Category: Unsuitable Investments

UBS Financial Services Inc.

Erez Law is currently investigating former UBS Financial Services Inc. broker Eladio Santiago (CRD# 3060628) regarding unsuitable investment recommendations. Santiago has been registered with Cambridge Investment Research, Inc. in Fulton, Maryland since 2018. Previously, Santiago was registered with UBS Financial … Continue reading

Ameriprise Financial Services logo

Erez Law is currently investigating Ameriprise Financial Services, Inc. broker Jeffrey McHale (CRD# 2998580) regarding suitability concerns. McHale has been registered with Ameriprise Financial Services, Inc. in Hingham, Massachusetts since 2015. McHale has been the subject of three customer complaints … Continue reading

Newbridge Securities Corporation logo

Newbridge Securities Corporation broker Kerri Jamison (CRD# 4348584) faces multiple customer complaints from customers who suffered investment losses due to their broker’s recommendations. Jamison has been registered with Newbridge Securities Corporation in Mesa, Arizona since 2010. Jamison has been the … Continue reading