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Questions relating to potential claims against brokers. Suitability, churning, breach of fiduciary duty, the FINRA arbitration process, how to determine if an actionable claim is present.
25 years in securities, insurance, financial planning, securities industry expert witness. Helped many attorneys prepare cases before NASD/FINRA, helped individuals proceed on their own. Have helped recover hundreds of thousands of dollars.
Expert on this estate planning board - extremely high ratings: http://www.allexperts.com/ep/933-112345/Trusts-Estates-Law/David-Disraeli.htm Interviewed on local news stations,
CFP since 1994
Individuals and attorneys. Jack Cunningham, Esq 512.441.1411