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Articles Tagged with PB Investment Holdings

Elderly Chinese Retiree Files Six-Figure PB Investment Holdings Case Against Cetera Investment Services

Published on: September 24, 2021 | by Shepherd Smith Edwards & Kantas, LLP

Customer’s FINRA Arbitration Hearing Seeking Up to $500K Will Take Place in Los Angeles

Our broker fraud attorneys at Shepherd Smith Edwards and Kantas (SSEK Law Firm at investorlawyers.com) have filed a FINRA arbitration claim against Cetera Investment Services. A very elderly Chinese widow who entrusted the firm to keep her money safe suffered considerable losses in PB Investment Holdings.

The claimant, who is from Shanghai, is requesting up to $500K in damages for the losses she sustained in PB Investment Holdings (formerly Beechwood), a now failed off-shore entity owned by imprisoned billionaire Greg Lindberg.

Chinese Retiree Pursues Up To $500K From Cetera Over PB Investment Holdings Losses

Published on: August 23, 2021 | by Shepherd Smith Edwards & Kantas, LLP

Retiree Suffers Significant Losses in PB Investment Holdings on Recommendation of Cetera Financial Advisor

A Chinese national has filed a Financial Industry Regulatory Authority (FINRA) arbitration claim over losses she suffered after a Cetera Investment Services advisor unsuitably recommended and sold a PB Investment Holdings annuity to her.

The Bermuda-based off-shore investment (affiliated with Northstar Bermuda) was touted as safe and low risk. That entity is in liquidation and has caused this claimant, who is a retiree, significant losses. She is now seeking six figures in damages from Cetera Financial.