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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
NH RA APPROVED 2024-10-01
ME RA APPROVED 2024-02-01
  • NH RA
    APPROVED
    Since 2024-10-01
  • ME RA
    APPROVED
    Since 2024-02-01

Branch Locations

360 Us Route 1, Suite 202, Scarborough, ME 04074 • 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 Scarborough ME 05/2019 Present
Union Bluff Hotel York ME 03/2015 06/2020
Bankers Life Securities, Inc Scarborough ME 08/2023 Present
Bankers Life Advisory Services, Inc Scarborough ME 01/2024 Present
  • 05/2019 → Present
    Bankers Life & Casualty, Inc
    Scarborough, ME
  • 03/2015 → 06/2020
    Union Bluff Hotel
    York, ME
  • 08/2023 → Present
    Bankers Life Securities, Inc
    Scarborough, ME
  • 01/2024 → Present
    Scarborough, ME
Other Businesses

Insurance Agent: 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. SLG ENTERPRISES POSITION: Owner/Landlord NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 11 Patriots Lane, #3, Eliot ME 03903, United States DESCRIPTION: I am renting out my condo to tenants and am the sole proprietor/landlord of the LLC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-24
  • S66 Uniform Combined State Law Examination
    2024-01-24
Other Names
  • Stephanie Lynne Morin

View on SEC IAPD

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