Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Betty? Claim Your ProfileBetty Ann Lake is a financial advisor at Bankers Life Advisory Services, Inc. Betty Ann Lake is also registered with FINRA. Betty Ann Lake specializes in providing financial planning, educational seminars, and selection of other advisors.
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
1
2
WA
08/20/2020 - Present
Bankers Life Advisory Services, Inc. (University Place WA)
WA
11/29/2018 - 06/29/2020
BANKERS LIFE SECURITIES, INC. (UNIVERSITY PLACE WA)
BOTH
Issued 07/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/20/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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