DID MICHAEL PHILLIP PEREZ CAUSE YOU INVESTMENT LOSSES?
About Michael Perez of Truist Investment Services, Inc.?
Michael Perez (CRD #7111178) is currently employed with Truist Advisory Services, Inc., as an investment advisor and Truist Investment Services, Inc. as a registered broker in Sterling, Virginia, since July 2019. He is licensed in 24 U.S. states and territories and registered with one Self-Regulatory Organization (SRO). Perez has passed three General Industry/Product Exams and two Multi-State Securities Law Exams, but he has not completed any Principal/Supervisory Exams. His career includes previous tenures at UnionBanc Investment Services, LLC, and Chase Investment Services Corp., suggesting a background enriched with diverse financial services experience across multiple major financial institutions.
Investment Losses? Let’s talk.or, give us a ring at (800) 732-2889.
Michael Perez Customer Complaints and Reviews
Michael Perez has been involved in one reported customer dispute
- Customer Dispute (Pending as of June 25, 2024): The dispute involves a claim of misrepresentation related to the purchase of a structured product on April 26, 2022. The client alleges damages amounting to $28,480. This complaint is currently pending, and no resolution or settlement has been reported as of the latest update.
Allegations Against Michael Perez
- Pending Allegation: The client alleges that Michael Perez misrepresented the terms or expected performance of a structured product purchased in April 2022. The client claims that this resulted in financial losses totaling $28,480 and is seeking remedies for these alleged misrepresentations. The matter remains unresolved and under consideration.
Michael Perez Red Flags & Your Rights As An Investor
Of course, Michael Perez 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 Michael Perez at Truist Investment Services, Inc. on alert to review carefully the activity and performance of their accounts and question whether Michael Perez has engaged in any stockbroker misconduct that may have caused them investment losses. The large number of customer complaints at Truist Investment Services, Inc also raises questions about the brokerage firms’ 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 Truist Investment Services, Inc Due To Michael Perez
If you have questions about Truist Investment Services, Inc and/or Michael Perez 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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