JEFFREY ALLYN BUNCH

JEFFREY ALLYN BUNCH is currently employed as a Broker and/or Investment Adviser at PNC INVESTMENTS located at 1050 CONNECTICUT AVE., NEW, 1920 L STREET, WASHINGTON, DC, 20036.

JEFFREY ALLYN BUNCH has worked at PNC INVESTMENTS since January 22, 2016

Disclosure History

JEFFREY ALLYN BUNCH has 4 Disclosure Event(s).

Date: June 13, 2017
Category: Customer Dispute
Allegations: Client alleges that representative made misleadingstatements regarding Market Linked CD recommendation.
Damage Amount Requested: $28,233.00

Date: October 16, 2014
Category: Customer Dispute
Allegations: CLIENT'S NEPHEW ALLEGING CLIENT DID NOT WANT TO PAY FEES.
Damage Amount Requested: $22,000.00
Settlement Amount: $22,281.24

Date: February 28, 2008
Category: Customer Dispute
Allegations: SETTLEMENT AMOUNT PAID TO CLIENT DUE TO REGISTERED REPRESENTATIVE'S DELAY IN PROCESSING ANNUITY SURRENDER FORM
Damage Amount Requested: $11,012.81
Settlement Amount: $11,012.81

Date: February 02, 2007
Category: Customer Dispute
Allegations: CUSTOMER DEPOSITED STOCK INTO AN ESTATE ACCOUNT WITH INSTRUCTIONS FOR A LIMIT PRICE, TRADE WAS ERRORNOUSLY PLACED AT MARKET.
Damage Amount Requested: $6,892.20
Settlement Amount: $6,892.20
Broker Comment: THROUGH THE FIRM'S INVESTIGATION OF THIS COMPLAINT, THERE APPEARS TO BE NO WILLFUL NEGLECT BY THE REGISTERED REPRESENTATIVE IN THE EXECUTION OF THIS TRADE. THE FIRM MADE THE DECISION TO OFFER THE SETTLEMENT.

More Information

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