National investment loss lawyers KlaymanToskes is investigating broker David Perrotto of Cetera Advisors (CRD #4960240).
According to FINRA BrokerCheck, broker David Perrotto of Cetera Advisors is currently facing an investor dispute alleging unsuitable investment recommendations which resulted in investor losses. The complaint allegedly relates to an investment in a real estate security.
Investors that suffered losses with broker David Perrotto 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.
David Perrotto, a broker registered with Cetera Advisors, is currently involved in an investor dispute. According to his Brokercheck record, the dispute, which was filed on June 27, 2024, alleges that Perrotto’s recommendations led to financial losses for the investors. Perrotto has reportedly worked with five different firms: Cetera Advisors, Cetera Investment Advisers, Bright Futures Wealth Management, Chase Investment Services Corp., and Gunnallen Financial.
As an investor, there are a few signs that you should look out for if you believe you may have a claim against broker David Perrotto. 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 David Perrotto, or have concerns regarding your investment portfolio at Cetera Advisors, contact KlaymanToskes at 888-997-9956 or fill out a short contact form for a free and confidential consultation.