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Employer firm

Bankers Life Advisory Services, Inc. CRD 281285

$2.49B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Bankers Life Advisory Services, Inc.

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-04-26
  • NJ RA
    APPROVED
    Since 2022-04-26

Branch Locations

Perrineville, NJ • United States

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The O.N. Equity Sales Company Cincinnati OH 08/2016 12/2016
Ohio National Financial Services Cincinnati OH 08/2016 12/2016
Academy Of Grow & The Learning Experience Howell NJ 11/2014 12/2021
Axa Advisors, Llc New York NY 05/2018 07/2018
Primerica Financial Services Morganville NJ 07/2018 04/2022
Pfs Investments Inc. Morganville NJ 09/2018 04/2022
Bankers Life Securities, Inc Perrineville NJ 04/2022 Present
Bankers Life Advisory Services Perrineville NJ 04/2022 Present
  • 08/2016 → 12/2016
    The O.N. Equity Sales Company
    Cincinnati, OH
  • 08/2016 → 12/2016
    Ohio National Financial Services
    Cincinnati, OH
  • 11/2014 → 12/2021
    Academy Of Grow & The Learning Experience
    Howell, NJ
  • 05/2018 → 07/2018
    Axa Advisors, Llc
    New York, NY
  • 07/2018 → 04/2022
    Primerica Financial Services
    Morganville, NJ
  • 09/2018 → 04/2022
    Morganville, NJ
  • 04/2022 → Present
    Bankers Life Securities, Inc
    Perrineville, NJ
  • 04/2022 → Present
    Bankers Life Advisory Services
    Perrineville, NJ
Previous Registrations
Other Businesses

SNTB LLC POSITION: Vice President NATURE: SNTB LLC is a silent loaning provider. The position I hold does not require any transactions with the public. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: Millstone Twp NJ 08535 DESCRIPTION: This LLC will be investing in short term (6 months increments) real estate investments (loaning funds to Prestige Co. There has been no transactions in 2025.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-26
S63 Uniform Securities Agent State Law Examination 2007-05-04
  • S66 Uniform Combined State Law Examination
    2011-09-26
  • S63 Uniform Securities Agent State Law Examination
    2007-05-04
Other Names
  • Nevine Magdy Boulos
  • Nevine M Saleh
  • Nevine M George
  • Nevine Magdy George
  • Nevine Magdy Boulos
  • Nevine Magdy Saleh
  • Nevine Magdy George
  • Nevine George

View on SEC IAPD

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