Unclaimed
Andrew Shumate is an investment advisor representative associated with Bankers Life Advisory Services, Inc. Andrew is a Registered Representative in Maryland. He has been in the industry since 2024 and has a series 66 license. Andrew has experience with financial planning, portfolio management for individuals, and providing educational seminars. Andrew is also a 1099 agent for Bankers Life and Casualty Company (BLC) and is appointed with KFA through BLC. As an agent, Andrew writes business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.
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
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MD
01/08/2025 - Present
Bankers Life Advisory Services, Inc. (Glen Burnie MD)
Active
Inactive
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