Re: Fred Rook, Agent

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Posted by Agent (68.8.206.163) on July 02, 2003 at 20:44:17:

In Reply to: Fred Rook, Agent posted by Tate on June 30, 2003 at 19:59:59:

Tate:

I guess this is a case of buyers remorse. Maybe Fred is a smooth talking salesman, but are you sure anything improper was done here?

If he doesn't give your paperwork back, you could complain to your state department of insurance and the NASD.

Agent

: Fred Rook misrepresented himself as an estate planner with AmeriEstate at the same time selling investments for John Hancock Company. This was so misleading because of the vast about of paperwork involved and the clients are overwhelmed with facts and figures. He has our paperwork from 1st Investors and we want it back immediately. We have already sent him two emails regarding this matter. We have also contacted 1st Investors to stop these transactions.

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Subject: Re: Re: Fred Rook, Agent

Comments:
: Tate: : I guess this is a case of buyers remorse. Maybe Fred is a smooth talking salesman, but are you sure anything improper was done here? : If he doesn't give your paperwork back, you could complain to your state department of insurance and the NASD. : Agent : : Fred Rook misrepresented himself as an estate planner with AmeriEstate at the same time selling investments for John Hancock Company. This was so misleading because of the vast about of paperwork involved and the clients are overwhelmed with facts and figures. He has our paperwork from 1st Investors and we want it back immediately. We have already sent him two emails regarding this matter. We have also contacted 1st Investors to stop these transactions.

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