Best Investors Account Sign in
Current Employers
Bankers Life Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2021-01-04
  • RI RA
    APPROVED
    Since 2021-01-04

Branch Locations

475 Kilvert St Suite 300, Warwick, RI 02886 • 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 Warwick RI 01/2009 Present
Bankers Life Securities Warwick RI 09/2017 Present
Bankers Life Advisory Services Warwick RI 01/2021 Present
  • 01/2009 → Present
    Bankers Life & Casualty
    Warwick, RI
  • 09/2017 → Present
    Bankers Life Securities
    Warwick, RI
  • 01/2021 → Present
    Bankers Life Advisory Services
    Warwick, RI
Other Businesses

BANKERS LIFE POSITION: Insurance Agent & UFT NATURE: Medicare Supplement, Long Term Care insurance, Life insurance & Annuities are the solutions offered (Life/Health).Service existing clients, recommend solutions on a needs basis. INVESTMENT RELATED: No NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 70 START DATE: 01/09/2009 ADDRESS: 475 Kilvert St, Suite 210 Building A, Warwick RI 02886, United States DESCRIPTION: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, 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. DAVID JUSZKIEWICZ POSITION: Owner of Investment property NATURE: Landlord - manage property, collect rent. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 07/15/2022 ADDRESS: 26 BOSTON AVE, Worcester MA 01604-1948, United States DESCRIPTION: I own a multi family home, collect rent and will be holding a security deposit at a bank for new tenant as of 10/01/2022 in the amount of $2,400. MISCOE FINANCIAL, LLC POSITION: Owner NATURE: This LLC has been established exclusively for tax purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 42 Miscoe Rd, Mendon MA 01756, United States DESCRIPTION: Owner of LLC, this is soly set up for tax purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-04
S63 Uniform Securities Agent State Law Examination 2018-01-29
  • S65 Uniform Investment Adviser Law Examination
    2021-01-04
  • S63 Uniform Securities Agent State Law Examination
    2018-01-29
Other Names
  • David Juszkiewicz

View on SEC IAPD

More in Warwick, RI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor