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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
NJ RA APPROVED 2016-08-16
  • NJ RA
    APPROVED
    Since 2016-08-16

Branch Locations

1393 Veterans Memorial Hwy Ste 100S, Hauppauge, NY 11788 • 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
Bankers Life & Casualty, Inc Hauppauge NY 09/2003 Present
Bankers Life Securities, Inc Hauppauge NY 05/2016 Present
Bankers Life Advisory Services, Inc Hauppauge NY 07/2016 Present
  • 09/2003 → Present
    Bankers Life & Casualty, Inc
    Hauppauge, NY
  • 05/2016 → Present
    Bankers Life Securities, Inc
    Hauppauge, NY
  • 07/2016 → Present
    Hauppauge, NY
Previous Registrations
  • 2014-08-06 → 2016-05-27
    Concourse Financial Group Securities, Inc.
    Hauppauge, NY
    Birmingham, AL
Other Businesses

BANKERS LIFE POSITION: BSM NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 09/16/2003 ADDRESS: 1393 Veterans Memorial Highway, Hauppauge NY 11788, 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-01
  • S66 Uniform Combined State Law Examination
    2014-08-01
Other Names
  • Jason Prew

View on SEC IAPD

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