Name and Shame
Name and Shame

BRET PETERSEN UBS FINANCIAL REVIEW

Complaint
#5YE6O

This complaint was posted on NAS on 14th Feb, 2022 and is a permanent record located here: https://www.nameandshame.com/bret-petersen-ubs-financial-5YOQ6/fraud-please-watch-out-id5ye6o .

NameandShame Author
ZhIbNU4
14th Feb, 2022

A fraud please watch out!

Around 2004 Mr. Peterson came to my house and gave us his pitch about doubling our investment in 7 yrs. It was a crock of crap….he sunk my money into an annuity that has a management fee of 3.75 % and an annual draw of 4%. Needless to say my investment in 21 yrs has grown 70k. The reason for this is….Bret didnt do his homework and did nothing with my money except lose 7k that was a post tax fund and they let it drip down to zero. I wouldnt let this guy manage a dead horse. BEWARE….he has a good line and neither him nor his partner Darryl will do anything for you.


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