DID KEVIN BLAKE PERLBERG CAUSE YOU INVESTMENT LOSSES?
Kevin Perlberg Of United Planners’ Financial Services of America A Limited Partner Has 4 Customer Complaints For Alleged Broker Misconduct
Who is Kevin Perlberg of United Planners’ Financial Services of America A Limited Partner?
Kevin Perlberg (CRD #1424365) who is currently registered with United Planners’ Financial Services of America A Limited Partner and located in Thiensville, Wisconsin, is a subject of one of our many securities industry sales practice abuse investigations. Prior to United Planners’ Financial Services of America A Limited Partner, Kevin Perlberg was associated with other investment advisory and brokerage firms with a history of customer complaints and securities industry regulatory problems.
Investment Losses? Let’s talk.or, give us a ring at (800) 732-2889.
Kevin Perlberg Customer Complaints
Kevin Perlberg has been the subject of 4 customer complaints that we know about to recover investment losses. Two of the customer complaints were settled in favor of the investors. The other 2 customer complaints were denied by Kevin Perlberg’s former employers and, to date, the customers have not taken any further action.
Allegations Against Kevin Perlberg
A sample of the allegations made in the FINRA reported arbitration claim settlements and/or pending complaints for investment losses are as follows:
- Unsuitable investment recommendations related to insurance, oil and gas, and real estate products.
- Ponzi scheme.
- Failure to disclose future premium payments on a variable universal life insurance policy.
- Unsuitable investment recommendations of alternative investments, common-law fraud, breach of contract, which fiduciary duty, and negligence.
Kevin Perlberg Red Flags & Your Rights As An Investor
Of course, Kevin Perlberg did not admit to any of the allegations. But regardless of whether an arbitration award was entered, a settlement occurred, or the customer complaint is still pending, the allegations made by customers are red flags which should put all current and former customers of Kevin Perlberg at United Planners’ Financial Services of America A Limited Partner on alert to review carefully the activity and performance of their accounts and question whether Kevin Perlberg has engaged in any stockbroker misconduct that may have caused them investment losses. The large number of customer complaints at United Planners’ Financial Services of America A Limited Partner also raises questions about the brokerage firm’s supervisory practices. If these red flags raise questions, call us and we will inform you of your rights as an investor.
Did You Lose Money Because of Broker Misconduct?
If you have lost money due to negligence or fraud by a stockbroker or advisor, the easiest way to know if you have a case is to call our office at 800-732-2889. Our investment fraud attorneys will evaluate your claim for free and let you know if we can help you recover your losses.
Need Legal Help? Let’s talk.or, give us a ring at 561-338-0037.
File A Claim To Recover Your Investment Losses At United Planners’ Financial Services of America A Limited Partner Due To Kevin Perlberg
If you have questions about United Planners’ Financial Services of America A Limited Partner and/or Kevin Perlberg and the management or performance of your accounts, please contact Attorney Pearce for a free initial consultation via email or Toll Free at 1-800-732-2889.
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