Ali
El Sayed
Bankers Life Advisory Services, Inc
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About this Advisor
Ali El Sayed is a certified financial planner working out of Clearwater, Florida who has 1 year of industry experience. El Sayed currently works for Bankers Life Advisory Services, Inc. Throughout their career, they have worked at Cedar Holdings & Consulting LLC, Morgan Stanley, Franklin Templeton, Ultime Medical Academy, Stones. Co, Morgan Stanley Private Bank, N.A, Bankers Life Securities, Inc, Bankers Life Advisory Services, Inc and Bankers Life & Casualty, Inc. El Sayed maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Bankers Life Advisory Services, Inc is a registered investment company that has its headquarters in Chicago, IL. It has offices in 136 locations and a total of 363 employees. It has $1 billion in total assets across its 10,292 client accounts, making it one of the bigger firms in the nation by assets under management. Bankers Life Advisory Services, Inc performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules usually vary depending on which services the firm provides the client. However, fee types charged by Bankers Life Advisory Services, Inc most likely are comprised of some blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bankers Life Advisory Services, Inc Brokerage Details
$1,125,123,822
363
10,292
$109,320
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Ali El Sayed Work History
Ali has been registered as a financial advisor for 1 years.*
Bankers Life Securities, Inc
Bankers Life Advisory Services, Inc
Bankers Life & Casualty, Inc
Morgan Stanley Private Bank, N.A
Morgan Stanley
Franklin Templeton
Ultime Medical Academy
Cedar Holdings & Consulting LLC
Stones. Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ali El Sayed to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bankers Life Advisory Services, Inc
Chicago, IL
Topeka, KS
Mount Pleasant, MI
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
