Investment misrepresentation by Securities of First advisor

Insurance Verified Resolved Sep 24, 2024
Securities of First | Yugoslavia | Ferne Gerlach

Complaint Details

I applied for a insurance policy with Securities of First on January 28, 2025 and was assured by Teresa K. that I was approved. I planned my finances accordingly, but after was billed multiple times, I was suddenly informed that my application was denied. This has caused significant financial hardship and embarrassment. I am requesting that Securities of First update their return policy as soon as possible.

893 views | 3 comments | Sep 24, 2024 06:53

Comments (3)

Ferne Gerlach

Ferne Gerlach

May 21, 2025 05:24

It's now been 10 days since my initial complaint, and Securities of First still hasn't addressed the core issue. I've received generic responses that don't actually solve my problem with their technical support package.

Eunice Watsica

Eunice Watsica

May 16, 2025 05:41

Dear customer, On behalf of Securities of First, I would like to personally apologize for the inconvenience you've experienced with our expedited shipping. We strive to provide exceptional service to all our customers, and we regret that we fell short of this standard in your case. After carefully reviewing your complaint, I have authorized an immediate complimentary service extension to address this situation. Additionally, we have documented this case (Reference: REF-514A7044) to help improve our training and service protocols. Please feel free to contact me directly at extension 4567 if you have any further questions or concerns. Yours sincerely, Riley Allen Client Experience Manager Securities of First

Jennie Brown

Jennie Brown

May 25, 2025 05:32

ComplaintNest Administrator Alert: We have noticed that Securities of First has not yet responded to your complaint about their loyalty program. We have sent a formal escalation notice to their corporate office and have initiated our second-level notification process. Please be assured that we are actively monitoring this situation and will take additional steps if necessary to ensure your complaint receives proper attention. ComplaintNest Advocacy Team

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3 Events

Complaint Submitted

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Complaint submitted

Sep 24, 2024 Ferne Gerlach

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May 26, 2025 System

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Status changed to "Resolved"

May 26, 2025 System