JACKIE L SCHAIDER is currently employed as a Broker and/or Investment Adviser at LPL FINANCIAL LLC located at 2872 BIRKDALE COURT, GILROY, CA, 95020.
JACKIE L SCHAIDER has worked at LPL FINANCIAL LLC since January 12, 2005
JACKIE L SCHAIDER has 3 Disclosure Event(s).
Date: March 02, 2004 Category: Customer Dispute Allegations: CUSTOMER ALLEGES THE REGISTERED REPRESENTATIVE FAILED TO DISCLOSE THE SURENDER CHARGES APPLICABLE TO THE VARIABLE UNIVERSAL LIFE (VUL) INSURANCE POLICY SOLICITED IN NOVEMBER 1999. Damage Amount Requested: $5,111.00 Broker Comment: COMPLAINT DENIED BY THE PRODUCT PROVIDER. I DID NOT FAIL TO DISCLOSE SURRENDER CHARGES NOR WAS THERE ANY OTHER WRONG DOING ON MY PART.
Date: May 13, 2002 Category: Customer Dispute Allegations: CLIENT ALLEGTES THAT REPRESENTATIVE SOLD HER AN UNSUITABLE VARIABLE UNIVERSAL LIFE POLICY. CLIENT STATES THAT SHE IS SINGLE WITH VERY LITTLE INCOME. Damage Amount Requested: $22,542.69 Settlement Amount: $22,542.69 Broker Comment: PRODUCT PROVIDER ORIGINALLY DENIED THE COMPLAINT. HOWEVER, ON AN EXCEPTION BASIS, THE PRODUCT PROVIDER ALLOWED THE CLIENT TO CANCEL HER LIFE INSURANCE POLICY AND VARIABLE ANNUITY AND RECEIVE A REFUND OF PREMIUMS. NO EVIDENCE OF MISREPRESENTATION FOUND ON THE PART OF THE REPRESENTATIVE.
Date: March 29, 1999 Category: Customer Dispute Allegations: ALLEGED MISREPRESENTATION OF VARIABLE ANNUITY CONTRACT ISSUED ON 3/22/99. Damage Amount Requested: $10,951.00 Settlement Amount: $10,951.00 Broker Comment: THE CLIENTS VARIABLE ANNUITY PREMIUMS WERE RETURNED BY THE PRODUCT PROVIDER, WESTERN RESERVE LIFE, TO THE CLIENTS ORIGINAL ANNUITY PROVIDERS UNDER THE FREE LOOK PROVISION.
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