Articles Tagged with Equitable Advisors

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According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Danny Sookram (Sookram), previously associated with Equitable Advisors, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Sookram recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $86,078.00  on March 09, 2020.

Time frame: unspecified. Claimant alleges unsuitability, breach of contract, breach of fiduciary duty.

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According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Michael Mosslih (Mosslih), currently associated with Equitable Advisors, LLC, has at least 2 disclosable events. These events include 2 customer complaints, alleging that Mosslih 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 $5,000.00  on February 17, 2026.

Client alleges VUL policy purchased in 2025 was not suitable for his financial needs.

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According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Jerry Goldblum (Goldblum), currently associated with Equitable Advisors, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Goldblum recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $26,212.00  on March 09, 2020.

Time frame: unspecified. Claimant alleges unsuitability, breach of contract, breach of fiduciary duty.

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According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Michael Tancorra (Tancorra), currently associated with Equitable Advisors, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Tancorra recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint on March 25, 2020.

Claimant alleges RR sold him a REIT that was unsuitable for his needs in 2014.

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According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Rasikaran Boaz (Boaz), currently associated with Equitable Advisors, LLC, has at least 2 disclosable events. These events include 2 customer complaints, alleging that Boaz recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $100,000.00  on August 10, 2020.

Client alleges a 2015 replacement insurance policy’s fees and surrender scheduled were misrepresented.

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According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Joubin Eshaghian (Eshaghian), currently associated with Equitable Advisors, LLC, has at least 2 disclosable events. These events include 2 customer complaints, alleging that Eshaghian recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint on August 12, 2020.

Client alleges misrepresentation in the purchase of a variable life insurance policy purchased in 2017.

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According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Victor Torres (Torres), previously associated with Equitable Advisors, LLC, has at least 3 disclosable events. These events include 3 customer complaints, alleging that Torres 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 $5,000.00  on May 26, 2026.

Clients allege unsuitability and misrepresentation by the RR in connection with two VUL policies purchased in 2022.

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According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Donna Timmerman (Timmerman), currently associated with Equitable Advisors, LLC, has at least 2 disclosable events. These events include 2 customer complaints, alleging that Timmerman 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 $5,000.00  on June 08, 2026.

Client alleges unsuitability and misrepresentation by the RR in connection with REIT purchased in 2017. Appeal received alleging the RR presented an incomplete application to the client for signature which was subsequently completed by the RR with inaccurate information.

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According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Kevin Luerssen (Luerssen), currently associated with Equitable Advisors, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Luerssen 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 $8,750.00 on May 20, 2026.

Claimant alleges unsuitability and failure to disclose information in connection with a variable annuity purchased in 2025.

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According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Patrick Denisco (Denisco), currently associated with Equitable Advisors, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Denisco 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 $5,000.00 on May 22, 2026.

Client alleges unsuitability and failure to disclose information in connection with variable annuities purchased in 2022 and 2024.

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Chicago, IL 60613
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#1
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