Unclaimed
Darshankumar Patel is an Investment Adviser Representative at Bankers Life Advisory Services, Inc. Darshankumar is registered with the state of Georgia and holds a Series 65 license. Darshankumar's primary focus is financial planning, portfolio management for individuals and businesses, and educational seminars. Darshankumar has been in the financial services industry since 2015. In addition to their work with Bankers Life Advisory Services, Inc., Darshankumar is also a Unit Supervisor for Bankers Life. This role involves managing a team of agents, hiring and training new agents, and selling insurance products, including Medicare, Medicare Advantage, annuities, and life insurance.
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
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IL
09/24/2020 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
IA
Issued 09/20/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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