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Angela Sue Beaulieu

Bankers Life Securities, Inc.

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About Angela Sue Beaulieu

Angela Sue Beaulieu is a financial professional with over 18 years of experience in the financial services industry. Angela is currently registered with Bankers Life Securities, Inc. in South Burlington, Vermont and has previously worked at ProEquities, Inc. in Concord, New Hampshire and UVEST Financial Services Group, Inc. in Concord, New Hampshire and AFS Brokerage, Inc. in Austin, Texas. Angela is a Series 6 and Series 63 licensed professional.

Firm Information

Angela Beaulieu 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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Angela Beaulieu’s Registration & Firm History

VT

05/26/2016 - Present

Bankers Life Securities, Inc. (South Burlington VT)

NH

06/09/2010 - 05/26/2016

PROEQUITIES, INC. (CONCORD NH)

NH

01/11/2005 - 05/28/2010

UVEST FINANCIAL SERVICES GROUP, INC. (CONCORD NH)

TX

09/15/2004 - 01/03/2005

AFS BROKERAGE, INC. (AUSTIN TX)

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Licenses & Designations

BC

Issued 09/27/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angela Sue Beaulieu.
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