Securities Lawyers Blog
According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Mark Meehan (Meehan), currently associated with Allstate Financial Services, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Meehan recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.
FINRA BrokerCheck shows a settled customer complaint on March 26, 2020.
Customer alleges that the recommendation to terminate his variable annuity to purchase a fixed indexed annuity was misrepresented and was a poor recommendation. Customer provided additional verbal allegations that information was added to account documents after he signed the documents.