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Adam Sattler

Bankers Life Securities, Inc.

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About Adam Sattler

Adam Sattler is a financial advisor with Bankers Life Securities, Inc. Adam is registered in Florida, Indiana and Kentucky. Adam has passed the Series 7TO, Series 63 and SIE exams. Adam has been in the industry since January 6, 2021.

Firm Information

Adam Sattler is currently registered with Bankers Life Securities, Inc.. Bankers Life Securities, Inc. is a corporation formed on July 31, 2014. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. They have one approved SEC registration. The firm has been involved in one regulatory and one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

346

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Adam Sattler’s Registration & Firm History

KY

01/07/2021 - Present

Bankers Life Securities, Inc. (LOUISVILLE KY)

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Licenses & Designations

BC

Issued 01/30/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/07/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/18/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Sattler.
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