THOMAS BISHOP

THOMAS BISHOP is currently employed as a Broker and/or Investment Adviser at UBS FINANCIAL SERVICES INC. located at 61 SOUTH PARAMUS ROAD, MACK CENTER IV, PARAMUS, NJ, 07652.

THOMAS BISHOP has worked at UBS FINANCIAL SERVICES INC. since May 05, 2010

Disclosure History

THOMAS BISHOP has 1 Disclosure Event(s).

Date: February 14, 2002
Category: Customer Dispute
Allegations: CLAIMANT ALLEGES NEGLIGENCE AND SUITABILITY ISSUES RELATED TO INVESTMENTS IN MUNICIPAL BOND FUNDS AND COMMON STOCKS.
Damage Amount Requested: $100,488.00
Settlement Amount: $9,999.00
Broker Comment: CASE SETTLED ONLY TO AVOID THE EXPENSE OF ARBITRATION. FA PROVIDED CLAIMANT WITH SUITABLE ADVICE THAT WAS IN CLAIMANT'S BEST INTERESTS. CLAIMAN'S PORTFOLIO AT MERRILL LYNCH HAD AN OVERALL MODERATE RISK TOLERANCE AND SUSTAINED SIGNIFICANT PROFITS. THE ONLY AGGRESSIVE INVESTMENTS IN CLAIMANTS ACCOUNT WERE THE PENNY STOCKS WHICH CLAIMANT PURCHASED ON AN UNSOLICITED BASIS. CLAIMANT ALSO HELD AGGRESSIVE INVESTMENTS OUTSIDE OF MERRILL LYNCH.

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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