two seniors holding hands and laughing

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.

The information contained herein has been obtained from reliable sources however may not be accurate and is not guaranteed by us. Readers are encouraged to undertake their own independent investigation and evaluation of the relevant facts. All claims and allegations are subject to adjudication, decisions may be subject to appeal, and no inference is intended, nor should any inference be made from any information contained herein from any source.

This posting and the information on our website is for general information purposes only. This content should be not considered legal advice, and any responses, comments, e-mails, other communications do not form any attorney client relationship. Attorney Advertisement. See Important Disclaimer

Guiliano Law Group

Our practice is limited to the representation of investors. We accept representation on a contingent fee basis, meaning there is no cost to you unless we make a recovery for you. There is never any charge for a consultation or an evaluation of your claim. For more information, contact us at (877) SEC-ATTY.

For more information concerning common claims against stockbrokers and investment professionals, please visit us at securitiesarbitrations.com

To learn more about FINRA Securities Arbitration, and the legal process, please visit us at securitiesarbitrations.com