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Charles Elliott Kotzin

Bankers Life Securities, Inc.

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About Charles Elliott Kotzin

Charles Kotzin is a financial advisor with Bankers Life Securities, Inc. based in Westerville, Ohio. Charles has been in the securities industry for over 4 years and holds Series 6 and SIE licenses. Charles is registered to sell securities in Ohio.

Firm Information

Charles Kotzin 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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Charles Kotzin’s Registration & Firm History

OH

09/11/2018 - Present

Bankers Life Securities, Inc. (Westerville OH)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Elliott Kotzin.
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