Soreide Law Group is investigating possible investor claims on behalf of those who incurred losses through securities broker Steven Christopher Lovell (also known as Steven Lovell) [CRD: 5975704, Dublin, Ohio], Evidently, Steven Lovell worked for Morgan Stanley from September 2, 2022, to the present, and previously for Key Investment Services LLC from June 14, 2012, […]

Investors have come forward with complaints about David Aubrey Dunfee (CRD: 2607525, Bangor, Maine). Evidently, the securities broker, who worked for Key Investment Services LLC, discloses client disputes via Financial Industry Regulatory Authority (FINRA) BrokerCheck. Particularly, Key Investment Services LLC clients allege unsuitable recommendations. For more on these disclosures about Dunfee, see below. Key Investment […]

Soreide Law Group is investigating possible investor claims against securities broker Tarik Nehmatullah AKA Tarik Nehmatullah [CRD#: 6336491, Westminster, CO]. Notably, FINRA sanctioned the securities broker, who worked for Key Investment Services LLC. Allegedly, Nehmatullah failed to provide information and documents to FINRA when it investigated possible violations of FINRA rules. Here is a brief […]

Key Investment Services Clients Allege Misrepresentation, Unsuitable Transactions In Disputes About Broker John Milo Soreide Law Group comes to you with new information in regard to securities broker John Patrick Milo (CRD#: 1824688, Dayton, Ohio). Namely, Milo worked as a securities broker and financial advisor representative of Key Investment Services LLC (2012 to 2021). He […]

Broker Todd Micciche (CUNA Brokerage Services) Involved In Investor Dispute Investment loss recovery counsel at Soreide Law Group provide you with this update in regard to securities broker Todd Douglas Micciche (CRD#: 4740375, Portland, Oregon). It appears that Micciche worked for Key Investment Services LLC from 2011 to 2015 as financial advisor and securities broker. […]

WARNING! Customer Disputes Involving Key Investment Services, DEBORAH CALDER Deborah Calder (CRD#: 4137234, Portland, Oregon) is a previous securities broker of Key Investment Services LLC. She worked in Key Investment Services’ Portland, Oregon offices from March 26, 2014 to March 3, 2017.  Apparently, the Financial Industry Regulatory Authority (“FINRA”) BrokerCheck Report for Calder shows that […]