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David James Nardelli

Bankers Life Securities, Inc.

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About David James Nardelli

David Nardelli is a financial professional registered with Bankers Life Securities, Inc. in Colorado and Florida. David holds the Series 7TO and SIE exams. David has been active in the financial services industry since March 2024.

Firm Information

David Nardelli 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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David Nardelli’s Registration & Firm History

CO

03/27/2024 - Present

Bankers Life Securities, Inc. (Denver CO)

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Licenses & Designations

BC

Issued 03/26/2024

Series 7TO - General Securities Representative Examination

BC

Issued 07/07/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David James Nardelli.
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