National investment loss lawyers KlaymanToskes is investigating broker Jennifer Immoos-Hernandez of Bankers Life Securities (CRD #6935416).
According to FINRA BrokerCheck, broker Jennifer Immoos-Hernandez is currently facing an investor dispute alleging that she failed to follow instructions, resulting in a tax bill of over $50,000.
Investors that suffered losses with broker Jennifer Immoos-Hernandez are encouraged to contact attorney Lawrence L. Klayman, Esq., at 888-997-9956 or by email at investigations@klaymantoskes.com to discuss recovery options. We do not collect attorney’s fees unless we are able to obtain a financial recovery for you.
Jennifer Immoos-Hernandez, who works as a broker with Bankers Life Securities, is currently facing a complaint from an investor. According to her BrokerCheck record, the dispute alleges that the client has a tax bill of over $50,000 after transferring investments to the firm’s registered investment advisor (RIA), Bankers Life Advisory Services, Inc. (BLAS) from another broker dealer in May 2023. The client further alleges that the financial advisor did not follow their instructions, which is what allegedly caused the tax liability.
As an investor, there are a few signs that you should look out for if you believe you may have a claim against broker Jennifer Immoos-Hernandez. These signs could potentially indicate misconduct, negligence, or investment fraud. Investors are encourage to contact our firm immediately if you have experienced any of the following:
Some investors have close relationships with their brokers due to the time and trust built over the course of their investment relationship. However, it is crucial to remember that financial decisions should be based on careful analysis and due diligence rather than solely relying on personal relationships.
Engaging the services of an experienced securities attorney to evaluate your specific circumstances is strongly advised. At KlaymanToskes, our team of experienced securities attorneys has a deep understanding of this complex area of law, allowing us to provide invaluable insight and tailored guidance that directly addresses your individual needs.
If you suffered losses with broker Jennifer Immoos-Hernandez, or have concerns regarding your investment portfolio at Bankers Life Securities, contact KlaymanToskes at 888-997-9956 or fill out a short contact form for a free and confidential consultation.