Investors might have sustained losses due to securities broker Allison Jean Terlip [CRD: 5530486, Navarre, Florida], based on disclosures on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Specifically, Terlip worked for Ameritas Investment Company LLC from July 21, 2022 to October 12, 2023; MML Investors Services LLC from August 1, 2019 to May 10, 2022; and First Command Financial Planning Inc. from January 29, 2009 to July 11, 2019. Below, you can learn more about the client dispute involving Terlip.
Notably, on June 28, 2024, an Ameritas Investment Company LLC client filed FINRA Arbitration No. 24-01377 about Allison Terlip. The client alleged that Terlip made unsuitable recommendations concerning an investment strategy. For this reason, the client allegedly sustained damages linked to equity-indexed annuities. Therefore, the client requested $817,916.00 in compensation from Ameritas Investment Company LLC or Terlip. Evidently, this arbitration is pending a resolution.
An allegation of unsuitable equity-indexed annuities means a securities broker or financial advisor recommended these complex insurance products to a client when they were not appropriate for the client's investment profile or objectives. Equity-indexed annuities can be difficult to understand and often carry long surrender periods, high fees, and limited upside potential. If a broker fails to properly evaluate whether this type of insurance product aligns with a client’s goals and risk tolerance, it may be considered an unsuitable recommendation.
Do you need clarification on any investment losses relating to Allison Terlip? You can reach out to Soreide Law Group at (888) 760-6552 or online and talk to a securities attorney. Soreide Law Group helps recover losses for investors throughout the country. Also, the firm works on a contingency fee arrangement and advances all costs. Terlip and brokerage firms Terlip worked for deny accusations of sales practice violations.
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