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Robert Reich Involved in a Variable Annuity Dispute

Robert Reich (CRD #: 6066301), a broker registered with NYLife Securities, is the subject of an investor dispute. This disclosure appeared on his BrokerCheck record, accessed on October 10, 2024. Keep reading if you have questions regarding his alleged conduct. 

Investor Allegations 

On July 17, 2024, an investor alleged that Robert Reich alleged that Robert Reich offered poor advice regarding variable annuities. The investor is seeking a return of their principal without surrender charges. 

Variable Annuities 

Variable annuities are complex investments. These policies can decline in value depending on the performance of the underlying securities. Surrender charges, tax penalties, and other fees can make these policies unsuitable.

Background Information 

Robert Reich has passed the following exams: 

  • Series 63 Uniform Securities Agent State Law Examination 
  • SIE – Securities Industry Essentials Examination 
  • Series 6 Investment Company Products / Variable Contracts Representative Examination 

He is a registered broker in California, Hawaii, Ohio, and Oklahoma. 

Kurta Law Can Help 

If you worked with Robert Reich and you have concerns about your investments, do not hesitate to contact us at 877-600-0098 or email info@kurtalawfirm.com for a free consultation. 

For nearly 20 years, Kurta Law has advocated for investors to recover their investment losses from brokers and brokerage firms. Kurta Law is a nationally recognized law firm that exclusively represents investors against brokers and brokerage firms on a contingency basis. This means that the firm only earns a fee if our securities attorneys recover money on your behalf. Do not let securities fraud go unchecked. Start your recovery process today.

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