Merrill

Schechter adds Alfredo Risi as Chief Operating Officer / Integrator

Tuesday, July 21, 2020 - 8:00pm

BIRMINGHAM, Mich., July 21, 2020 /PRNewswire/ --Schechter, an independent investment advisory, private capital, and advanced life insurance firm, has announced the addition of Alfredo Risi as Chief Operating Officer (COO) and Integrator.

Key Points: 
  • BIRMINGHAM, Mich., July 21, 2020 /PRNewswire/ --Schechter, an independent investment advisory, private capital, and advanced life insurance firm, has announced the addition of Alfredo Risi as Chief Operating Officer (COO) and Integrator.
  • Mr. Risi, a seasoned financial services executive with over 18 years of experience, previously held positions with HighTower Advisors, Deutsche Bank, and Merrill Lynch.
  • As COO and Integrator at Schechter, Risi's primary responsibility is to manage the firm's organic and inorganic growth.
  • The depth and breadth of knowledge of the Schechter team provides an ideal platform for a comprehensive client value proposition.

ATTENTION MERRILL LYNCH CUSTOMERS WITH ACCOUNTS AT BOSTON BRANCHES: KlaymanToskes Commences Investigation for Potential Negligent Supervision of Financial Advisors and Customer Accounts

Monday, July 20, 2020 - 7:00pm

The New Hampshire Department of State, Bureau of Securities Regulation recently began an investigation into the trading practices of Merrill Lynch .

Key Points: 
  • The New Hampshire Department of State, Bureau of Securities Regulation recently began an investigation into the trading practices of Merrill Lynch .
  • Merrill Lynch paid one investor $40 million, the largest settlement to an individual in recent FINRA history, based on the allegations that eventually lead to the termination of Merrill Lynch financial advisor, Charles Ernest Kenahan (Kenahan) from its Boston Financial Center branch.
  • Kenahan was terminated from Merrill Lynch after the allegations surfaced that Kenahan made unauthorized trades and excessively traded (also known as churning) customer accounts.
  • Merrill Lynch also named a new market executive for its Boston financial market.

Outdoor Voices Receives New Funding to Further its Mission to 'Get the World Moving' and Names Ashley Merrill Chairwoman of the Board

Sunday, June 28, 2020 - 2:30pm

In conjunction with this equity investment, Merrill, who is focused on supporting organizations with the potential for lasting impact, has joined Outdoor Voices' Board of Directors as Chairwoman.

Key Points: 
  • In conjunction with this equity investment, Merrill, who is focused on supporting organizations with the potential for lasting impact, has joined Outdoor Voices' Board of Directors as Chairwoman.
  • As a successful and talented entrepreneur, she brings a wealth of experience in retail operations, branding, and product development to Outdoor Voices.
  • As Chairwoman, Merrill will work closely with Outdoor Voices' executive team at the Board level.
  • "I have been a long-time customer and fan of Outdoor Voices' brand and mission to 'Get the World Moving'," said Merrill.

ATTENTION UPS EMPLOYEES WITH RAMPART ACCOUNTS AT MERRILL LYNCH: KlaymanToskes Continues to Investigate Claims for UPS Employees with Losses from Unsuitable Covered Call Writing Strategies

Friday, June 26, 2020 - 2:25pm

KlaymanToskes (KT), www.klaymantoskes.com , continues to investigate and pursue FINRA arbitration claims against Merrill Lynch on behalf of UPS (NYSE: UPS) employees for losses sustained from an unsuitable recommendation to invest in the Rampart Options Management Services Program (Rampart).

Key Points: 
  • KlaymanToskes (KT), www.klaymantoskes.com , continues to investigate and pursue FINRA arbitration claims against Merrill Lynch on behalf of UPS (NYSE: UPS) employees for losses sustained from an unsuitable recommendation to invest in the Rampart Options Management Services Program (Rampart).
  • According to multiple FINRA claims, Merrill Lynch employed an unsuitable covered call writing strategy.
  • After hard-working UPS employees accumulated thousands of UPS shares through UPSs Employee Stock Purchase Program and the Manager Incentive Program, they were solicited to invest with Merrill Lynch.
  • Merrill Lynch and its financial advisors recommended Rampart to facilitate the unsuitable investment strategy of selling covered call options on the UPS stock to produce income.

NOTICE TO UPS EMPLOYEES WITH ACCOUNTS AT MERRILL LYNCH: KlaymanToskes Continues to Investigate and Pursue Claims on Behalf of UPS Employees Who Sustained Losses from Unsuitable Covered Call Writing Strategies

Friday, June 19, 2020 - 3:48pm

KlaymanToskes (KT), www.klaymantoskes.com , continues to investigate FINRA arbitration claims for current and former UPS (NYSE: UPS) employees with accounts at Merrill Lynch, for losses sustained from unsuitable covered call writing strategies for concentrated UPS stock positions.

Key Points: 
  • KlaymanToskes (KT), www.klaymantoskes.com , continues to investigate FINRA arbitration claims for current and former UPS (NYSE: UPS) employees with accounts at Merrill Lynch, for losses sustained from unsuitable covered call writing strategies for concentrated UPS stock positions.
  • According to multiple FINRA claims, Merrill Lynch employed an unsuitable covered call writing strategy.
  • After hard-working UPS employees accumulated thousands of UPS shares through UPSs Employee Stock Purchase Program and the Manager Incentive Program, they were solicited to invest with Merrill Lynch.
  • The strategy was improperly implemented, and it led to UPS employees losing thousands of shares or significant amounts of money buying back the shares.

Coeur to Participate in Upcoming Bank of America Merrill Lynch Global Metals, Mining & Steel Conference

Friday, May 8, 2020 - 9:30pm

Coeur Mining, Inc.s (Coeur or the Company) (NYSE: CDE) President and Chief Executive Officer, Mitchell J. Krebs, will participate in the Bank of America Merrill Lynch Global Metals, Mining & Steel Conference on May 14, 2020.

Key Points: 
  • Coeur Mining, Inc.s (Coeur or the Company) (NYSE: CDE) President and Chief Executive Officer, Mitchell J. Krebs, will participate in the Bank of America Merrill Lynch Global Metals, Mining & Steel Conference on May 14, 2020.
  • The Bank of America Merrill Lynch Global Metals, Mining & Steel Conference is a virtual- and invitation-only investment conference.
  • Presentation materials will be made available on the Companys website at www.coeur.com .
  • In addition, the Company has interests in several precious metals exploration projects throughout North America.

NOTICE TO UPS EMPLOYEES WITH ACCOUNTS AT THE MERRILL LYNCH TAMPA, FLORIDA BRANCH OFFICE: KlaymanToskes Continues to Investigate Claims on Behalf of UPS Employees Who Sustained Losses from Unsuitable Covered Call Writing Strategies

Monday, February 3, 2020 - 9:30pm

KlaymanToskes (KT), www.klaymantoskes.com , continues to investigate FINRA arbitration claims for current and former UPS (NYSE: UPS) employees for losses sustained from unsuitable covered call writing strategies for concentrated UPS stock positions.

Key Points: 
  • KlaymanToskes (KT), www.klaymantoskes.com , continues to investigate FINRA arbitration claims for current and former UPS (NYSE: UPS) employees for losses sustained from unsuitable covered call writing strategies for concentrated UPS stock positions.
  • According to KT, Merrill Lynch employed an unsuitable covered call writing strategy.
  • After hard-working UPS employees accumulated thousands of UPS shares through UPSs Employee Stock Purchase Program and the Manager Incentive Program, they were solicited to invest with Merrill Lynch, including one former UPS employee who invested at the Merrill Lynch, Tampa, Florida branch office.
  • The strategy was improperly implemented, and it led to UPS employees losing thousands of shares or significant amounts of money buying back the shares.

NOTICE TO UPS EMPLOYEES WITH ACCOUNTS AT MERRILL LYNCH: KlaymanToskes Continues to Investigate and Pursue Claims on Behalf of UPS Employees Who Sustained Losses from Unsuitable Covered Call Writing Strategies

Saturday, February 1, 2020 - 1:00am

KlaymanToskes (KT), www.klaymantoskes.com , continues to investigate FINRA arbitration claims for current and former UPS (NYSE: UPS) employees with accounts at Merrill Lynch, for losses sustained from unsuitable covered call writing strategies for concentrated UPS stock positions.

Key Points: 
  • KlaymanToskes (KT), www.klaymantoskes.com , continues to investigate FINRA arbitration claims for current and former UPS (NYSE: UPS) employees with accounts at Merrill Lynch, for losses sustained from unsuitable covered call writing strategies for concentrated UPS stock positions.
  • According to multiple FINRA claims, Merrill Lynch employed an unsuitable covered call writing strategy.
  • After hard-working UPS employees accumulated thousands of UPS shares through UPSs Employee Stock Purchase Program and the Manager Incentive Program, they were solicited to invest with Merrill Lynch.
  • The strategy was improperly implemented, and it led to UPS employees losing thousands of shares or significant amounts of money buying back the shares.

Merrill’s Marauders Veterans to Head to Capitol Hill in Support of Congressional Gold Medal Legislation

Thursday, January 30, 2020 - 5:48pm

Hunton Andrews Kurth LLP partner Frederick R. Eames leads a pro bono team assisting the Merrills Marauders Association in enlisting Congressional support for the recognition.

Key Points: 
  • Hunton Andrews Kurth LLP partner Frederick R. Eames leads a pro bono team assisting the Merrills Marauders Association in enlisting Congressional support for the recognition.
  • The legislation, Merrills Marauders Congressional Gold Medal Act , passed the U.S. Senate on Dec. 5, 2019.
  • Honoring Merrills Marauders with a Congressional Gold Medal would help bring them the public recognition they deserve.
  • Gen. Frank D. Merrill, Merrills Marauders was a 3,000-soldier special forces jungle warfare unit that served in Burma in 1944.

Bank of America Expands Unlimited Zero-Dollar Trades to All Merrill Edge Self-Directed Clients

Monday, December 9, 2019 - 1:00pm

Merrill optimizes and continuously monitors trades and does not accept payment for order flow.

Key Points: 
  • Merrill optimizes and continuously monitors trades and does not accept payment for order flow.
  • Rewarding relationships With more than 6 million members, Preferred Rewards is the first no-fee program of its kind that recognizes and rewards clients for choosing to do more across their Bank of America and Merrill accounts.
  • Clients can easily manage and transfer funds between their Bank of America banking and Merrill investment accounts in real time and with a single login.
  • Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.