Mission Viejo Investment Fraud Lawyer

Falling victim to investment fraud can shatter your financial security and leave you feeling vulnerable. An investment fraud lawyer representing cases in Mission Viejo, CA, can empower you to take legal action and recover your losses.

At Meyer Wilson, we have represented investors’ rights for over 20 years. From the initial consultation to the resolution of your case, we communicate openly with our clients. We will help you make informed decisions about legal strategies. Call our California investment fraud lawyers today to schedule a free consultation.

How to Identify Investment Fraud

Investment fraud (also known as securities fraud) is a deceptive and unlawful practice that involves manipulating investors into making financial commitments based on false information. Perpetrators of fraud exploit the desire for financial growth by presenting seemingly attractive opportunities that guarantee high returns or minimal risk.

Investment fraud can easily deceive even the most cautious individuals. The perpetrators of these schemes often craft elaborate narratives and sophisticated strategies that cloak their fraudulent intentions. Victims may not even realize they have lost money.

Signs of possible investment fraud include:

• Large fluctuations in your investment
• Guaranteed high returns with no risk
• Pressure to invest quickly without thorough research
• Unregistered or unlicensed sellers
• Complex and unclear investment structures
• Consistently positive or unrealistic performance claims
• Difficulty accessing funds or delays in withdrawals

If you suspect your financial advisor might harm your portfolio, seek legal representation immediately. An experienced Mission Viejo investment fraud lawyer will review your situation and determine if you have a valid claim.

Types of Investment Misconduct Claims We Represent

Since we opened our law firm’s door back in 1999, we have seen the many forms investment fraud can take. Our legal team has witnessed firsthand the devastating impact investment fraud can have on individuals and families. We’ll help ensure those who exploit trust and prey on financial aspirations are held accountable.

Meyer Wilson has represented a wide range of securities fraud cases, including:

• Margin trading: Advisors exploit the concept of margin accounts in the financial markets to deceive investors. Margin accounts allow investors to borrow money from a brokerage firm to leverage their trades and potentially amplify their returns. However, in the context of fraud, perpetrators may mislead investors into making larger and riskier trades
• Churning: This is a deceptive practice where a financial advisor or broker excessively trades within a client’s account, primarily to generate commissions for themselves rather than for the investor’s benefit. Churning involves frequent buying and selling of securities, often without regard to the investor’s goals or risk tolerance.
• Negligence: Brokers or advisors fail to fulfill their duty of care towards their clients. In such cases, their actions or omissions fall below the expected standard of care, leading to financial harm for the investor.
• Unauthorized trading: A financial advisor or broker trades in your account without proper authorization. This deceptive practice involves executing transactions that the investor may not even be aware of or did not explicitly approve.
• Failure to diversify: This refers to neglecting to diversify an investor’s portfolio, exposing them to unnecessary risk and potential financial harm. Diversification involves spreading investments across different asset classes and industries to mitigate the impact of a downturn in any one area.

Reviewing Your Available Options for Financial Recovery

Having suffered significant losses in your investment portfolio, you may be unsure what steps to take next. However, you don’t have to go through this difficult situation alone. Seek legal guidance from experienced securities fraud lawyers to protect your financial well-being.

Our team is dedicated to helping victims like you navigate the complexities of investment fraud cases. We understand the intricacies of different types of investment advisor misconduct and will create a custom strategy based on the details of your case.

FINRA Arbitration

This is a dispute resolution process offered by the Financial Industry Regulatory Authority (FINRA), an independent regulatory organization overseeing the securities industry in the United States. It provides a forum for resolving disputes between investors, brokerage firms, and individual brokers outside the traditional court system.

A skilled lawyer can engage in negotiation and settlement discussions on your behalf. They can work to achieve a favorable resolution without proceeding to a full arbitration hearing.

Your lawyer will represent you before the FINRA arbitration panel if your case proceeds to a hearing. They will present your case, cross-examine witnesses, and argue on your behalf to maximize your chances of a favorable result.

Litigation

If arbitration is not preferred or appropriate, a securities fraud attorney can help you take legal action against the at-fault party in the court system. By choosing this path, you can seek remedies and hold responsible parties accountable.

Your attorney will analyze the details of your case, gather evidence, interview witnesses, and construct a compelling legal strategy to advocate for your rights in a court of law.

Contact Experienced Investment Fraud Attorneys Serving Mission Viejo, CA, Today

Meyer Wilson offers victims of fraud the necessary resources to hold the at-fault party responsible. Unlike many other firms, who operate with just one or two attorneys and limited personnel, we have robust infrastructure and resources for effectively managing intricate financial fraud cases.

Don’t hesitate to reach out for a confidential consultation, where we can assess your situation and chart a course of action to help you regain control of your financial future. Contact us today to get started with your case.