National investment loss lawyers KlaymanToskes is investigating broker Robert Schultz (CRD #4163450) of Osaic Wealth and Royal Alliance Associates.
According to FINRA BrokerCheck, broker Robert Schultz of Osaic Wealth is currently facing an investor dispute for allegedly recommending unsuitable alternative investments and the sale of such investments, with the investor seeking $75,000 in damages. Schultz was previously registered with Royal Alliance Associates until December 2021, in Los Angeles, CA.
Investors that suffered losses with broker Robert Schultz 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.
Robert Schultz, a broker with Osaic Wealth, and formerly with Royal Alliance Associates, is currently facing a complaint from an investor. According to his BrokerCheck record, the investor alleges that Schultz recommended alternative investments that were not suitable for them. The complaint allegedly relates to an investment in a real estate security. The investor is seeking $75,000 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 Robert Schultz. 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 Robert Schultz, or have concerns regarding your investment portfolio at Osaic Wealth and/or Royal Alliance Associates, contact KlaymanToskes at 888-997-9956 or fill out a short contact form for a free and confidential consultation.