Securities Lawyers Blog
According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Greyson Kilmer (Kilmer), previously associated with Nylife Securities LLC, has at least one disclosable event. These events include one customer complaint, alleging that Kilmer recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.
FINRA BrokerCheck shows a settled customer complaint on March 07, 2024.
The policyowners allege the variable annuities they purchased in June and July 2021 respectively do not meet their retirement needs and request to terminate the variable annuity policies and waive or modify the surrender charges.