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Ex-Leumi Broker Zvika Feldman’s $800k Investor Complaint

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Updated on: January 13, 2023

Investors who Suffered Losses with Zvika Feldman Have Recovery Options: Contact KlaymanToskes

National investment fraud lawyers KlaymanToskes is investigating Zvika Feldman (CRD# 5316260) after the previously registered Leumi Investment Services broker received two FINRA public disclosures, including a customer complaint alleging $800,000 in investor damages.

According to FINRA’s Brokercheck Report, the investor complaint against Feldman, filed on June 2nd, 2022, alleges misrepresentations and unsuitability with respect to corporate debt and equity securities. In an earlier customer complaint filed on February 22nd, 2021, investors alleged misrepresentations and unsuitability with respect to debt and equity securities.

If you suffered investment losses with Zvika Feldman and/or at Leumi Investment Services’ Aventura, FL branch, you are encouraged to contact Lawrence L. Klayman, Esq. at (888) 997-9956 or lklayman@klaymantoskes.com to discuss your potential case.

Consultations are free and our firm works on a contingency basis, meaning we only receive attorney’s fees if we obtain a financial recovery for you.

Valley Financial Management/Leumi Brokers with Notable Disclosures

Zvika Feldman was registered with Leumi Investment Services in Aventura, FL from 2007 to 2021. Leumi Investment Services is now known as Valley Financial Management, Inc. The list below contains brokers with notable disclosures at Valley Financial Management’s Aventura, FL branch:

Iris Gallego (CRD# 4360416)

  • 1 customer complaint settled in favor of the investor:
    1. Investor alleged the purchasing of a bond was unsuitable and safekeeping fees were excessive
      • (Settled for $57,500)

Matthew Edward Pole (CRD# 4637849)

  • 1 customer complaint settled in favor of the investor:
    1. Investor alleged their financial advisor sold away a real estate investment and that the advisor misrepresented the investment
      • (Settled for $17,500)

How Can I Recover My Losses?

KlaymanToskes encourages investors to protect themselves by reviewing their accounts for signs of broker misconduct and/or investment losses. If you suffered losses with Zvi Feldman, Valley Financial Management, and/or any of their advisors, contact our firm for a free consultation.

Investment fraud attorney Lawrence L. Klayman, Esq., can be reached at 888-997-9956, or lklayman@klaymantoskes.com to discuss recovery options.

About KlaymanToskes

KlaymanToskes is a leading national securities law firm which practices exclusively in the field of securities arbitration on behalf of retail and institutional investors throughout the world in large and complex securities matters. The firm has recovered over $250 million in FINRA arbitrations and over $350 million in other securities litigation matters. KlaymanToskes has office locations in California, Florida, New York, and Puerto Rico.

Contact

KlaymanToskes, P.A.
Lawrence L. Klayman, Esq.
888-997-9956
lklayman@klaymantoskes.com
www.klaymantoskes.com