Securities Lawyers Blog
According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Jaimee Robinson (Robinson), previously associated with Nylife Securities LLC, has at least one disclosable event. These events include one customer complaint, alleging that Robinson recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.
FINRA BrokerCheck shows a pending customer complaint on May 04, 2026.
The customer alleges that the recommendation to surrender an annuity at another company and purchase a variable annuity in January 2026 resulted in significant surrender charges and the loss of a premium bonus. The customer is requesting a formal review of this transaction, including the suitability of the recommendation, the characterization of the rollover, and the disclosures provided.\, \,