Flag Merrill Lynch Customer Service Review

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You have a financial advisory group in Melville, NY whose license should be revoked. The Sheer/Provenz group managed my account while at UBS several years ago. They not only sold me bogus securities, they churned my account and caused the loss of all of my tax relief when they skipped over to Morgan Stanley. To make matters worse, they abandoned any possible opportunities of making this right. I can only assume they ran into trouble at MS and had to find a home at Merrill Lynch. Frankly, being a lifelong B of A customer and Merrill stock plan participant, I would have expected more.

My experience with them makes me wonder what kind of vetting ML does when recruiting their advisors.


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