attorney’s fees unless we are able to obtain a financial recovery for you.
Pasquale Evangelista, a broker with Raymond James & Associates, is currently involved in a dispute with an investor. According to his BrokerCheck record, the investor alleges that Evangelista had a conflict of interest because he was handling accounts for the investor’s sibling and the investor’s mother’s trust. The investor also alleges that Evangelista pushed them to sell some investments to pay off a line of credit. However, the investor’s account was not the main account used as collateral for the loan. After the transfer, the investor’s account was frozen, and investments were sold off because the account balance was too low to meet loan requirements. The investor is seeking to recover $277,686 in damages.
As an investor, there are a few signs that you should look out for if you believe you may have a claim against broker Pasquale Evangelista. These signs could potentially indicate misconduct, negligence, or investment fraud. Investors are encourage 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.
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 broker Pasquale Evangelista, or have concerns regarding your investment portfolio at Raymond James & Associates, contact KlaymanToskes at 888-997-9956 or fill out a short contact form for a free and confidential consultation.