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Carrie Anne Gjovik

Bankers Life Securities, Inc.

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About Carrie Anne Gjovik

Carrie Gjovik is a financial professional with experience in the financial services industry. Carrie is currently registered with Bankers Life Securities, Inc., in Erie, Pennsylvania. Carrie holds Series 63, Series 6TO and SIE licenses, and is registered in Pennsylvania, New York and South Carolina. Prior to joining Bankers Life Securities, Inc., Carrie was employed by Equitable Advisors, LLC.

Firm Information

Carrie Gjovik 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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Carrie Gjovik’s Registration & Firm History

PA

05/01/2023 - Present

Bankers Life Securities, Inc. (ERIE PA)

PA

01/08/2022 - 03/10/2023

EQUITABLE ADVISORS, LLC (MEADVILLE PA)

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Licenses & Designations

BC

Issued 02/22/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/07/2022

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

BC

Issued 05/25/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carrie Anne Gjovik.
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