The Soleim Group, LLC

Initial Business Response /* (1000, 8, 2015/09/14) */
FINRA shut the book on this complaint recentlyI did not advise*** to buy annuities in order for him to lose money, instead I advised him to buy an annuity due to his risk tolerance*** chose to buy a non-guaranteed annuity
against my adviceI reviewed with *** his investments at least twice per yearHe says he lost money, but he did notHis original cost basis is well below the amount of the annuity he holds
Initial Consumer Rebuttal /* (3000, 10, 2015/09/16) */
(The consumer indicated he/she DID NOT accept the response from the business.)
FINRA did close the book on my complaintThey stand bye their membersScrew the little guyI never ever went against Rob's advice on investments, he's the financial advisor I'm notI'm a juniorI lost the money I stated in my original complaint, I have the receipts to show itHe did not address the 7% bonus he promised me when purchasing the aviva annuities, which I received 0% bonusAs he told me when I confronted him on this matter, you can sue me but it will costs you a lot of moneyThis is what he thinks of his clientsHe destroyed my retirement because of his ignorance of how annuities work
Final Business Response /* (4000, 12, 2015/09/21) */
I informed the client about riskI have notes, records, signed statements from the client as to his understanding of his investmentsIt is an outrage that he has taken this stanceI wish him well
Final Consumer Response /* (3000, 14, 2015/09/22) */
(The consumer indicated he/she DID NOT accept the response from the business.)
He told me to bye the manulife annuities and he said, you cant loose=I lost! He said bye the aviva annuities and I will get a 7% bonus on my investment=11,dollarsI got dollarsWhat does he expect me to say, O WELL I guess I was bull s-----Fix this F.UP