Advisor Alert: Our Attorneys Are Investigating Joshua Jon Beitel For Investment Fraud
Did You Lose Money Because of Josh Beitel of Osaic Wealth (previously with Cambridge Investment Research)?
Filed: October 24, 2023
Josh Beitel currently has been the subject of two (2) customer complaints. As an investor, you may be entitled to compensation for losses accrued due to mismanagement of your investments.
Let’s begin our Patil Law Advisor Alert with a summary report on Josh J Beitel.
Who Is Joshua Jon Beitel of Osaic Wealth Inc. and Signature Equity Partners, LLC?
- Advisor Name: Joshua Jon Beitel
- Aliases: Josh J Beitel, Josh Beitel
- CRD: 5911459
- Location: Traverse City, Michigan
- Current Employer: Osaic Wealth Inc. and Signature Equity Partners, LLC
- Previous Firms: Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Cetera Investment Advisers LLC
- Number of Known Customer Complaints: 2
- Can Joshua Beitel Be Sued: Yes, in Private Arbitration
- Can Joshua Beitel’s Employers Be Sued For Failing to Supervise His Actions: Yes, in Private Arbitration
- Highest Damages Allegation: $41,338.86
- Highest Settlement: $37,500
If you have suffered investment losses by Joshua Beitel, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining a failure to supervise lawyer. Reach out to the legal team at Patil Law, P.C. via the secure online form or call the firm directly toll-free at 1-800-950-6553.
Customer Complaints Filed Against Joshua Beitel For Broker Misconduct
As of this publication date, Josh Beitel has been the subject of 2 customer disputes. Let’s review them below.
In April 2018, a complaint was filed against or in reference to Josh Beitel by a customer of Cetera Investment Services LLC alleging that Mr. Beitel failed to inform the client of her tax consequences of liquidation of account. Per the customer, she lost over $5,000 due to Mr. Beitel’s actions. On June 4, 2018, Mr. Beitel settled the claim for $37,500, and some or all of this amount may have been paid by Mr. Beitel’s employer and/or insurance carrier.
In April 2019, a complaint was filed against or in reference to Josh Beitel by a customer of Cetera Investment Services LLC alleging that Mr. Beitel made changes to the client’s investment without the client’s consent. Per the customer, she lost over $41,338.86 due to Mr. Beitel’s actions.
How To File A Claim Against Joshua Beitel of Osaic Wealth Inc. and Signature Equity Partners, LLC (previously with Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Cetera Investment Advisers LLC) To Get Your Money Back.
If you have questions about Joshua Beitel, Osaic Wealth Inc., Signature Equity Partners, LLC, Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., Cetera Investment Advisers LLC, or the management or performance of your accounts, please contact Attorney Patil for a free initial consultation via email or toll free at 1-800-950-6553.