Sandi Weiss (CRD#: 1249637), a registered representative with Morgan Stanley (CRD#: 149777) in Short Hills, New Jersey, is currently involved in an investor dispute over misrepresentation, according to her BrokerCheck record accessed on July 20, 2020. What happened to lead to this dispute? Read on to learn more.
On June 10, 2020, Sandi Weiss became involved in an investor dispute. A client is alleging that Sandi Weiss made misrepresentations regarding purchases of Real Estate Investment Trusts (REITs). The dispute is pending.
Investors should exercise caution when considering Real Estate Investment Trusts. As portfolios of real estate holdings that cannot be traded on the open market, non-traded REITs are illiquid and inherently risky. Investors may find it nearly impossible to regain the cash value of their investments.
Sandi Weiss has passed the Series 66 – Uniform Combined State Law Examination, the Series 63 – Uniform Securities Agent State Law Examination, the SIE – Securities Industry Essentials Examination, and the Series 7 – General Securities Representative Examination. Sandi Weiss is a registered representative and a Registered Investment Adviser (RIA) in New Jersey. She is also licensed to sell securities in Arizona, California, Connecticut, and New York.
Sandi Weiss has worked in the securities industry for nine years. Over that time, she has worked for three firms. In addition to Morgan Stanley (CRD#: 149777), she has also worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD#: 7691) and Citicorp Investment Services (CRD#: 23988).
If Sandi Weiss was your broker and you have questions about your investments, don’t hesitate to contact the securities attorneys of Fitapelli Kurta to learn more about your options for investment loss recovery. Call (877) 238-4175 or email firstname.lastname@example.org for your free case consultation with a securities attorney.