National investment loss lawyers KlaymanToskes is investigating broker Fridtjov Markussen (CRD# 4323396) of AMJ Financial Wealth Management and Osaic Wealth.
According to FINRA BrokerCheck, broker Fridtjov Markussen of AMJ Financial Wealth Management is currently involved in a customer complaint seeking $150,000 in damages, alleging that the portfolio of investments recommended was not in keeping with the customer’s wishes.
Investors that suffered losses with broker Fridtjov Markussen are encouraged to contact attorney Lawrence L. Klayman, Esq., at 888-997-9956 or by email at investigations@klaymantoskes.com to discuss potential recovery options. We do not collect attorney’s fees unless we are able to obtain a financial recovery for you.
Financial advisor Fridtjov Markussen of AMJ Financial Wealth Management and Osaic Wealth is currently facing a customer complaint alleging that the portfolio of investments recommended to the customer was not in line with the customer’s needs. The customer is seeking to recover $150,000 in damages. Markussen is currently registered as a broker with Osaic Wealth and as an investment advisor with AMJ Financial Wealth Management in Leesburg, VA.
As an investor, there are a few signs that you should look out for if you believe you may have a claim against your financial advisor. 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.
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 Fridtjov Markussen, or have concerns regarding your investment portfolio at AMJ Financial Wealth Management, Mosaic Wealth, or with any other financial advisor or firm, contact KlaymanToskes at 888-997-9956 or fill out a short contact form for a free and confidential consultation.