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Gerald G Simons

Bankers Life Securities, Inc.

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About Gerald G Simons

Gerald G. Simons is a financial professional with Bankers Life Securities, Inc. in Mount Laurel, NJ. Gerald has over 2 years of experience in the financial industry. Gerald has a Series 6TO and a Series 63 license. He is registered in New Jersey.

Firm Information

Gerald Simons 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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Gerald Simons’s Registration & Firm History

NJ

09/17/2021 - Present

Bankers Life Securities, Inc. (MOUNT LAUREL NJ)

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Licenses & Designations

BC

Issued 12/20/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/17/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/06/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gerald G Simons.
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