Articles Tagged with Options Trading Strategy Attorneys

Texas Couple Sues Fidelity Over Options Strategy Investment Losses

Fidelity’s Advisory Referral Program Being Wrongfully Pushed on Fidelity’s Clients

Fidelity Brokerage Services, LLC (Fidelity) is facing claims related to its Wealth Advisor Solutions product (WAS) that Fidelity uses to recommend “third-party independent investment advisory firms.”  Essentially, this program allows Fidelity to make money from its customers by referring the customer to others for investment advice and management.  In particular, our investigation by our Options Trading Strategy Attorneys has uncovered that Fidelity is pushing this on its customers with “dormant” assets that are not paying any fees to Fidelity.