DANIEL L KALINA is currently employed as a Broker and/or Investment Adviser at LPL FINANCIAL LLC located at 1106 Broadway St, Ste 1, Alexandria, MN, 56308.
DANIEL L KALINA has worked at LPL FINANCIAL LLC since February 14, 2018
Disclosure History
DANIEL L KALINA has 1 Disclosure Event(s).
Date: February 01, 2010 Category: Customer Dispute Allegations: WITH REGARDS TO THE PURCHASE OF A VARIABLE ANNUITY POLICY IN OR AROUND MARCH 2008, THE CUSTOMER ALLEGES THAT THE PRODUCT FEATURES WERE NOT ACCURATELY EXPLAINED TO HIM AT THE TIME OF SALE. THE CUSTOMER ALSO ALLEGES THAT THE REPLACEMENT OF AN EXISTING POLICY TO PURCHASE OF THIS POLICY WAS UNSUITABLE. Damage Amount Requested: $9,088.24 Broker Comment: IN THE INTEREST OF GOOD CUSTOMER RELATIONS, THE COMPANY WILL WAIVE SURRENDER CHARGES ON ANY FUTURE WITHDRAWAL FROM VARIABLE ANNUITY POLICY.
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