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Current Employers
Bankers Life Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-08-29
  • CT RA
    APPROVED
    Since 2023-08-29

Branch Locations

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

185 Plains Rd, Suite 205W, Milford, CT 06461 • 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
Bankers Life Securities, Inc. Milford CT 09/2018 Present
Bankers Life & Casualty, Inc Milford CT 07/2008 Present
Bankers Life Advisory Services, Inc Milford CT 08/2023 Present
  • 09/2018 → Present
    Bankers Life Securities, Inc.
    Milford, CT
  • 07/2008 → Present
    Bankers Life & Casualty, Inc
    Milford, CT
  • 08/2023 → Present
    Milford, CT
Other Businesses

BANKERS LIFE & CASUALTY POSITION: Unit Sales Manager NATURE: Sell health insurance, life insurance and annuity products ? INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 07/25/2008 ADDRESS: 185 Plains Rd. Suite 205W, Milford CT 06461, United States DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF AGENTS, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. OWN RENTAL PROPERTY POSITION: Landlord NATURE: Rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/15/2021 ADDRESS: 19347 Elston Way, Estero FL 33928, United States DESCRIPTION: Me and my wife own an investment property in Florida. It is a single family home that we are the landlords of.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-29
S63 Uniform Securities Agent State Law Examination 2018-12-17
  • S65 Uniform Investment Adviser Law Examination
    2023-08-29
  • S63 Uniform Securities Agent State Law Examination
    2018-12-17
Other Names
  • Lee Giordano

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