Daniel
Corey
Bankers Life Advisory Services, Inc
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About this Advisor
Daniel Corey is a financial advisor who works in Portland, Oregon, with 4 years of industry experience. Corey is on the advisory team at Bankers Life Advisory Services, Inc. During their career, the advisor has held roles at Proequities Inc, Bankers Life & Casualty, Bankers Life Securities, Inc, Bankers Life and Bankers Life Advisory Services. Corey maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to serve investors in Oregon. Bankers Life Advisory Services, Inc is an advisory business that has its headquarters in Chicago, IL. It has offices in 136 locations and a total of 363 people on staff. It oversees $1 billion in total assets among its 10,292 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. Bankers Life Advisory Services, Inc performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on which services are provided. Fees billed by Bankers Life Advisory Services, Inc likely include 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
Daniel Corey Work History
Daniel has been registered as a financial advisor for 4 years.*
Bankers Life Advisory Services
Bankers Life Securities, Inc
Bankers Life & Casualty
Proequities Inc
Bankers Life
*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 Daniel Corey 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
Hauppauge, NY
Mount Pleasant, MI
Chicago, IL
Chicago, IL
Erie, PA
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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