Purchased an annunity titled for an irrevicable trust. Where a huge tax penalty has to be paid. Contacted FINRA. It was over a year before zi complained. Finra could bot do anything.
Marianne D.
8/22/2020
(1)
Elizabeth Emr - LPL Financial is a financial services firm based in Rochelle Park, NJ, specializing in wealth management and investment planning for individuals and families.
With a focus on personalized strategies and long-term financial goals, the company offers a range of services to help clients navigate the complexities of the financial market.
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Purchased an annunity titled for an irrevicable trust. Where a huge tax penalty has to be paid. Contacted FINRA. It was over a year before zi complained. Finra could bot do anything.