JOHN PATRICK MCMURRAY is currently employed as a Broker and/or Investment Adviser at UBS FINANCIAL SERVICES INC. located at 10 PARK STREET, CONCORD, NH, 03301.
JOHN PATRICK MCMURRAY has worked at UBS FINANCIAL SERVICES INC. since November 19, 2008
JOHN PATRICK MCMURRAY has 1 Disclosure Event(s).
Date: August 20, 2015 Category: Customer Dispute Allegations: Time Frame: May 2012 to April 2015The client alleges that the Indexed Life Insurance Policy was not suitable and that certain parts of the policy was not fully explained to him Damage Amount Requested: $33,700.00 Broker Comment: I believe that the allegations made by the client are unfounded. I recommended that we examine and review his existing policy with Transamerica to determine if there might be another policy with better benefits for the client. In helping to evaluate the client's policy, I engaged an experienced professional with over 23 years of experience to review this policy and to make suggestions regarding other policies for comparison. After a thorough review of illustrations and explanations with the client, the hired professional and myself, did the client decide to proceed with the application for the current policy which is the subject of this complaint. His decision to change his policy was made with all the facts and information to enhance his contract to meet his goals. He was given all the facts and willingly agreed to the changes. These allegations are false and are meritless.
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A disclosure includes information about customer disputes, disciplinary events and financial matters on the broker's record as reported by securities regulators, the individual broker, and any involved firms. Some of these items may involve pending actions or allegations that have not been resolved or proven. The presence of a disclosure does not automatically indicate any wrongdoing.
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