David
Juszkiewicz
Bankers Life Advisory Services, Inc
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About this Advisor
David Juszkiewicz is a financial advisor who works in Warwick, Rhode Island with 2 years of relevant experience. Juszkiewicz is an employee of Bankers Life Advisory Services, Inc. Their career trajectory has included roles at Bankers Life & Casualty, Bankers Life Securities and Bankers Life Advisory Services. Juszkiewicz maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Rhode Island. Bankers Life Advisory Services, Inc is an advisory business that has its headquarters in Chicago, IL. The firm has offices in 136 locations and a total of 363 employees. It handles $1 billion in assets among its 10,292 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. The business has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules typically are based on which services are provided. However, fees billed by Bankers Life Advisory Services, Inc most 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
David Juszkiewicz Work History
David has been registered as a financial advisor for 2 years.*
Bankers Life Advisory Services
Bankers Life Securities
Bankers Life & Casualty
*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 David Juszkiewicz 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
Hauppauge, NY
Topeka, KS
Chicago, IL
Erie, PA
Chicago, IL
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Mount Pleasant, MI
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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