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Adrien A Roa

Bankers Life Securities, Inc.

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About Adrien A Roa

Adrien Roa is a financial professional registered in Florida. Adrien is associated with Bankers Life Securities, Inc.. Adrien is Series 7TO and SIE licensed. Adrien's career in the financial services industry began on May 29, 2024.

Firm Information

Adrien Roa 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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Adrien Roa’s Registration & Firm History

FL

05/30/2024 - Present

Bankers Life Securities, Inc. (Wesley Chapel FL)

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Licenses & Designations

BC

Issued 05/30/2024

Series 7TO - General Securities Representative Examination

BC

Issued 11/22/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adrien A Roa.
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