Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Ian Wilson is a registered representative and investment advisor representative with Bankers Life Advisory Services, Inc. Andrew has been in the industry since August 8, 2007. Andrew is registered in 21 states and has passed the Series 6, Series 7, Series 24, Series 63, and Series 66 exams. Andrew specializes in financial planning, educational seminars, and selection of other advisers. Andrew also provides portfolio management for individuals. Andrew has been with Bankers Life Advisory Services, Inc. since May 2016 and was previously with PROEQUITIES, INC. from June 2010 to May 2016.
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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2
IL
04/12/2018 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
TX
06/01/2010 - 05/26/2016
PROEQUITIES, INC. (SAN ANTONIO TX)
TX
07/30/2007 - 05/21/2010
UVEST FINANCIAL SERVICES GROUP, INC. (SAN ANTONIO TX)
BOTH
Issued 04/07/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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