Welcome to the home page of Douglas J. Schulz, President of Invest Securities Consulting, P.C.  Invest is a registered investment advisor firm (“RIA”) with various state securities boards.  Mr. Schulz has testified in hundreds of securities arbitrations and courtrooms regarding investment and brokerage disputes. 

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Mr. Schulz...Featured Speaker at Investment Education Conferences
Mr. Schulz will be a featured speaker at the 2005 Delaware Investment Education Conferences. With 25 years of experience, he has been consulted as an expert in approximately 1,000 cases on the rules, laws and regulations of the securities industry. Click here for more information.
 
 

February 11, 2002 issue of Business Week Magazine Brokerage Fraud book reviewed in Business Week Magazine!
BusinessWeek Online
 


Douglas J. Schulz has co-authored a book with Tracy Pride Stoneman, distinguished securities lawyer (www.brokeragefraud.com) about the brokerage industry. Douglas' book, Brokerage Fraud, has been reviewed in the February 11, 2002 issue of Business Week Magazine! Here is an excerpt from the article...

"That's why you might do a favor for any friends who still use a stockbroker by giving them Brokerage Fraud: What Wall Street Doesn't Want You to Know (Dearborn, $24.95)...they make enough of a case to get even very trusting investors to (wisely) think thrice about any broker's advice."


Brokerage Fraud

Order Now!

You can read the rest of this article by clicking here. For more information on Douglas' book, Brokerage Fraud, click here.
 


If you are looking for the following information or services, you’ve come to the right place:

You have a problem with how your brokerage firm executed your trade.
Your Internet or On-line brokerage account or account trades has not been handled properly.

Your brokerage firm executed a trade at a price that you think is unfair.

You received a margin call or a margin liquidation that seemed improper.
You believe your stockbroker purchased unsuitable investments for you.
You believe your stockbroker misrepresented the facts to you or failed to tell you all of the facts about an investment.
Your stockbroker has made investments without first discussing them with you in detail.

You think your account has been mishandled but you need help evaluating your losses and/or what the account would have made if it had been managed properly.

You want to know if the broker or the firm did something wrong.
You are a stockbroker and you think you were unfairly fired from a firm.
You are a stockbroker and you have been sued by your firm.

If you have any of these questions, or any questions that are similar in nature, you will find it productive to further review this website or contact Mr. Schulz.


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Douglas J. Schulz CRCP, RIA
Invest Securities Consulting, Inc. P.C.
301 Snowcrest
Westcliffe, Colorado 81252
Phone: 719-783-3230
Fax: 719-783-0343
Email: schulz@securitiesexpert.com

© Invest Securities Consulting, Inc. P.C.
Last Updated: April 6, 2005

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