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Tag: Discretionary

Financial Advisor Doron Kochavi (Western International Securities) Customer Complaints

  Doron Kochavi (CRD #1011155) is a Financial Advisor at Western International Securities in Pasadena, California. Doron Kochavi has been in the securities industry since 1981 and previously worked at UBS Financial Services and JP Morgan Securities. According to publicly available records released by the Financial Industry Regulatory Authority (FINRA), on October 17, 2019, a […]

Financial Advisor Stephen A. Kelbick (Wells Fargo Clearing Services, LLC) Customer Complaints

Stephen A. Kelbick (CRD # 1429133) was a Financial Advisor at Wells Fargo Clearing Services in Villanova, PA.  Stephen Kelbick has been in the securities industry since 1985 and previously worked at Morgan Stanley, Citigroup, Lehman Brothers and Prudential-Bache Securities. According to publicly available records released by the Financial Industry Regulatory Authority (FINRA), FINRA suspended […]

Financial Advisor Robert F. Montes (Morgan Stanley) Customer Complaints

Robert F. Montes (CRD # 8355488) was a Financial Advisor at Morgan Stanley in Palm Harbor, FL.  Robert Montes has been in the securities industry since 1977 and previously worked at Wells Fargo Advisors, Prudential Securities, Salomon Smith Barney, Lehman Brothers, Merrill Lynch, E.F. Hutton and Oppenheimer.     According to publicy available records released by […]