PETER WILLIAM GRASSI

PETER WILLIAM GRASSI is currently employed as a Broker and/or Investment Adviser at LPL FINANCIAL LLC located at 150 SOUTH WARNER RD, STE 300, KING OF PRUSSIA, PA, 19406.

PETER WILLIAM GRASSI has worked at LPL FINANCIAL LLC since August 26, 2013

Disclosure History

PETER WILLIAM GRASSI has 1 Disclosure Event(s).

Date: January 15, 2014
Category: Customer Dispute
Allegations: CUSTOMER ALLEGED THE REPRESENTATIVE MISREPRESENTED THE VARIABLE ANNUITY PURCHASED IN OCTOBER 2012. CUSTOMER HAS ALLEGED DAMAGES FOR THE WAIVER OF SURRENDER CHARGES AS NOTED BELOW.
Damage Amount Requested: $31,207.95

More Information

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