Tag Archives: Stephen Lee Wolferman

Customer Sues Merrill Lynch For Annuity Scheme

August 13, 2018  |   Posted by :   |   Investment and Regulatory News, Variable Annuites   |   0 Comments

Stephen Lee Wolferman of Montvale New Jersey a stockbroker currently registered with Merrill Lynch Pierce Fenner Smith Inc. is referenced in a customer initiated investment related arbitration claim in which the customer requested $500,000.00 in damages supported by allegations that between 2010 and 2016, the customer was placed in annuities that were not suitable for […]

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