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Articles Posted in Merrill Lynch

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Massachusetts Files Complaint Against Morgan Stanley Alleging Unfair Sales Contests to Sell Securities Backed Loans

Our firm has previously reported on the growing trend of brokerage firms recommending non-purpose loans secured by their brokerage accounts to clients.  See Investors Risk Big Losses with Loans Secured by Securities Collateral Accounts.  Recently, the state of Massachusetts charged Morgan Stanley with conducting unethical – high-pressure – sales contests…

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Customers Files Complaints Against Wells Fargo Broker Thomas Braley

The securities lawyers of Gana Weinstein LLP are investigating customer complaints filed with The Financial Industry Regulatory Authority (FINRA) against broker Thomas Braley (Braley).  According to BrokerCheck records Braley has been subject to at least four customer complaints.  The customer complaints against Braley alleges securities law violations that including unauthorized…

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FINRA Bars Scott Muirhead Over Private Security Transaction Investigation

The investment fraud lawyers of Gana Weinstein LLP are investigating the regulatory investigation filed by The Financial Industry Regulatory Authority (FINRA) against broker Scott Muirhead (Muirhead). According to BrokerCheck records Muirhead is subject to one bankruptcy filing in 2013 and one criminal matter.  The FINRA regulatory matter concerns the agencies…

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Investor Recovery Options for Merrill Lynch Strategic Return Notes

According to the Wall Street Journal, The Securities and Exchange Commission (SEC) is preparing an enforcement action against brokerage firm Merrill Lynch over an investment that collapsed losing investors as much as 95% of their initial investment.  According to the financial advisors at the firm, the advertising and marketing for…

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Gana LLP Investigates Customer Complaints Against Merrill Lynch Broker Jacquin Fink

The securities lawyers of Gana Weinstein LLP are investigating customer complaints filed with The Financial Industry Regulatory Authority (FINRA) against broker Jacquin Fink (Fink).  According to BrokerCheck records Fink has been subject to at least six customer complaints.  The customer complaints against Fink allege securities law violations that including unsuitable…

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Customers File Suitability Complaints Against Merrill Lynch Advisor Lisa Wolf

The securities lawyers of Gana Weinstein LLP are investigating customer complaints filed with The Financial Industry Regulatory Authority (FINRA) against broker Lisa Wolf (Wolf).  According to BrokerCheck records Wolf has been subject to at least six customer complaints.  The customer complaints against Wolf allege securities law violations that including unsuitable…

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Financial Advisor Roman Reed Discharged From Merrill Lynch Over Customer Complaint

The securities lawyers of Gana Weinstein LLP are investigating customer complaints filed with The Financial Industry Regulatory Authority (FINRA) against broker Roman Reed (Reed).  According to BrokerCheck records Reed has been subject to at least four customer complaints.  The customer complaints against Reed allege securities law violations that including unsuitable…

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Merrill Lynch Terminates Broker Patrick Sands on Selling Away Allegations

The securities fraud lawyers of Gana Weinstein LLP are investigating the employment separation filed with The Financial Industry Regulatory Authority’s (FINRA) against broker Patrick Sands (Sands). According to BrokerCheck records Sands has been the subject of at least one customer complaint and one employment termination for cause. In November 2015,…

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Broker Spotlight: Customer Complaints Against Merrill Lynch Broker John Boukamp

The securities lawyers of Gana Weinstein LLP are investigating customer complaints filed with The Financial Industry Regulatory Authority’s (FINRA) against broker John Boukamp (Boukamp). According to BrokerCheck records there are at least 10 customer complaints that have been filed against Boukamp. The most recent customer complaint against Boukamp filed in…

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Broker Investigation: Wells Fargo Advisor Robert Giusti

The investment lawyers of Gana Weinstein LLP are investigating customer complaints against broker Robert Giusti (Giusti). There are at least 4 customer complaints against Giusti and one civil action. The customer complaints against Giusti allege a number of securities law violations including that the broker made unsuitable investments, misrepresentations, negligence,…

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