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Information to Avoid Investment Scams

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What Information Do I Need About an Investment to Avoid Investment Scams?

Gathering and reviewing documentation regarding a particular investment is an excellent way to make wise investment decisions and avoid investment scams. Take a careful look at any documentation you receive, research the investment online, and use FINRA’s BrokerCheck service and the SEC’s Investment Adviser Public Disclosure webpage to obtain as much information as possible about the person promoting it. If you cannot locate your investment sales person on either of those two websites, do not proceed. They are not licensed or registered to either sell securities or give investment advice.  

When reviewing the investment, pay particular attention to:

  • Risks associated with the investment
  • Hidden fees, commissions, or expenses
  • Performance history and outlook
  • The overall investment strategy

If you can’t find this information in the documentation you’ve received, speak with your financial professional.  Don’t be afraid to ask questions or seek clarification if you don’t understand what you see. If things don’t seem to add up, be sure to review the investment with a trusted professional or your lawyer.

Don’t wait until it’s too late. Speak with an experienced investment scam lawyer with Meyer Wilson as soon as you sustain losses or suspect fraud. We offer a completely free consultation, and we never request a retainer of any kind. Give us a call today and let us help you recover your losses.

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614-224-6000
305 W. Nationwide Blvd
Columbus, OH 43215
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310-905-8688
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216-600-1355
4781 Richmond Rd.
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Warrensville Heights, OH 44128
Bloomfield Hills Office

248-817-8214
41000 Woodward Ave.,
Suite 350
Bloomfield Hills, MI 48304
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The information contained in this Website is provided for informational purposes only, and should not be construed as legal advice on any subject matter. No recipients of content from this site, clients or otherwise, should act or refrain from acting on the basis of any content included in the site without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from an attorney licensed in the recipient's state. Read More
The information contained in this Website is provided for informational purposes only, and should not be construed as legal advice on any subject matter.
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