Public records published by the Financial Industry Regulatory Authority (FINRA) and accessed on February 2, 2018 indicate that former New Jersey-based Invest Financial Corporation broker/adviser Robert Furrevig has received a customer dispute and is currently not affiliated with any broker-dealer firm. Fitapelli Kurta is interested in speaking to investors who have complaints regarding Mr. Furrevig (CRD# 1109292).
Robert Furrevig has spent 29 years in the securities industry and was most recently registered with Invest Financial Corporation in Lanoka Harbor, New Jersey (2010-2016). Previous registrations include PNC Investments in Toms River, New Jersey (2007-2010); HSBC Securities in New York, New York (2005-2007); HSBC Brokerage in New York, New York (2004-2005); Wachovia Securities in St. Louis, Missouri (2000-2004); Salomon Smith Barney in New York, New York (1993-2000); Lehman Brothers in New York, New York (1991-1993); Richard Blackman & Company (1985-1989); and Bevill Bresler & Schulman (1983-1984). He has passed five securities industry examinations: Series 65 (Uniform Investment Adviser Law Examination), which he obtained on April 7, 1992; Series 63 (Uniform Securities Agent State Law Examination), which he obtained on April 20, 1983; Series 7 (General Securities Representative Examination), which he obtained on March 19, 1983; Series 10 (General Securities Sales Supervisor – General Module Examination), which he obtained on November 15, 2005; and Series 9 (General Securities Sales Supervisor – Options Module Examination), which he obtained on October 17, 2005. He is currently not registered with any state or firm.
According to his BrokerCheck report, he has received one customer complaint and three denied customer complaints.
In November 2017 a customer alleged Robert Furrevig, while employed at Invest Financial Corporation, did not provide a repayment that he expected to be paid in July 2017. The customer sought $35,000 in damages in the complaint, which was denied.
In 2016 a customer alleged Robert Furrevig, while employed at Invest Financial Corporation, misrepresented material facts related to a variable annuity product. The customer sought more than $55,500 in damages in the complaint, which was denied.
In 2014 a customer alleged Robert Furrevig, while employed at Invest Financial Corporation, did not advise him of fees and expenses associated with two variable annuity purchases. The customer sought $5,600 in damages in the complaint, which was denied.
In 2005 a party of customers alleged he, while employed at Wachovia Securities, recommended a transaction that incurred an unnecessary tax liability. The complaint settled for $3,800.
If you or someone you know has a complaint regarding Robert Furrevig, call Fitapelli Kurta at 877-238-4175 for a free consultation. You may be able to recover lost funds. Fitapelli Kurta accepts all cases on contingency: we only get paid if and when you collect money. You may have a limited window to file your complaint, so we encourage you to avoid delay. Call 877-238-4175 now to speak to an attorney for free.