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FINRA Awards for United Planners' Financial Services

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Case Number Award Date Case Summary Customer Case? Amount Granted
22-0001205/25/2023Claimant(s): Damon George
Claimant Lawyers(s): Damon David George
Respondent(s): United Planners' Financial Services
Respondent Lawyers(s): Amir Tadjedin
Arbitrator(s): Nancy E. Hochman, John M. Casey, Mark Lee Haggard
Hearing Site: Portland, OR

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