Jeffrey Scott Anderson – Customer Disputes Filed Involving Financial Advisor/Broker Jeffrey Scott Anderson | Recover Investment Losses

Jeffrey Scott Anderson – Customer Disputes Filed Involving Financial Advisor/Broker Jeffrey Scott Anderson | Goodman & Nekvasil P.A. May Recover Investor Losses

Jeffrey Scott Anderson CRD #5993214

Jeffrey Scott Anderson is a previously licensed financial advisor with Pruco Securities LLC and NYLife Securities LLC. According to Jeffrey Scott Anderson’s BrokerCheck report, customer disputes have been filed alleging sales practice violations against Jeffrey Scott Anderson.

Customer Dispute 4/8/21: The policyowners allege that their former RR provided them with a statement on September 1, 2020 which he created for one of their policy review meetings indicating an inflated accumulation value for their variable annuity policy as $29,847.56 when the actual balance was $19,102.08. The policyowners further allege when they purchased a fixed annuity policy in April 2015, they were informed the policy would pay an interest rate of 5% but the applicable interest rate was 1.9%. They also claim they were not aware of the liquidity risks of their annuities. The policyowners want the opportunity to be able to surrender their annuities with no penalties and invest their money how it should have originally been invested. This customer dispute settled.

Customer Dispute 9/10/20: The customer provided the Firm with copies of three personal checks from the period October 2019 to November 2019 which were made payable to and endorsed by the RR totaling $16,500. The customer would like to know if the funds given to the RR were for legitimate expenses. This customer dispute settled.

Customer Dispute 9/2/20: The policyowner alleges that on May 3, 2016, the RR recommended that he move funds from a variable annuity to a fixed annuity. The customer stated he withdrew $122,000 from the variable annuity policy and reinvested $113,000 in a fixed annuity on May 14, 2016. The Firm determined the customer incurred $9826 in surrender charges as a result of the transaction. This customer dispute settled.

Goodman & Nekvasil, P.A. May Recover Investor Losses

If you lost any money on investments with Jeffrey Scott Anderson, you may be able to recover your losses. If you lost money on investments with Jeffrey Scott Anderson and believe that the investments may have been unsuitable or otherwise improper for you, we would like to discuss the possibility of your retaining our firm to represent you in an arbitration action concerning Jeffrey Scott Anderson’s conduct. There is no charge for an evaluation of your case. Further, we handle our cases on a contingency fee basis. This means that unless we recover money for you, we charge no attorney’s fee.

Goodman & Nekvasil, P.A. has recovered more than $200 million on behalf of victimized investors. If you lost money on investments with Jeffrey Scott Anderson and would like your case evaluated by a securities attorney (again, there is no charge for an evaluation and all cases are handled on a purely contingency fee basis), please contact us.

Some of the information in this blog post was obtained on 8/3/21 directly from FINRA BrokerCheck, without any changes. If you believe this information was reported incorrectly, please contact our firm at 1-800-500-4442.

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