Charles Schwab
Advisor recommended selling stocks that later rose, fee refund requested
- 07-21-2005
- 8
I am a very dissatisfied customer with your company and will be moving my accounts if you cannot resolve this issue for me. In September your organization hounded me for a portfolio consultation and I finally agreed to it. They recommended I sell most of the stocks I had, I sold 500 shares of ELN at 4 and 900 shares of SCBS at 28 per your financial advisors recommendations. Now ELN is at $22.00 and SCBS got bought out and it is at 34. I tried the NASD mediation with your company about the issue, but they turned it down. If you need copies of all that information it should be in your company files. I would like the stocks replaced and the financial advisor fee refunded to my account.
Your assistance in this matter would be greatly appreciated and would make me a satisfied customer once again.
Company: Charles Schwab
Country: USA
State: California
City: San Francisco
Address: 101 Montgomery Drive
Phone: 8668559102