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Articles Posted in Robert Montes

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Advisor Robert Montes Investigated Over Missue of Elderly Investor’s Assets

The law offices of Gana Weinstein LLP are currently investigating claims that advisor Robert Montes (Montes) engaged in undisclosed outside business activities (OBAs) and investment sales that were not approved by his brokerage firm.  Montes, formerly registered with Morgan Stanley was subject to a regulatory investigation according to records kept…

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