1 comment

Merrill Lynch manager, Joe Gualtieri, in Philadelphia sent me a letter with no explanation why he was liquidating my retirement investments.I contacted him and my financial advisor to be told by the advisor, he did not know why and Joe did not return my calls.

When a letter was requested to explain why, none was sent.

This had been a 5 year association with trust on my part. Now I am facing a withdrawal fee and 60 days to find a new investment company.

At my age, this is very disappointing and has caused much anguish.This should not happen to anyone.

Monetary Loss: $6000.

Had an Experience with Merrill Lynch?

Write a review


Terms of Service
Post Comment
Salt Lake City, Utah, United States #812087

I agree.My advice is do not go with ML.

After all they were neck deep in the housing scandal and then paid their CEO over $100,000,000 to take a hike. I am a customer of 25 yrs and they convinced me to switch the Merrill Edge.

It was and is a overwhelming process with conflicting answers and no answers.No real value, go somewhere else

You May Also Like

World Financial Group - WFG is a Great Way to Go BROKE and LOSE FAMILY and FRIENDS World Financial Group "Mr/Ms WFG No-name from Nowhere. Please spare us your big fat lie about "many big earners" at WFG. It's total bull cr*p and you know it. Here I give you..." Read more World Financial Group - Ffiul Review from Oakland, California World Financial Group "FFIUL AGENT GUIDE SUMMARY OF CHARGES It's me Liquid, I post this not to damage them or to applaud them but just to have an official guide out there. I..." Read more Apmex - Cindy / Head Of The VIP Departement is A LIAR! Apmex "I ended buy buying over $200,000 in silver bars from Apmex late last year and early this yerar, after about $75,000 to $100,000 in purchases I was called and sought..." Read more World Financial Group - CONVERSATION W/WFG EMPLOYEE STATEING ANTI-AMERICAN VIEWS. World Financial Group "WFG is a complete joke. I myself have now as of yesterday been targeted to be recruited twice now. Both experiences were that of a greedy, uneducated individual with no..." Read more Equity Finance -   Business Loan - Apply For Quick Personal Loans Equity Finance " we give Credit Personal Loans, you can get instant loan/money for a wide range of your personal needs like renovation of your home, marriage in the family, a family..." Read more Treasure Garden Furniture Covers Fading Fast Treasure Garden "Two months ago, I purchased Treasure Garden furniture covers for my firepit, chairs and cantilever umbrella. Within a month I noticed that the firepit cover was already fading. I've attached..." Read more Threads King - Thread king  -  Thanks for your purchase! and never shipped!... [135 DAY LATER]... there's no answer and no product Threads King " I ordered 2 item on thread king - 7 May 2017 order number is 89858 Package (1)package hardly arrived package (2) is not stwill arrived. 135 days passed. I..." Read more Sleep Number - Salesperson insisted it would work and it didn't Sleep Number "The salesman Dan continually told us that the only problem with the adjustable bed not fitting was a slay bed and a bed with drawers at the bottom. We took..." Read more