Publicly available records published by the Financial Industry Regulatory Authority (FINRA) and accessed on February 27, 2018 indicate that New York-based David Lerner Associates broker Julie Morowitz, also known as Julie Friedman, is involved in a pending customer dispute. Fitapelli Kurta is interested in hearing from investors who have complaints regarding Ms. Morowitz (CRD# 1470359).
Julie Morowitz has spent twenty-one years in the securities industry and has been registered with David Lerner Associates in Syosset, New York since 2001. Previous registrations include Fahnestock & Company in New York, New York (1988-1992) and EF Hutton & Company (1987-1988). She has passed two securities industry examinations: Series 63 (Uniform Securities Agent State Law Examination), which she obtained on December 18, 2001, and Series 7 (General Securities Representative Examination), which she obtained on October 12, 2001. She is a registered broker with two US states (Florida and New York) and with one self-regulatory organization (SRO): FINRA.
According to his BrokerCheck report, she has received one pending customer complaint in connection to her employment at David Lerner Associations.
In January 2018 a customer alleged Julie Morowitz, while employed at David Lerner Associates, made misrepresentations of material facts in connection to municipal bond investments and omitted material facts related to municipal bond investments. The customer is seeking between $500,000 and $1,000,000 in damages in the pending complaint.
If you have lost money investing with Julie Morowitz, also known as Julie Friedman, 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 by law, so we encourage you to avoid delay. Call 877-238-4175 now to speak to an attorney for free.