STEVEN MAURICE DANIEL is currently employed as a Broker and/or Investment Adviser at WOODBURY FINANCIAL SERVICES, INC. located at 18 W GALENA, BUTTE, MT, 59701.
STEVEN MAURICE DANIEL has worked at WOODBURY FINANCIAL SERVICES, INC. since June 22, 1976
Disclosure History
STEVEN MAURICE DANIEL has 1 Disclosure Event(s).
Date: June 14, 2011 Category: Customer Dispute Allegations: CLIENTS, THROUGH THEIR ATTORNEY, ALLEGE THAT THE REPRESENTATIVE FAILED TO NOTIFY THEM THAT THE UNION SECURITY VARIABLE UNIVERSAL LIFE POLICY ISSUED IN 1993 WAS IN DANGER OF LAPSING AND THE POLICY HAS SINCE LAPSED. Settlement Amount: $10,000.00 Broker Comment: IN ADDITION TO THE $10,000.00 PAYMENT, UNION SECURITY ALSO REINSTATED THE POLICY IN THE AMOUNT OF $200,000.00 DEATH BENEFIT (WITH NO CASH VALUE) ON THE LIFE OF [CUSTOMER] AND WAIVED ANY PREMIUM OWED ON THE POLICY FROM THE DATE OF THE RELEASE TO THE REMAINDER OF [CUSTOMER'S] LIFE.
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