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SSEK Law Firm to File Northstar Financial Services (Bermuda) Claim On Behalf of UNFCU Member

SSEK Law Firm to File Northstar Financial Services (Bermuda) Claim On Behalf of UNFCU Member
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What Is a Rolling Correction, And Are We in One?

What Is a Rolling Correction, And Are We in One?
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Financial Advisor Helps Cancer Non-Profit Obtain $10,000 Grant From Raymond James Charitable

Financial Advisor Helps Cancer Non-Profit Obtain $10,000 Grant From Raymond James Charitable
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This Week in Wealth Management Deals

This Week in Wealth Management Deals
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Advisor James Patrick O'Connell allegedly made unsuitable recommendations

June 23
O’Connell told the office of the Secretary of the Commonwealth of Massachusetts that he decided to remain unregistered because “it was too expensive to stay registered for just seven clients,” according to the court documents.
When a 69-year-old client decided to sell their house and buy a condo, O’Connell recommended taking out a 30-year variable interest rate mortgage on the new property and investing the house-sale proceeds with him.
“If they do not accelerate payments, Client 1 will be a few months shy of 100 years old at the time the mortgage is paid,” Galvin’s office writes in court documents. “O’Connell’s recommendation… constitutes unethical and deceptive practices under Massachusetts law given the client’s age and investment profile.” ....

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