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Category: Northstar Financial Services

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Financial Advisor Maria Calcena (Infinex Investments, Inc.) Customer Complaints

Maria Calcena (CRD#: 6348974) is a registered Broker at Infinex Investments, Inc. in Palm Beach, FL. She entered the securities industry in 2014 and previously worked for Ocean Financial Services.   According to publicly available records released by the Financial Industry Regulatory Authority (FINRA), in April 2020, a customer complaint was filed against Maria Calcena. […]

Financial Advisor Northstar Financial Services (Greg Lindberg’s Global Bankers Insurance Group) Customer Complaints

Northstar Financial Services (Bermuda) Ltd. operated out of the country of Bermuda, although its investment products were also available in other countries through broker-dealers in the U.S. and elsewhere. The company was acquired by Greg Lindberg’s Global Bankers Insurance Group several years ago.   Among the investment products it offered were variable- and fixed-rate annuities. […]

Financial Advisor Robin Platt (Hancock Whitney Investment Services, Inc.) Customer Complaints

Robin Platt (CRD#: 2584058) is a dually registered Broker and Investment Advisor at Hancock Whitney Investment Services, Inc. in Mandeville, LA. She entered the securities industry in 1998 and previously worked for Allstate Financial Advisors, LLC; PNC Investments; RBC Capital Markets, LLC; Wells Fargo Advisors, LLC; Suntrust Securities, Inc., and A.G. Edwards & Sons, Inc. […]