Matthew I. Levine of Middleburg Heights Ohio a stockbroker currently registered with Key Investment Services LLC is referenced in a customer initiated investment related written complaint on April 10, 2018 in which the customer requested $10,000.00 in damages founded on allegations that misrepresentations had been made to the customer concerning Pacific Life Discovery Xelerator IUL – an insurance policy issued by Pacific Life Insurance Company.
FINRA Public Disclosure additionally confirms that on December 13, 2016, a customer filed an investment related complaint regarding Levine’s conduct where the customer sought more than $5,000.00 in estimated damages supported by accusations that while Levine was associated with Key Investment Services LLC, the customer was not provided an adequate explanation of illiquidity pertaining to the annuitization of a fixed annuity issued by Principal Life.
Levine has been employed by Key Investment Services LLC since April 11, 2012.
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