Soreide Law Group has filed a lawsuit with the Financial Industry Regulatory Authority, also known as FINRA, against UBS Financial Services Incorporated Puerto Rico, and broker Eladio Jesus Perez, Jr. The lawsuit was filed on behalf of a 70 year-old investor in Puerto Rico bond funds, alleging unsuitability, over-concentration of funds, excessive and inappropriate use of leverage, all stemming from UBS Puerto Rico Bond Funds and other investments that have a high credit risk, interest rate risk, and exposure to the volatile and unstable Puerto Rican economy. The net asset value of these investments has plummeted and will continue to fall as interest rates rise.
Soreide Law Group, and attorney Lars Soreide, are actively filing cases against UBS and their brokers for losses sustained by Puerto Rican bond investments. Call (888) 760-6552 if you invested in Puerto Rico Bond Funds.
Soreide Law Group has filed a lawsuit with the Financial Industry Regulatory Authority, also known as FINRA, against UBS Financial Services Incorporated Puerto Rico, and broker Eladio Jesus Perez, Jr. The lawsuit was filed on behalf of a 70 year-old investor in Puerto Rico bond funds, alleging unsuitability, over-concentration of funds, excessive and inappropriate use of leverage, all stemming from UBS Puerto Rico Bond Funds and other investments that have a high credit risk, interest rate risk, and exposure to the volatile and unstable Puerto Rican economy. The net asset value of these investments has plummeted and will continue to fall as interest rates rise.
Soreide Law Group, and attorney Lars Soreide, are actively filing cases against UBS and their brokers for losses sustained by Puerto Rican bond investments. Call (888) 760-6552 if you invested in Puerto Rico Bond Funds.
Zachary Cuyler Green, also known as Zach Green (CRD: 5714566), is a securities broker based in Raleigh, North Carolina. A client has claimed investment losses in a complaint involving Green, according to Financial Industry Regulatory Authority (FINRA) BrokerCheck. Green worked with Merit Financial Advisors since May 8, 2025, and Purshe Kaplan Sterling Investments since May […]
Adam T. Taff, also known as Adam Taff (CRD: 5933315), is a securities broker and financial advisor in Charlotte, North Carolina. He has been registered with MML Investors Services LLC as a broker since July 26, 2011, and as a financial advisor since November 30, 2012. Taff disclosed a client complaint involving alleged investment losses, […]
Investors might have sustained losses due to securities broker Donald Paul Robbins [CRD: 4364668, Waxhaw, North Carolina], according to disclosures on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Evidently, Robbins has been registered with MML Investors Services LLC as a broker since April 8, 2016, and as a financial advisor since April 12, 2016. Keep reading […]
Phone:
Fax: 1-954-760-6553
Email: [email protected]