Unclaimed
Adam Kragskow is a financial advisor with Bankers Life Advisory Services, Inc., located in Chicago, Illinois. Adam is a registered representative and investment advisor representative with the firm. He has been in the industry since June 2, 2021 and holds Series 63, 66, 7TO and SIE licenses. Adam specializes in retirement planning, insurance and investment advice. He has a strong focus on serving individuals and families. Adam works with clients to develop customized financial plans designed to meet their specific needs and goals. He also provides a range of financial services including portfolio management, insurance planning and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
07/01/2022 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
BOTH
Issued 07/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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