Adviser – and investment author – facing private-placement dust-up
Bambi Holzer hit with client complaint over selling of risky offerings; broker has appeared on 'Today,' CNN and CNBC
A broker whose employment record is littered with customer complaints over variable annuities is now the focus of investor lawsuits over highly illiquid and risky private-placement investments.
The broker, Bambi Holzer, has 42 settled customer disputes, according to information posted by the Finan
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