1, Report:
#1474948
Posted Date:
Mar 08 2019
Finley Alexander Wealth Management Kyle Winkfield Attempted annuity fraud Rockville Maryland
The claim is that Kyle Winkfiled and his firm, then OWRS Firm, now Finley Alexander Wealth Management attempted to defraud by moving $559,000 of money from a current annuity into a new annuity. Kyle Winkfield promised a bonus” of $12,094 to move the money. There was a loss of mone...
Entity
Finley Alexander Wealth Management
Categories: Financial planning, Financial Services