The Securities Lawyers at Halling & Cayo, S.C. are looking into potential claims against Cheryl Diane Richardson (CRD#1807190) regarding allegations made regarding the following:
Claim(s) Made Against Cheryl Diane Richardson:
Claim Date: 10/12/2023
“The complainant alleges that registered representative, misrepresented the three variable universal life policies sold to her, in/around January 1998, and October 1999.”
This claim, as of this posting, is currently Pending with a claim amount of $415,000.00 .
As of 11/30/2023, this claim status is Denied.
Claim Date: 1/3/2023
“The complainant, who was the customer‘s POA, alleges that in 2021, the rep annuitized the customer‘s variable annuity and didn‘t explain that if the customer didn‘t live to the end of the 5 year contract, the remaining amount in the account would be forfeited. The complainant alleges that the rep illustrated one plan but put the customer‘s funds into something different. The complainant wants the balance of the customer‘s account returned.”
This claim is currently Pending with a claim amount of $46,873.00 .
