Publicly available records published by the Financial Industry Regulatory Authority (FINRA) and accessed on May 16, 2018 indicate that Florida-based SunTrust Investment Services broker/adviser Jeffrey Glusman is involved in a pending customer dispute. Fitapelli Kurta is interested in speaking to investors who have complaints regarding Mr. Glusman (CRD# 4427168).
Jeffrey Glusman has spent 16 years in the securities industry and has been registered with SunTrust Investment Services in Jupiter, Florida since February 2018. He was previously registered with Merrill Lynch in Fort Lauderdale, Florida (2006-2017) and Merrill Lynch in New York, New York (2001-2005). He has passed four securities industry examinations: Series 66 (Uniform Combined State Law Examination), which he obtained on December 4, 2001; Series 3 (National Commodity Futures Examination), which he obtained on July 9, 2010; Series 31 (Futures Managed Funds Examination), which he obtained on September 27, 2004; and Series 7 (General Securities Representative Examination), which he obtained on September 17, 2001. He is a registered broker and investment adviser with 45 US states and territories.
According to his BrokerCheck report, he has received one pending customer complaint.
In April 2018 a customer alleged Jeffrey Glusman, while employed at Merrill Lynch, recommended unsuitable investments, misrepresented material facts related to an investment, and sold investments away from his member firm. The customer is seeking $550,000 in damages in the pending complaint.
If you or someone you know has a complaint regarding Jeffrey Glusman, call Fitapelli Kurta at 877-238-4175 for a free consultation. You may be eligible to recoup lost funds. Fitapelli Kurta accepts every case on contingency: we only get paid if and when you collect money. Time to file your claim may be limited, so we recommend you avoid delay. Call 877-238-4175 now to speak to an attorney for free.