Jamie Sue Weller at BANKERS LIFE SECURITIES, INC. – View Complaints, Disclosures, Scams and Audit Report (Updated 2023)

CRD# 7183469
Jamie Sue Weller is an Investment Adviser, associated with BANKERS LIFE SECURITIES, INC. located at OKEMOS, MI. Jamie Weller’s Central Registration Depository (CRD) number is 7183469 and the FINRA Profile can be found at – https://brokercheck.finra.org/individual/summary/5134112.

Disclosure #1 for Jamie Weller

    • Event Date: 3/25/2022
    • Disclosure Type: Customer Dispute
    • Resolution: Denied
    • Allegations: In a written complaint received on March 25, 2022, client’s POA alleged that her mother’s financial representative recommended she purchase two Premium Bonus Indexed Annuities (PBIAs) from BLC in September and November of 2020 which locked in her mother’s money, contained high surrender fees and that that the recommendations were never discussed with the POA prior to purchase. Client surrendered her annuities with BLC and asked for BLC to refund to fees assessed. In the complaint, client’s POA also alleged that the financial representative forged her mother’s signature on a LI Policy purchased from BLC in June of 2020. BLC denied the complaint and determined that the sale of the annuities was suitable, the terms of the annuities were fully disclosed to the client and that that all documents were signed by [REDACTED at the time of sale. While the annuities sold to the client were not securities and were issued by BLC, the Firm is reporting this complaint because the source of funding for annuities the came from the sale of securities recommended by a financial representative of the Firm.
    • Damage Amount Requested: $35,110.00
    • Arbitration Docket Number:
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Should I file a FINRA complaint against brokers like Jamie Sue Weller?

Many investors (presumably, like yourself) are unaware of the legal recourse available to them after losing money due to securities broker fraud and/or negligence. The truth is that investors who lost money in this fashion may actually be entitled to damages. You may suffer significant losses at the hands of your financial advisors’ misconduct, such as if they misrepresented or failed to disclose the risks associated with a particular investment, recommended frequent trades for the sole purpose of generating commissions, or used high-pressure tactics to make a sale. The rules and regulations of securities laws and FINRA policies are complex, and investment loss claims require an extensive understanding of securities arbitration to achieve the best possible results.

Update - 2022.11.15If you have suffered investment losses that may have been caused by Jamie Sue Weller’s negligence or fraud, contact a FINRA lawyer today. Most FINRA lawyers work on a contingency fee basis, meaning that you will not be charged for their services unless they successfully collect money for you. Kindly add a comment, or contact us directly if you have any query, or want to be contacted by a FINRA lawyer today!

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Frequently Asked Questions About Jamie Sue Weller

What is Jamie Weller's Central Registration Depository (CRD) Number?

7183469

Which firm is Jamie Sue Weller associated with?

BANKERS LIFE SECURITIES, INC.

Where is Jamie Weller located?

2149 Jolly Rd Ste 100, OKEMOS, MI, 48864

Where can I find more details about Jamie Weller's Investment Firm?

Visit https://brokercheck.finra.org/firm/summary/173962 to read a detailed report for BANKERS LIFE SECURITIES, INC.

Are there any disclosures, allegations or complaints filed against Jamie Sue Weller?

Yes. There are disclosures, allegations, or complaints filed against Jamie Sue Weller. Click here to view all details

Where can I download a detailed FINRA report for Jamie Weller?

Click here to download a detailed FINRA report for Jamie Weller

Is it safe to do business with Jamie Sue Weller?

We’re not sure. Please research Jamie Weller’s disclosures, allegations and complaints before taking a decision

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