MARTIN RONALD FISHGOLD is currently employed as a Broker and/or Investment Adviser at GENEOS WEALTH MANAGEMENT, INC. located at 8262 EAST VIA DONA ROAD, SCOTTSDALE, AZ, 85266.
MARTIN RONALD FISHGOLD has worked at GENEOS WEALTH MANAGEMENT, INC. since September 25, 2003
Disclosure History
MARTIN RONALD FISHGOLD has 1 Disclosure Event(s).
Date: September 24, 1990 Category: Customer Dispute Allegations: CUSTOMER INVESTED IN A REAL ESTATE INVESTMENTTRUST IN 1982 AND 1984. THIS TRUST HAD DIFFICULTIES INMAINTAINING THE UNDERLYING VALUE OF THIS INVESTMENT. WHEN [CUSTOMER] DECIDED TO SELL HER INVESTMENT IN 1989, SHE RECEIVED $6,000. SHE INITIALLY INVESTED #40,000. [CUSTOMER] HAS FILED A CLAIM FOR HER $34,000 LOSS. Damage Amount Requested: $34,000.00 Damages Granted: $16,800.00 Broker Comment: NOT PROVIDEDTHE SECURITIES [CUSTOMER] PURCHASED WEREPUBLICALLY OFFERED AND TRADED R.E. INVESTMENT TRUSTS, WHEN SHE PURCHASED THE SHARES, THEY WERE REGARDED AS A CONSERVATIVE SOURCE OF INCOME. HER PRIMARY GOAL WAS INCOME. THE REFERENCED SECURITY DID VERY WELL FOR THREE YEARS AS SHE POINTS OUT. THE REAL ESTATE MARKET BEGAN HAVING PROBLEMS FROM UNFORSEEN CHANGES IN TAX LAWS AS WELL AS NATIONAL ECONOMIC CONDITIONS. AFTER DISCUSSIONS WITH OUR DUE DILIGENCE STAFF AT FNIC, WE ADVISED OUR CUSTOMERS OF OUR CONCERN OVER THE OUTLOOK OF THIS PARTICULAR REIT. WE RECOMMENDED TO [CUSTOMER] IN EARLY 1987, TO SELL HER SHARES, WHICH UNFURTUNATELY SHE DID NOT FOLLOW OURRECOMMENDATION.
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