New Utility Scam Alert From David Lerner Associates Ppt

David Lerner Associates - Home

David Lerner Associates - Home Be alert for two recent scams revolving around the payment of utility bills. this alert from david lerner associates has the details of what to watch for. These events include one regulatory event, alleging that lerner recommended unsuitable investments in different investment products including debt securities among other allegations and complaints. finra brokercheck shows a final customer complaint on may 20, 2025.

David Lerner Associates - Home

David Lerner Associates - Home David lerner associates (dla), a long island based brokerage firm, has reportedly faced increasing scrutiny and regulatory action due to its sales practices involving high commission, illiquid investments. Martin lerner, a former general securities principal who retired in 2024, was fined $10,000 and suspended for one month for failing to reasonably supervise the sales of the partnerships. Investors have recently filed numerous claims with the financial industry regulatory authority (finra) against brokerage firm david lerner associates alleging unsuitable concentration in proprietary products invested in non traded oil & gas investments. The most significant recent development is finra’s may 2025 sanctions against david lerner associates for unsuitable sales of illiquid energy securities, where the firm sold nearly $600 million of these securities to over 6,000 customers.

David Lerner Associates - Home

David Lerner Associates - Home Investors have recently filed numerous claims with the financial industry regulatory authority (finra) against brokerage firm david lerner associates alleging unsuitable concentration in proprietary products invested in non traded oil & gas investments. The most significant recent development is finra’s may 2025 sanctions against david lerner associates for unsuitable sales of illiquid energy securities, where the firm sold nearly $600 million of these securities to over 6,000 customers. We recommend reading their comprehensive guide about how to stay safe from utility scams, which covers phone and in person scams in addition to the internet scams mentioned in this article. In one of the scams, thieves contact individuals (by phone, text, social media or even showing up at their front door) and tell them they are eligible for a non existent federal government program that will pay up to $1,000 toward their utility bills. It seems that there’s no shortage of different kinds of scams thieves have come up with to try to bilk honest individuals out of their money. two recent schemes revolve around the payment of utility bills. If you receive a suspicious text or email from a new number that claims to be a utility representative seeking payment for an overdue bill, be sure to contact your utility to verify and report it if it’s a scammer.

David Lerner Associates: Watch Out For The Grandparent Scam - David ...

David Lerner Associates: Watch Out For The Grandparent Scam - David ... We recommend reading their comprehensive guide about how to stay safe from utility scams, which covers phone and in person scams in addition to the internet scams mentioned in this article. In one of the scams, thieves contact individuals (by phone, text, social media or even showing up at their front door) and tell them they are eligible for a non existent federal government program that will pay up to $1,000 toward their utility bills. It seems that there’s no shortage of different kinds of scams thieves have come up with to try to bilk honest individuals out of their money. two recent schemes revolve around the payment of utility bills. If you receive a suspicious text or email from a new number that claims to be a utility representative seeking payment for an overdue bill, be sure to contact your utility to verify and report it if it’s a scammer.

David Lerner Associates - Tax Scams