Questionnaire Back to Contact Page...

As a securities law firm dedicated to helping public investors obtain compensation from stockbrokers, financial advisers and insurance salesmen, we will gladly give you a free e-mail consultation and opinion about the likelihood of success of your claim. Just fill out the questionnaire below and e-mail us, and an experienced securities lawyer will respond to you.

Answer as many questions as you can. The more information we have the better we can advise you.

* = required fields.

First Name *

Last Name *

 

Address

Suite / Apt #

City

State

Zip

Email *

Phone *

Best way to contact you

Age
Under 30 31-40 41-50 51-60 61-70 over 71

Name of Brokerage in Question

Name of Broker

Location of Firm

What were your investment objectives?

Long term growth

Speculation

 

Income return

Conservative

 

What investments were purchased in your account?

IPO

Stocks

 

Bonds 

Mutual Funds

 

Options

Whatever the broker suggested I bought

How much did you lose?

Under $50,000

Between $50,000 to $150,000

 

$150,000 to $500,000

Between  $500,000 to $1,000,000 

 

$1,000,000 to $5,000,000

$5,000,000 to $10,000,000

 

Over $10,000,000

How many years ago did the loss occur?

< 1 year ago

1 - 4 years ago

 

4 - 6 years ago

6+ years ago

 

What do you think the broker did wrong?

Bought stock without my permission

Churned my account with a lot of "in and out trades"

Bought stocks which were too risky

Failed to follow my instructions with regard to specific investments

If Klayman & Toskes feels I have a meritorious claim, I may be willing to file an action to recover my losses.

Yes No


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