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ANDREW v. CUNA BROKERAGE SERVICES, INC.

No. 1623 MDA 2008.

976 A.2d 496 (2009)

Fred G. ANDREW, Appellant v. CUNA BROKERAGE SERVICES, INC. and Emmor E. Boslet, Appellees.

Superior Court of Pennsylvania.

Filed May 27, 2009.

Attorney(s) appearing for the Case

Robin D. Bleecher, Mechanicsburg, for appellant.

Adam L. Saper, Chicago, IL, for appellee.

BEFORE: ALLEN, CLELAND and FITZGERALD, JJ.

OPINION BY ALLEN, J.:

¶ 1 This case arises out of a statement of claim filed by Fred G. Andrew ("Appellant") against CUNA Brokerage Services and Emmor E. Boslet ("Appellees"). The pertinent facts may be summarized as follows:

¶ 2 On September 22, 1998, Appellant opened an IRA Brokerage Account with CUNA Brokerage Services ("CUNA") and transferred stocks and retirement funds into the account for investment...

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