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Business Profile

Retirement Planning Services

Bankers Life Securities, Inc.

About

About This Business

As a full service broker-dealer, we offer a variety of investment options including mutual funds, variable annuities, 529 plans, college savings programs and more. We also distribute fixed annuities and universal life insurance.

Products and Services

As a full service broker-dealer, we offer a variety of investment options including mutual funds, variable annuities, 529 plans, college savings programs and more. We also distribute fixed annuities and universal life insurance.

Business Details

BBB File Opened:
12/4/2019
Business Started:
12/11/2015
Business Incorporated:
12/11/2015
Type of Entity:
Corporation
Business Management:
Ms. Cheryl Heilman, President
Mr. Clark Tucker, Treasurer
Ms. Alberta Roberts, COO
Mr. Scott Goldberg, Director
Mr. Paul McDonough, Director

Additional Contact Information

Principal Contacts
Ms. Cheryl Heilman, President
Customer Contacts
Ms. Cheryl Heilman, President
Ms. Pepe Reilly, Marketing Manager
Mr. Clark Tucker, Treasurer
Ms. Alberta Roberts, COO
Mr. Scott Goldberg, Director
Mr. Kareem Aboul-Hosn, Branch Manager
Mr. Paul McDonough, Director
Fax numbers
Primary Fax: (352) 688-5305
Additional Websites
Website 1

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of REGISTERED for this business, issued by Securities and Exchange Commission

Securities and Exchange Commission

450 5th Street, NW

Washington DC 20549

BBB records show a license number of REGISTERED for this business, issued by Securities and Exchange Commission

Securities and Exchange Commission

450 5th Street, NW

Washington DC 20549

BBB records show a license number of REGISTERED for this business, issued by Securities and Exchange Commission

Securities and Exchange Commission

450 5th Street, NW

Washington DC 20549

BBB records show a license number of REGISTERED for this business, issued by Financial Industry Regulatory Authority

Financial Industry Regulatory Authority

1735 K St NW

Washington DC 20006

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