JULIE ANNE MOROWITZ

JULIE ANNE MOROWITZ is currently employed as a Broker and/or Investment Adviser at DAVID LERNER ASSOCIATES, INC. located at 477 JERICHO TPKE, P.O.BOX 9006, SYOSSET, NY, 11791-9006.

JULIE ANNE MOROWITZ has worked at DAVID LERNER ASSOCIATES, INC. since October 15, 2001

Disclosure History

JULIE ANNE MOROWITZ has 1 Disclosure Event(s).

Date: January 12, 2018
Category: Customer Dispute
Allegations: misrepresentation/omission
Damage Amount Requested: $500,000.00
Broker Comment: I did not make investment recommendations nor did I provide investment advice to claimants.I have been named as a subject, and not as a respondent, and completelyAnd adamantly deny the allegation against to me.

More Information

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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.

BrokerCheck is the source of the data included in this Report. The data was compiled on June 29, 2018.

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