According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Jeffrey Buchanan (Buchanan), currently associated with Osaic Wealth, INC., has at least one disclosable event. These events include one customer complaint, alleging that Buchanan recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.
FINRA BrokerCheck shows a settled customer complaint with a damage request of $189,897.00 on April 14, 2024.
Client alleges poor advice regarding the annuitization of her variable annuity contract.