PAUL STANLEY MEYERS is currently employed as a Broker and/or Investment Adviser at WOODBURY FINANCIAL SERVICES, INC. located at 1330 23RD ST, STE A, FARGO, ND, 58103.
PAUL STANLEY MEYERS has worked at WOODBURY FINANCIAL SERVICES, INC. since June 11, 2010
Disclosure History
PAUL STANLEY MEYERS has 3 Disclosure Event(s).
Date: May 27, 2011 Category: Customer Dispute Allegations: CLIENT ALLEGES MISREPRESENTATION, INTER ALIA, WITH RESPECT TO INTER ALIA, WITH RESPECT TO INVESTMENTS - 07/2004 - 08/2008. DAMAGES UNSPECIFIED.
Date: July 23, 2009 Category: Customer Dispute Allegations: CUSTOMER ALLEGED THAT RECOMMENDATION TO SURRENDER VARIABLE ANNUITIES IN DECEMBER 2008 AS PART OF INVESTMENT PLAN WAS UNSUITABLE AND SOUGHT REIMBURSEMENT OF $11,000 IN SURRENDER CHARGES. Damage Amount Requested: $11,000.00 Broker Comment: [CUSTOMER] REQUESTED THE INITIAL MEETING. SEVERAL COMPANY EMPLOYEES WITNESSED HER MEETINGS AND PREPARED A FINANCIAL PLAN FOR HER, BASED UPON HER SPECIFIC REQUESTS. SHE INDICATED A DESIRE TO LIQUIDATE HER ANNUITIES AND SHE WAS AWARE OF AND IN AGREEMENT TO ALL COSTS, BENEFITS, ADVANTAGES AND DISADVANTAGES AND SIGNED TO THAT EFFECT.
Date: April 04, 2006 Category: Customer Dispute Allegations: CLIENT ALLEGED THAT THE MUTUAL FUND INVESTMENTS PURCHASED IN THE CLIENT'S ACCOUNT WERE UNSUITABLE FOR THE JOINT ACCOUNT OWNER. 1999-2000. ALLEGED DAMAGES UNSPECIFIED Broker Comment: CLAIM DENIED.
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