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In May 2020, Erez Law filed a FINRA claim against UBS Financial Services for Yield Enhancement Strategy (YES) program losses with broker Allan Klenke. The Erez Law client alleges that Klenke recommended the client invest in the YES program, and … Continue reading
In January 2020, Erez Law filed a FINRA claim against UBS Financial Services for Yield Enhancement Strategy (YES) program losses with brokers Christopher Aitken and Ken Tonning. The Erez Law clients, who are an elderly married couple, allege that Aitken … Continue reading
Erez Law filed FINRA arbitration claims against UBS Financial Services Inc. for Yield Enhancement Strategy (YES) program losses with its broker Jose Cornide. It is alleged that UBS’ YES program was represented to investors as a low-risk strategy that allows … Continue reading
On May 15, 2020, Erez Law was featured in Wall Street Journal’s article titled: When Failure Is an Option: A Trading Strategy Soaks Investors. Click here to download the article. Erez Law represents investors in the United States for claims … Continue reading
Jeffrey Erez won a $3.3 million Finra arbitration on behalf of two clients against Morgan Stanley. The company’s appeal of the arbitration, in which it was ordered to pay $3.3 million, was thrown out of court this week. The court’s … Continue reading
Jeffrey Erez, the founder of Erez Law, was recently featured in a CNBC story, “Broken bonds: The role Wall Street played in wiping out Puerto Ricans’ savings.” Puerto Rico suffers from long-term financial and economic deficiencies that rendered its credit … Continue reading
According to a new story in Investment News, former Morgan Stanley broker Angel Aquino-Velez, sold his clients on the sales tax revenue-based Puerto Rico Cofina bonds. The bonds were sold to investors as attractive options with triple tax-free status but … Continue reading