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Brandon R Stevens

Bankers Life Securities, Inc.

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About Brandon R Stevens

Brandon Stevens is a financial advisor with Bankers Life Securities, Inc. Brandon has been in the financial services industry for over 3 years and is licensed to sell securities in Washington. Brandon specializes in helping clients with their investment needs.

Firm Information

Brandon Stevens 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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Brandon Stevens’s Registration & Firm History

WA

01/01/2024 - Present

Bankers Life Securities, Inc. (Bellevue WA)

WA

06/18/2019 - 10/01/2020

BANKERS LIFE SECURITIES, INC. (LYNWOOD WA)

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Licenses & Designations

BC

Issued 06/25/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/01/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/24/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon R Stevens.
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