SHERI LEE DAVIDSON

SHERI LEE DAVIDSON is currently employed as a Broker and/or Investment Adviser at MORGAN STANLEY located at 1418 SOUTH MAIN STREET, SUITE 200, SALINAS, CA, 93908.

SHERI LEE DAVIDSON has worked at MORGAN STANLEY since March 20, 2014

Disclosure History

SHERI LEE DAVIDSON has 2 Disclosure Event(s).

Date: February 14, 2011
Category: Financial
Type: Bankruptcy
Disposition: Discharged
Broker Comment: MY HUSBAND & I FILED CHAPTER 13 WHEN HE LOST HIS JOB AND MEDICAL INSURANCE AND WE HAD TWO FAMILY MEMBERS END UP WITH MEDICAL ISSUES. FILED FOR MEDICAL INSURANCE BILLS. WE HAVE 2 MONTHS LEFT BEFORE DISCHARGE.

Date: March 02, 2006
Category: Customer Dispute
Allegations: CLIENT ALLEGES THAT SHE DOES NOT UNDERSTAND "WHY MY FINANCIAL ADVISOR WOULD INVOLVE ME IN SUCH AN UNSUITABLE INVESTMENT FOR MY NEEDS." ALLEGED DAMAGES: ESTIMATED TO EXCEED $5,000
Settlement Amount: $7,500.00

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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