Allan started lying to me in 2011 when he was fired by Northwestern Mutual for forging 2 customer si
Allan Bernard Oulate and Andrea Carina Pearson wedding on 10/17/10 in Los Angeles
I met Allan Bernard Oulate sometime in 2002 BC. BC meaning Before he was a Criminal. At the time he was a financial representative at Northwestern Mutual Financial Network. View the official Broker Check site by FINRA profile on Allan Bernard Oulate here:
https://brokercheck.finra.org/individual/summary/4427557
He came to my house in a very nice suit and cufflinks (always) and pitched me on why I needed to buy life insurance. He was a charismatic guy and we had chemistry so I said yes. I believe I started off around $2,000 a month.
You'll see on the FINRA report that Allan Bernard Oulate had several clients file a formal complaint:
On 2/9/2011
INSURANCE CUSTOMER ALLEGES THE SIGNATURE ON A NON-VARIABLE INSURANCE DOCUMENT DATED JANUARY 20, 2011 IS NOT HIS OWN AND THAT HE DID NOT AUTHORIZE CERTAIN POLICY ACTIVITY.
On 2/11/2011
AT THE TIME THE REPRESENTIVE WAS PERMITTED TO RESIGN, HE WAS UNDER INTERNAL REVIEW FOLLOWING ALLEGATIONS MADE BY A POLICYOWNER THAT HIS SIGNATURE WAS NOT HIS OWN ON A NON-VARIABLE INSURANCE DOCUMENT AND THAT HE DID NOT AUTHORIZE CERTAIN POLICY ACTIVITY.
At this time Allan Bernard Oulate was fired by Northwestern Mutual.
On 2/28/2011
INSURANCE CUSTOMER ALLEGES THE SIGNATURE ON A NON-VARIABLE INSURANCE DOCUMENT DATED JANUARY 20, 2011 IS NOT HER OWN AND THAT SHE DID NOT AUTHORIZE CERTAIN POLICY ACTIVITY.
On 3/8/2011
INSURANCE CUSTOMER ALLEGES THE SHE DID NOT PLACE HER SIGNATURE ON A NON-VARIABLE INSURANCE DOCUMENT DATED MAY 14, 2010 AND THAT SHE DID NOT AUTHORIZE CERTAIN POLICY ACTIVITY.
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Around this time Allan Bernard Oulate said decided to leave Northwestern Mutual for a better opportunity with another company (Met Life or New York Life).
He never disclosed what really happened nor did he tell me he was no longer a licensed broker. From 2011 - 2015 Allan Bernard Oulate continued to sell me financial products without a license.
This was the beginning of a series of lies that would lead to fraud, forged signatures, fake accounts, fake bank statements, and $3,000,000+ of stolen funds belonging to my family. I will document all of it here to prevent anyone including close friends and relatives from becoming the next victim.
I was not only my financial, but a very, very close friend. Our wives were good friends, our kids spent time growing up together, we went to his wedding, he took advantage of the trust he had built and spun a web of lies and committed fraud.
