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Daniel Austin Holloway

Bankers Life Advisory Services, Inc.

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About Daniel Austin Holloway

Daniel Holloway is an investment advisor representative with Bankers Life Advisory Services, Inc. Daniel has been working in the financial services industry for over 9 years. Daniel holds a Series 66 license as well as the Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7) and has been registered with the state of North Carolina. Daniel has previous experience as an investment advisor representative with PROEQUITIES, INC. Daniel has been with Bankers Life Advisory Services, Inc. for over 7 years. In addition to managing the investments of individuals, Daniel also provides financial planning services to individuals, families and small businesses.

Firm Information

Daniel Holloway is currently registered with Bankers Life Advisory Services, Inc.. Bankers Life Advisory Services, Inc. is a Chicago, IL-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, educational seminars, and portfolio management for individuals and pension and profit-sharing plans. They also offer selection of other advisors and participate in wrap fee programs.
Bankers Life Advisory Services, Inc.

303 E. WACKER DRIVE

CHICAGO, IL 60601

$1.49B

Assets Under Management

Not reported

Total Clients

409

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Non-discretionary investment consulting services

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Daniel Holloway’s Registration & Firm History

NC

02/16/2024 - Present

Bankers Life Advisory Services, Inc. (Charlotte NC)

NC

07/23/2014 - 05/26/2016

PROEQUITIES, INC. (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 08/12/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Austin Holloway.
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