Securities Lawyers Blog
According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Allison Terlip (Terlip), previously associated with Ameritas Investment Company, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Terlip recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.
FINRA BrokerCheck shows a pending customer complaint with a damage request of $817,916.00 on June 28, 2024.
FINRA Arbitration 24-01377 in which claimants allege deceptive two-part investment strategy which led to the recommendation of unsuitable investments.