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Deepali Mahajan Shah

Bankers Life Advisory Services, Inc.

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About Deepali Mahajan Shah

Deepali Mahajan Shah is an investment advisor representative currently working with Bankers Life Advisory Services, Inc., based in Chicago, Illinois. Deepali holds multiple securities licenses including Series 7TO, Series 6, Series 63, and Series 65. Deepali has been active in the securities industry since 2018 and is registered in several states, including Texas, Arkansas, and Missouri. Deepali specializes in providing financial planning and portfolio management services for individuals and pension plans. Deepali is also a unit field trainer for Bankers Life & Casualty where she recruits and trains insurance agents.

Firm Information

Deepali Shah 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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Deepali Shah’s Registration & Firm History

TX

07/11/2019 - Present

Bankers Life Advisory Services, Inc. (Spring TX)

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Licenses & Designations

IA

Issued 07/02/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/05/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/30/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Deepali Mahajan Shah.
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