Expert Witness Services
Jesse Dogillo, CFP®, CLU®, ChFC®, AEP®
Expert Witness & Litigation Support Services
- Consults with plaintiff and/or defendant attorneys and provides expert witness testimony at deposition and/or trial/FINRA arbitration. Work performed subject to fee and retainer agreement.
- Review and provide opinions regarding Breach of Fiduciary Duty, Negligence, Failure to Supervise, Misrepresentation, Suitability, Fraud, and Due Diligence.
- Product expertise include: Annuities, Mutual Funds, and Life Insurance