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
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