Fermin Alberto Mesina: Over $850k in Northstar Financial Services Investor Complaints

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Updated on: February 6, 2023

Northstar (Bermuda) Investment Recovery Options: Contact KlaymanToskes

National investment fraud lawyers KlaymanToskes is investigating Fermin Alberto Mesina (CRD# 4619199) after the Infinex Investments adviser received two customer complaints alleging over $850,000 in collective damages due to unsuitable Northstar Financial Services (Bermuda) Ltd. investments.

If you purchased Northstar investments through Fermin Mesina, contact KlaymanToskes immediately to learn more about the firm’s investment loss investigation at 888-997-9956 or on the web at www.klaymantoskes.com.

Customer Complaints Against Fermin Alberto Mesina

According to FINRA BrokerCheck, Mesina has been named in two customer complaints. The most recent complaint, filed on January 11th, 2023, alleges that Mesina failed to perform adequate due diligence and concentrated a large portion of the client’s net worth into Northstar Financial Services (Bermuda) fixed-annuity products. The complaint alleges investor damages between $500,000 and $1 million. The affected investor is an elderly Mexican widow with little to no investment experience who allegedly entrusted Mesina with her family’s life savings.

A second customer complaint, filed on April 13th, 2022, alleges breach of contract, negligence, breach of fiduciary duty, and violation of CA Corporations Code. The complaint is currently pending and alleges investor damages of $350,000 due to Northstar Financial Services (Bermuda) fixed-annuity products.

Former and current customers of Fermin Alberto Mesina and/or Infinex Investments’ Chula Vista, CA branch who have experienced significant investment losses are encouraged to contact securities attorney Lawrence L. Klayman, Esq. at 1-888-997-9956 or lklayman@klaymantoskes.com to discuss recovery options. All consultations are free and confidential.

Who is Fermin Alberto Mesina?

Fermin Alberto Mesina

Fermin Alberto Mesina (CRD# 4619199)

  • Mesina is currently registered with Infinex Investments’ Chula Vista, CA branch
  • Mesina’s past registrations include First Brokerage America, LLC from 2016 to 2017 and Insight Securities, Inc. from 2014 to 2016 in Chula Vista, CA
  • Mesina holds 19 years of securities industry experience and five state licenses

What is Northstar Financial Services (Bermuda)?

Northstar Financial Services (Bermuda), founded in the 1990’s, was a Segregated Accounts Company regulated by the Bermuda Monetary Authority that promoted its fixed and variable annuity products as offering segregated account protection, generous liquidity terms and a variety of commitment periods, as well as the benefits of a Bermuda trust structure.

Many Northstar investors were foreign nationals from Mexico, South America, Japan, and China. Northstar Financial Services was acquired in 2018 by Greg Lindberg, who is currently serving up to seven years in prison for wire fraud and bribery after being convicted in October 2020. Lindberg allegedly funneled funds from his other insurance and annuity companies to Northstar.

Northstar Financial Services (Bermuda) Products:

  • Global Advantage
  • Global Advantage III, V
  • Global Advantage Select
  • Global Interest Accumulator
  • Global Investment Plan
  • Global Index Protect
  • Global Variable Annuity
  • Global VIP
  • Global VIP Elite
  • Met Group Variable Deferred Annuity
  • Met Global Asset Portfolio
  • Met Universal Life
  • Met Variable Universal Life

Other Northstar (Bermuda) Entities

Omnia, Ltd. – Also doing business as Beechwood Bermuda, Beechwood Omnia, Old Mutual


  • Guaranteed Rate Plan
  • Guaranteed Index Plan
  • Universal Investment Plan

PB Investment Holdings – Variable and fixed rate annuity products

PB Life and Annuity – Insurance/annuity products

Recover Northstar Investment Losses

While Northstar and its entities are now defunct, investors can recover their losses by pursuing FINRA arbitration against the brokers who sold these investments.

If you suffered losses in Northstar (Bermuda), PB Investment Holdings, Omnia, Ltd., or PB Life and Annuity, contact attorney Lawrence L. Klayman for a free consultation at (888) 997-9956 or lklayman@klaymantoskes.com.

See Our Related Blog: “Attention Beechwood Bermuda Investors: Cetera Investment Services Brokers Named in Over $5M in Customer Complaints

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.


KlaymanToskes, P.A.
Lawrence L. Klayman, Esq.