JEFFREY SCOTT GRAUNKE

JEFFREY SCOTT GRAUNKE is currently employed as a Broker and/or Investment Adviser at LPL FINANCIAL LLC located at 117 N US HIGHWAY 441 STE 100, LADY LAKE, FL, 32159.

JEFFREY SCOTT GRAUNKE has worked at LPL FINANCIAL LLC since November 29, 2017

Disclosure History

JEFFREY SCOTT GRAUNKE has 1 Disclosure Event(s).

Date: August 27, 2012
Category: Customer Dispute
Allegations: CUSTOMER ALLEGES THAT THE REPRESENTATIVE MISPRESENTED THE FEATURES OF HIS VARIABLE ANNUITY CONTRACT AND NEGLECTED TO MONITOR THE ACCOUNT.
Broker Comment: FA STATES, THE CLIENT HAD BEEN MISINFORMED ABOUT THE FEATURES OF THE VARIABLE ANNUITY CONTRACT AND SO SURRENDERED THE CONTRACT. AFTER THIS OCCURRED, THE CLIENT AND I CONTACTED PACIFIC LIFE TOGETHER TO DISCUSS THE FEATURES AND COSTS OF THE CONTRACT. THE CLIENT RECOGNIZED HE HAD BEEN MISINFORMED AND ASKED THAT THE VARIABLE ANNUITY BE REINSTATED. THE CONTRACT WAS REINSTATED. THERE WERE NO LOSSES

More Information

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BrokerCheck is the source of the data included in this Report. The data was compiled on June 29, 2018.

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