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  • Report:  #1491938

Complaint Review: Todd Fritz / berthel fisher company - casa grande arizona

Reported By:
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Submitted:
Updated:

Todd Fritz / berthel fisher company
408 N.Sacation St. Suite D casa grande, 85122 arizona, United States
Phone:
5208365335
Web:
408 n. sacaton st. suite d casa grande arizona
Tell us has your experience with this business or person been good? What's this?

tod fritz - lost  $14,000 of my money on stock that he now says was deemed worthless ---- in november 2019  I told mr Todd Fritz to sell all my legacy reserves stock -  and that I would take the loss on my taxes -- I never got any paperwork from Mr. Fritz so I called back in January 2020 - to inform him I needed the paperwork to file my taxes -- he then stated the stock was deemed worthless in December 2019 ??? 

and wasnt worth enough to pay the fee's to sell it  -- I then told him to sell all of the stock I had left in my acct (including Global Partners)  he would have plenty of money to deduct all fees and send me the paperwork for the Legacy Stock also -- I got no paperwork for the Legacy Reservces Stock only for the Global Partners ---

I got a check that was worth far more than the fees could have been --- now I wonder what happened to the Legacy Reserves Stock ???  590 shares just disappeared ???? no wonder this guy has changed employers 3 times in about as many years



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