Publicly available records published by the Financial Industry Regulatory Authority (FINRA) and accessed on June 27, 2018 indicate that Florida-based Morgan Stanley broker/adviser Gerardo Latimer-Janer has received resolved or pending customer disputes. Fitapelli Kurta is interested in speaking to investors who have complaints regarding Mr. Latimer-Janer (CRD# 2491626).
Gerardo Latimer-Janer has spent nineteen years in the securities industry and has been registered with Morgan Stanley in Fort Lauderdale, Florida since 2014. Previous registrations include UBS Financial Services in Guaynabo, Puerto Rico (2010-2014); UBS Financial Services in Guaynabo, Puerto Rico (2010-2014); Consultiva Securities in San Juan, Puerto Rico (2007-2010); BBVA Securities of Puerto Rico in Hato Rey, Puerto Rico (2003-2006); Citicorp Financial Services Corporation in San Juan, Puerto Rico (2001-2003); Salomon Smith Barney in New York, New York (1998-2001); and MDS Securities in Carmel, Indiana (1996-1997). He has passed four securities industry examinations: Series 66 (Uniform Combined State Law Examination), which he obtained on June 29, 2015; Series 63 (Uniform Securities Agent State Law Examination), which he obtained on October 30, 1998; Series 7 (General Securities Representative Examination), which he obtained on August 12, 1996; and Series 24 (General Securities Principal Examination), which he obtained on May 24, 2001. He is a registered broker and investment adviser with five US states and territories: Delaware, Florida, Massachusetts, New York, and Puerto Rico. He is registered with four self-regulatory organizations (SROs): FINRA, NYSE American LLC, the Nasdaq Stock Market, and the New York Stock Exchange.
According to his BrokerCheck report, he has received one customer complaint and one pending customer complaint.
In March 2018 a customer alleged Gerardo Latimer-Janer, while employed at UBS Financial Services, misrepresented material facts, over-concentrated the account in Puerto Rico municipal bonds, and recommended unsuitable investments. The customer is seeking $10,000,000 in damages in the pending complaint.
In 2015 a customer alleged Gerardo Latimer-Janer, while employed at UBS Financial Services, misrepresented material facts, recommended unsuitable investments, and over-concentrated the account in Puerto Rico municipal bonds, closed-end funds, and preferred stocks. The complaint settled in 2017 for $209,000.
If you or someone you know has lost money investing with Gerardo Latimer-Janer, call Fitapelli Kurta at 877-238-4175 for a free consultation. You may be eligible to recoup your losses. Fitapelli Kurta accepts all cases on a contingency basis: we only get paid if and when you collect money. Time to file your claim may be limited, so we encourage you to avoid delay. Call 877-238-4175 now to speak to an attorney for free.