Tag Archives: William Newell Bernardi Jr

Key Investment Services Accused of Misrepresentation

April 19, 2019  |   Posted by :   |   Investment and Regulatory News   |   0 Comments

William Newell Bernardi Jr. a stockbroker currently employed by Key Investment Services LLC is referenced in a customer initiated investment related written complaint on October 18, 2018 in which the customer requested at least $5,000.00 in damages supported by allegations that the customer was advised to purchase a Liberty Life Estate Maximizer life insurance policy […]

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