TERRI LYNN LEWIS is currently employed as a Broker and/or Investment Adviser at PRIVATE CLIENT SERVICES, LLC located at 6201 COLLEGE BLVD., 7TH FLOOR, OVERLAND PARK, KS, 66211.
TERRI LYNN LEWIS has worked at PRIVATE CLIENT SERVICES, LLC since April 25, 2018
Disclosure History
TERRI LYNN LEWIS has 3 Disclosure Event(s).
Date: June 11, 2010 Category: Customer Dispute Allegations: CUSTOMER ALLEGES REPRESENTATIVE MISREPRESENTED THE SALE OF A VARIABLE ANNUITY AND THAT IT COULD NOT LOSE VALUE. Damage Amount Requested: $10,737.78
Date: January 09, 2008 Category: Customer Dispute Allegations: CUSTOMER ALLEGES AGENT MISREPRESENTED BENEFITS OF THE GUARANTEED MINIMUM INCOME BENEFIT RIDER. Damage Amount Requested: $14,655.91
Date: July 02, 2003 Category: Customer Dispute Allegations: CUSTOMER ALLEGES REPRESENTATIVE MISREPRESENTED SALE OF SURVIVORSHIP VUL POLICY Damage Amount Requested: $6,000.00
More Information
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