Public records published by the Financial Industry Regulatory Authority (FINRA) on March 23, 2017 indicate that Florida-based International Assets Advisory broker/adviser John Bodnar has received several customer complaints and was recently discharged from a former employer. Fitapelli Kurta is interested in hearing from investors who have complaints regarding Mr. Bodnar (CRD# 714669).
John Bodnar has spent 36 years in the securities industry and has been registered with International Assets Advisory in Orlando, Florida since February, 2017. Previous registrations include Merrill Lynch in Burlington, Vermont; UBS Financial Services in South Burlington, Vermont; Dean Witter Reynolds in Purchase, New York; Merrill Lynch; and Mosely Hallgarten Estabrook & Weeden. He is a registered broker and investment adviser with the state of Pennsylvania.
According to his BrokerCheck report, John Bodnar has received two customer complaints and was discharged from his former employer.
In January 2017, John Bodnar was terminated from his position at Merrill Lynch following allegations he “improperly sought to obtain a personal loan from a client.”
In August 2016, a customer alleged John Bodnar, while employed at Merrill Lynch, misrepresented and omitted material facts related to an investment. The complaint settled for more than $76,900.
In 2009 a customer alleged John Bodnar, while employed at UBS Financial Services, recommended unsuitable investments in various equities and annuities. The firm settled the complaint for $136,500, and Mr. Bodnar was dismissed from the settlement.
If you have lost money investing with John Bodnar, you may be entitled to recoup your losses. Call Fitapelli Kurta at 877-238-4175 for a free consultation. All cases are taken on a contingency basis, which means we only get paid if and when you collect money. Time to file your claim may be limited, so we encourage you to avoid delay. Call 877-238-4175 now to speak to an attorney for free.